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
₹42.8018
+0.17%
(7 May)
AUM
1,044 Cr
TER
1.42%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+16.2%
+16.2%
+15.4%
+15.4%
+6.5%
+0.8%
3Y
+26.5%
+26.5%
+24.9%
+24.9%
+17.3%
+14.1%
5Y
+32.7%
+32.7%
+29.4%
+29.4%
+23.1%
+21.2%
ALL
+15.8%
+15.8%
+16.2%
+16.2%
+15.7%
NA
VOL
20.0%
20.0%
15.9%
15.9%
-
17.8%
TER
0.8%
0.8%
0.7%
0.7%
-
1.4%
AUM
₹17,227 Cr
₹17,227 Cr
₹10,484 Cr
₹10,484 Cr
-
₹1,044 Cr
INFO
0.79
0.79
1.02
1.02
-
0.00
See fund holdings as of 31st Mar
Top holdings
Treps
10.0%
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
9.0%
Bharti Airtel Ltd
5.7%
Reliance Industries Ltd
5.4%
Infosys Ltd
4.8%
ICICI Lombard General Insurance Co Ltd
4.2%
Dr Reddy's Laboratories Ltd
4.0%
Kotak Mahindra Bank Ltd
4.0%
TVS Motor Co Ltd
3.9%
Top industry exposure
Financial Services
32.0%
Industrials
13.5%
Consumer Cyclical
9.1%
Communication Services
8.9%
Technology
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
69%
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)
S. Bharath
Ashwin Jain

FAQs