Sundaram Focused Half Yearly IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹300

Sundaram Focused Half Yearly IDCW Payout Direct Plan

NAV
₹44.8964
+0.62%
(24 Jun)
AUM
1,081 Cr
TER
1.3%
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
+10.9%
+10.9%
+10.0%
+10.0%
+4.9%
+2.7%
3Y
+29.0%
+29.0%
+29.9%
+29.9%
+21.2%
+20.0%
5Y
+30.2%
+30.2%
NA
NA
+22.0%
+21.3%
ALL
+15.9%
+15.9%
+26.0%
+26.0%
+15.5%
NA
VOL
19.9%
19.9%
16.6%
16.6%
-
17.8%
TER
0.6%
0.6%
0.6%
0.6%
-
1.3%
AUM
₹19,578 Cr
₹19,578 Cr
₹3,981 Cr
₹3,981 Cr
-
₹1,081 Cr
INFO
0.80
0.80
1.56
1.56
-
0.00
See fund holdings as of 31st May
Top holdings
Treps
10.5%
HDFC Bank Ltd
9.9%
ICICI Bank Ltd
9.3%
Bharti Airtel Ltd
5.9%
Kotak Mahindra Bank Ltd
5.1%
Infosys Ltd
4.6%
TVS Motor Co Ltd
4.3%
Dr Reddy's Laboratories Ltd
4.3%
ICICI Lombard General Insurance Co Ltd
4.2%
Bharat Petroleum Corp Ltd
4.1%
Top industry exposure
Financial Services
33.0%
Consumer Cyclical
10.0%
Industrials
9.7%
Technology
9.4%
Communication Services
9.0%
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