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

Sundaram Focused Growth Direct Plan

NAV
₹181.5100
+0.36%
(5 Dec)
AUM
1,097 Cr
TER
1.29%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+12.6%
+9.5%
+1.2%
-0.6%
-1.1%
-5.4%
3Y
+23.4%
+21.8%
+15.5%
+13.8%
+19.6%
+22.1%
5Y
+24.4%
+27.3%
+17.4%
+17.0%
+17.0%
+21.6%
ALL
+16.7%
+15.9%
+14.0%
+14.7%
+13.7%
+23.2%
VOL
15.0%
16.8%
-
15.7%
16.2%
14.8%
TER
0.6%
0.6%
-
1.3%
0.8%
0.6%
AUM
₹13,471 Cr
₹25,140 Cr
-
₹1,097 Cr
₹2,086 Cr
₹7,448 Cr
INFO
1.11
0.95
-
0.93
0.85
1.57
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 Oct
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
6.6%
Bharti Airtel Ltd
6.5%
TVS Motor Co Ltd
5.4%
Kotak Mahindra Bank Ltd
5.1%
Craftsman Automation Ltd
4.6%
Infosys Ltd
4.3%
Treps
4.3%
Bharat Petroleum Corp Ltd
4.2%
Happy Forgings Ltd
3.7%
Top industry exposure
Financial Services
29.0%
Consumer Cyclical
16.3%
Industrials
11.5%
Communication Services
9.0%
Technology
8.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
794%
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