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

Sundaram Focused Growth Direct Plan

NAV
₹179.0195
+0.55%
(20 Aug)
AUM
1,100 Cr
TER
1.29%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.1%
+8.1%
+6.5%
+0.9%
-0.9%
-1.5%
3Y
+24.4%
+23.7%
+25.6%
+16.3%
+15.1%
+21.1%
5Y
+29.0%
+25.8%
NA
+19.8%
+20.1%
NA
ALL
+16.1%
+16.6%
+25.8%
+14.8%
+14.8%
+24.9%
VOL
17.0%
15.1%
15.0%
-
15.8%
14.6%
TER
0.6%
0.6%
0.6%
-
1.3%
0.4%
AUM
₹21,456 Cr
₹12,380 Cr
₹4,199 Cr
-
₹1,100 Cr
₹2,137 Cr
INFO
0.95
1.10
1.72
-
0.94
1.70
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 Jul
Top holdings
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
9.4%
Bharti Airtel Ltd
6.0%
Kotak Mahindra Bank Ltd
4.7%
Treps
4.7%
Craftsman Automation Ltd
4.6%
Infosys Ltd
4.4%
TVS Motor Co Ltd
4.3%
Dr Reddy's Laboratories Ltd
4.3%
Bharat Petroleum Corp Ltd
4.2%
Top industry exposure
Financial Services
31.9%
Consumer Cyclical
13.0%
Industrials
11.8%
Communication Services
8.9%
Technology
8.7%
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.
Fund manager(s)
Ashwin Jain

FAQs