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
₹38.8123
+0.69%
(17 Mar)
AUM
1,056 Cr
TER
1.22%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+11.7%
+11.7%
+11.7%
+6.6%
+3.6%
-2.7%
3Y
+21.7%
+21.7%
+21.7%
+15.0%
+12.1%
+20.9%
5Y
+17.9%
+17.9%
+17.9%
+12.5%
+11.5%
+14.6%
ALL
+15.1%
+15.1%
+15.1%
+11.7%
NA
+18.4%
VOL
15.7%
15.7%
15.7%
-
17.6%
16.1%
TER
0.6%
0.6%
0.6%
-
1.2%
0.6%
AUM
₹15,145 Cr
₹15,145 Cr
₹15,145 Cr
-
₹1,056 Cr
₹4,917 Cr
INFO
0.97
0.97
0.97
-
0.00
1.14
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
51%
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