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
₹45.0948
-0.64%
(25 Jul)
AUM
1,113 Cr
TER
1.29%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+9.3%
+9.3%
+8.8%
+8.8%
+2.2%
+0.7%
3Y
+26.1%
+26.1%
+27.1%
+27.1%
+18.4%
+17.2%
5Y
+29.3%
+29.3%
NA
NA
+20.6%
+20.2%
ALL
+15.9%
+15.9%
+25.6%
+25.6%
+15.0%
NA
VOL
19.8%
19.8%
16.5%
16.5%
-
17.8%
TER
0.6%
0.6%
0.6%
0.6%
-
1.3%
AUM
₹20,868 Cr
₹20,868 Cr
₹4,153 Cr
₹4,153 Cr
-
₹1,113 Cr
INFO
0.80
0.80
1.55
1.55
-
0.00
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
9.0%
Bharti Airtel Ltd
6.2%
Treps
6.2%
Kotak Mahindra Bank Ltd
5.1%
Infosys Ltd
4.6%
ICICI Lombard General Insurance Co Ltd
4.5%
TVS Motor Co Ltd
4.4%
Dr Reddy's Laboratories Ltd
4.2%
Bharat Petroleum Corp Ltd
4.2%
Top industry exposure
Financial Services
30.4%
Industrials
13.9%
Consumer Cyclical
12.0%
Technology
9.6%
Communication Services
9.3%
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