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

Sundaram Focused Growth Direct Plan

NAV
₹161.7643
+0.46%
(2 Apr)
AUM
1,056 Cr
TER
1.22%
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
In beta. Send feedback here.
Compare with other fund
1Y
+3.2%
+1.4%
+0.2%
-1.8%
-2.0%
-8.0%
3Y
+20.1%
+18.4%
+18.5%
+12.5%
+13.1%
+20.5%
5Y
+17.5%
+17.6%
+20.1%
+11.1%
+11.2%
+15.2%
ALL
+15.0%
+20.8%
+14.5%
+13.3%
+11.3%
+18.6%
VOL
15.1%
14.5%
16.8%
15.7%
-
15.1%
TER
0.6%
0.6%
0.6%
1.2%
-
0.5%
AUM
₹15,145 Cr
₹2,238 Cr
₹27,136 Cr
₹1,056 Cr
-
₹4,917 Cr
INFO
1.00
1.44
0.86
0.85
-
1.23
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 28th Feb
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
7.0%
TVS Motor Co Ltd
6.1%
Bharti Airtel Ltd
6.1%
Treps
5.9%
Craftsman Automation Ltd
5.4%
Kotak Mahindra Bank Ltd
5.2%
Happy Forgings Ltd
4.7%
Infosys Ltd
3.8%
Avenue Supermarts Ltd
3.5%
Top industry exposure
Financial Services
34.4%
Consumer Cyclical
14.4%
Industrials
11.9%
Consumer Defensive
8.2%
Communication Services
8.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
44%
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