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

Sundaram Focused Growth Direct Plan

NAV
₹160.3219
+0.77%
(25 Apr)
AUM
1,033 Cr
TER
1.11%
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
In beta. Send feedback here.
Compare with other fund
1Y
+70.7%
+53.4%
+48.0%
+43.4%
+38.8%
+37.7%
3Y
+27.5%
+29.0%
+26.2%
+31.6%
+19.7%
+19.7%
5Y
NA
NA
+21.0%
+21.0%
+16.6%
+19.2%
ALL
+29.6%
+31.7%
+16.3%
+15.8%
+16.1%
+15.6%
VOL
14.0%
14.4%
15.3%
17.5%
-
16.0%
TER
0.6%
0.4%
0.6%
0.5%
-
1.1%
AUM
₹2,350 Cr
₹1,229 Cr
₹7,583 Cr
₹10,433 Cr
-
₹1,033 Cr
INFO
2.12
2.20
1.07
0.90
-
0.98
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 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.
Fund manager(s)
Ravi Gopalakrishnan
Sudhir Kedia

FAQs