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 29th Feb
Top holdings
Reliance Industries Ltd
8.0%
HDFC Bank Ltd
7.6%
ICICI Bank Ltd
5.8%
Larsen & Toubro Ltd
5.2%
State Bank of India
4.9%
Canara Bank
4.4%
Nestle India Ltd
4.2%
Infosys Ltd
3.9%
Treps
3.8%
Zomato Ltd
3.6%
Top industry exposure
Financial Services
30.7%
Industrials
15.9%
Consumer Defensive
11.1%
Technology
10.4%
Healthcare
8.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
48%
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.