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

Sundaram Focused Growth Direct Plan

NAV
₹177.3402
-0.64%
(25 Jul)
AUM
1,113 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
In beta. Send feedback here.
Compare with other fund
1Y
+9.8%
+9.3%
+8.1%
+2.2%
+1.0%
-1.4%
3Y
+27.5%
+26.1%
+25.6%
+18.4%
+17.5%
+23.4%
5Y
NA
+29.3%
+26.5%
+20.6%
+20.4%
NA
ALL
+26.1%
+16.0%
+16.6%
+15.0%
+14.9%
+25.2%
VOL
15.1%
17.0%
15.1%
-
15.8%
14.7%
TER
0.6%
0.6%
0.6%
-
1.3%
0.4%
AUM
₹4,153 Cr
₹20,868 Cr
₹12,244 Cr
-
₹1,113 Cr
₹2,186 Cr
INFO
1.73
0.94
1.09
-
0.94
1.71
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 Jun
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
9.0%
Bharti Airtel Ltd
6.2%
Treps
6.2%
Kotak Mahindra Bank Ltd
5.1%
Infosys Ltd
4.6%
ICICI Lombard General Insurance Co Ltd
4.5%
TVS Motor Co Ltd
4.4%
Dr Reddy's Laboratories Ltd
4.2%
Bharat Petroleum Corp Ltd
4.2%
Top industry exposure
Financial Services
30.4%
Industrials
13.9%
Consumer Cyclical
12.0%
Technology
9.6%
Communication Services
9.3%
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