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
₹45.5568
+0.60%
(16 Sep)
AUM
1,076 Cr
TER
1.3%
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
+4.4%
+4.4%
-0.3%
-0.3%
-2.6%
-4.4%
3Y
+23.2%
+23.2%
+24.6%
+24.6%
+15.7%
+13.4%
5Y
+26.2%
+26.2%
NA
NA
+19.8%
+19.5%
ALL
+16.4%
+16.4%
+24.9%
+24.9%
+14.4%
NA
VOL
15.8%
15.8%
16.4%
16.4%
-
17.7%
TER
0.6%
0.6%
0.6%
0.6%
-
1.3%
AUM
₹12,560 Cr
₹12,560 Cr
₹7,265 Cr
₹7,265 Cr
-
₹1,076 Cr
INFO
1.04
1.04
1.52
1.52
-
0.00
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
9.0%
Bharti Airtel Ltd
6.1%
TVS Motor Co Ltd
5.1%
Treps
5.0%
Craftsman Automation Ltd
4.9%
Kotak Mahindra Bank Ltd
4.8%
Infosys Ltd
4.4%
Dr Reddy's Laboratories Ltd
4.3%
Avenue Supermarts Ltd
4.2%
Top industry exposure
Financial Services
31.1%
Consumer Cyclical
14.1%
Industrials
11.2%
Communication Services
9.0%
Technology
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
82%
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