Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Focused (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
9.0%
Bharti Airtel Ltd
6.2%
Treps
6.2%
Kotak Mahindra Bank Ltd
5.1%
Infosys Ltd
4.6%
ICICI Lombard General Insurance Co Ltd
4.5%
TVS Motor Co Ltd
4.4%
Dr Reddy's Laboratories Ltd
4.2%
Bharat Petroleum Corp Ltd
4.2%
Top industry exposure
Financial Services
30.4%
Industrials
13.9%
Consumer Cyclical
12.0%
Technology
9.6%
Communication Services
9.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
76%
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
Fund objective
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.