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

Sundaram Focused Growth Direct Plan

NAV
₹180.1860
-0.43%
(24 Oct)
AUM
1,073 Cr
TER
1.3%
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
In beta. Send feedback here.
Compare with other fund
1Y
+11.8%
+11.3%
+4.6%
+3.4%
+1.1%
+1.0%
3Y
+24.4%
+25.1%
+22.2%
+17.3%
+25.5%
+15.6%
5Y
+30.4%
+27.0%
NA
+19.9%
+24.6%
+19.9%
ALL
+16.1%
+16.7%
+24.9%
+14.5%
+24.6%
+14.8%
VOL
16.9%
15.1%
14.5%
-
14.9%
15.7%
TER
0.6%
0.6%
0.4%
-
0.6%
1.3%
AUM
₹23,533 Cr
₹12,909 Cr
₹2,127 Cr
-
₹7,280 Cr
₹1,073 Cr
INFO
0.96
1.11
1.72
-
1.65
0.94
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