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

Sundaram Focused Growth Direct Plan

NAV
₹180.3536
-0.12%
(14 Nov)
AUM
1,097 Cr
TER
1.3%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+14.9%
+11.4%
+7.5%
+7.2%
+4.5%
+2.6%
3Y
+23.8%
+22.6%
+20.5%
+16.2%
+14.2%
+24.0%
5Y
+26.1%
+28.6%
NA
+18.5%
+18.2%
+23.5%
ALL
+16.6%
+16.0%
+24.5%
+14.2%
+14.7%
+24.0%
VOL
15.0%
16.8%
14.4%
-
15.7%
14.8%
TER
0.6%
0.6%
0.4%
-
1.3%
0.6%
AUM
₹13,471 Cr
₹25,140 Cr
₹2,208 Cr
-
₹1,097 Cr
₹7,448 Cr
INFO
1.11
0.95
1.70
-
0.93
1.61
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 30th Sep
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
8.7%
Treps
6.7%
Bharti Airtel Ltd
6.0%
TVS Motor Co Ltd
5.4%
Kotak Mahindra Bank Ltd
4.9%
Craftsman Automation Ltd
4.8%
Bharat Petroleum Corp Ltd
4.4%
Infosys Ltd
4.3%
Avenue Supermarts Ltd
4.0%
Top industry exposure
Financial Services
29.1%
Consumer Cyclical
14.6%
Industrials
11.4%
Communication Services
8.8%
Technology
8.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
82%
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