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

Sundaram Focused Growth Direct Plan

NAV
₹170.3379
-0.08%
(24 Apr)
AUM
1,044 Cr
TER
1.42%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+19.6%
+18.2%
+15.0%
+9.3%
+7.9%
+7.5%
3Y
+24.9%
+23.5%
+23.4%
+21.5%
+15.3%
+14.0%
5Y
+32.4%
+29.9%
NA
NA
+23.5%
+22.8%
ALL
+16.1%
+16.5%
+26.2%
+26.2%
+15.8%
+14.8%
VOL
17.1%
15.2%
15.2%
14.9%
-
15.9%
TER
0.8%
0.7%
0.6%
0.4%
-
1.4%
AUM
₹17,227 Cr
₹10,484 Cr
₹3,533 Cr
₹1,971 Cr
-
₹1,044 Cr
INFO
0.94
1.08
1.73
1.76
-
0.93
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 Mar
Top holdings
Treps
10.0%
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
9.0%
Bharti Airtel Ltd
5.7%
Reliance Industries Ltd
5.4%
Infosys Ltd
4.8%
ICICI Lombard General Insurance Co Ltd
4.2%
Dr Reddy's Laboratories Ltd
4.0%
Kotak Mahindra Bank Ltd
4.0%
TVS Motor Co Ltd
3.9%
Top industry exposure
Financial Services
32.0%
Industrials
13.5%
Consumer Cyclical
9.1%
Communication Services
8.9%
Technology
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
69%
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)
S. Bharath
Ashwin Jain

FAQs