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

Sundaram Focused Growth Direct Plan

NAV
₹174.4863
-1.05%
(12 Jun)
AUM
1,081 Cr
TER
1.3%
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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+15.9%
+15.0%
+13.9%
+7.5%
+6.5%
+5.8%
3Y
+28.8%
+27.3%
+27.6%
+25.5%
+19.8%
+18.7%
5Y
NA
+28.6%
+31.9%
NA
+22.7%
+22.8%
ALL
+26.8%
+16.7%
+16.1%
+26.4%
+15.5%
+15.0%
VOL
15.2%
15.2%
17.1%
14.8%
-
15.9%
TER
0.6%
0.6%
0.7%
0.4%
-
1.3%
AUM
₹3,981 Cr
₹11,667 Cr
₹19,578 Cr
₹2,059 Cr
-
₹1,081 Cr
INFO
1.76
1.10
0.94
1.78
-
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 Apr
Top holdings
Treps
10.6%
HDFC Bank Ltd
10.0%
ICICI Bank Ltd
9.4%
Bharti Airtel Ltd
6.1%
Kotak Mahindra Bank Ltd
5.5%
Infosys Ltd
4.5%
ICICI Lombard General Insurance Co Ltd
4.3%
TVS Motor Co Ltd
4.2%
Dr Reddy's Laboratories Ltd
4.1%
Bharat Petroleum Corp Ltd
4.1%
Top industry exposure
Financial Services
33.7%
Industrials
11.2%
Consumer Cyclical
9.2%
Technology
9.2%
Communication Services
9.2%
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