Sundaram Focused Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹300

Sundaram Focused Growth Direct Plan

NAV
₹178.0906
-0.08%
(15 Sep)
AUM
1,076 Cr
TER
1.29%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.7%
+4.6%
+0.6%
-2.6%
-3.8%
-4.1%
3Y
+23.1%
+23.4%
+25.0%
+15.7%
+20.2%
+13.9%
5Y
+29.7%
+26.5%
NA
+20.1%
NA
+20.0%
ALL
+16.0%
+16.6%
+25.4%
+14.5%
+24.7%
+14.8%
VOL
16.9%
15.1%
15.0%
-
14.6%
15.8%
TER
0.6%
0.6%
0.6%
-
0.4%
1.3%
AUM
₹22,444 Cr
₹12,560 Cr
₹7,265 Cr
-
₹2,120 Cr
₹1,076 Cr
INFO
0.95
1.10
1.70
-
1.69
0.94
Past performance
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 31st Aug
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
9.0%
Bharti Airtel Ltd
6.1%
TVS Motor Co Ltd
5.1%
Treps
5.0%
Craftsman Automation Ltd
4.9%
Kotak Mahindra Bank Ltd
4.8%
Infosys Ltd
4.4%
Dr Reddy's Laboratories Ltd
4.3%
Avenue Supermarts Ltd
4.2%
Top industry exposure
Financial Services
31.1%
Consumer Cyclical
14.1%
Industrials
11.2%
Communication Services
9.0%
Technology
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
85%
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.
Fund manager(s)
Ashwin Jain

FAQs