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

Sundaram Focused Growth Direct Plan

NAV
₹173.6968
-1.17%
(23 Jan)
AUM
1,103 Cr
TER
1.29%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+19.7%
+13.6%
+10.3%
+4.8%
+3.1%
+0.6%
3Y
+23.7%
+21.8%
+20.1%
+15.0%
+14.2%
+21.7%
5Y
+21.8%
+24.6%
+14.5%
+14.4%
+14.2%
+17.7%
ALL
+16.3%
+15.6%
+13.8%
+13.2%
+14.1%
+21.0%
VOL
15.0%
16.7%
16.5%
-
15.6%
14.8%
TER
0.6%
0.6%
0.9%
-
1.3%
0.6%
AUM
₹14,569 Cr
₹26,537 Cr
₹2,687 Cr
-
₹1,103 Cr
₹4,912 Cr
INFO
1.09
0.93
0.84
-
0.90
1.42
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 Dec
Top holdings
HDFC Bank Ltd
9.4%
Bharti Airtel Ltd
6.6%
ICICI Bank Ltd
6.5%
TVS Motor Co Ltd
5.7%
Craftsman Automation Ltd
5.3%
Kotak Mahindra Bank Ltd
5.3%
Infosys Ltd
4.5%
Bharat Petroleum Corp Ltd
4.2%
Happy Forgings Ltd
4.1%
SBI Life Insurance Co Ltd
3.3%
Top industry exposure
Financial Services
31.7%
Consumer Cyclical
15.5%
Industrials
11.4%
Technology
9.2%
Communication Services
9.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
62%
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