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
₹45.2731
+0.34%
(19 Aug)
AUM
1,100 Cr
TER
1.29%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+10.4%
+10.4%
+8.2%
+8.2%
+0.9%
-1.5%
3Y
+23.8%
+23.8%
+25.2%
+25.2%
+16.3%
+14.3%
5Y
+29.0%
+29.0%
NA
NA
+19.8%
+19.8%
ALL
+15.8%
+15.8%
+25.3%
+25.3%
+14.8%
NA
VOL
19.8%
19.8%
16.5%
16.5%
-
17.7%
TER
0.6%
0.6%
0.6%
0.6%
-
1.3%
AUM
₹21,456 Cr
₹21,456 Cr
₹4,199 Cr
₹4,199 Cr
-
₹1,100 Cr
INFO
0.80
0.80
1.54
1.54
-
0.00
See fund holdings as of 31st Jul
Top holdings
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
9.4%
Bharti Airtel Ltd
6.0%
Kotak Mahindra Bank Ltd
4.7%
Treps
4.7%
Craftsman Automation Ltd
4.6%
Infosys Ltd
4.4%
TVS Motor Co Ltd
4.3%
Dr Reddy's Laboratories Ltd
4.3%
Bharat Petroleum Corp Ltd
4.2%
Top industry exposure
Financial Services
31.9%
Consumer Cyclical
13.0%
Industrials
11.8%
Communication Services
8.9%
Technology
8.7%
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