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
₹41.5904
-1.10%
(24 Feb)
AUM
1,056 Cr
TER
1.22%
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
+21.6%
+21.6%
+21.6%
+13.0%
+7.9%
+3.6%
3Y
+24.9%
+24.9%
+24.9%
+17.2%
+15.4%
+23.6%
5Y
+20.5%
+20.5%
+20.5%
+13.8%
+12.5%
+17.1%
ALL
+16.1%
+16.1%
+16.1%
+13.0%
NA
+20.6%
VOL
15.7%
15.7%
15.7%
-
17.6%
16.1%
TER
0.6%
0.6%
0.6%
-
1.2%
0.6%
AUM
₹14,935 Cr
₹14,935 Cr
₹14,935 Cr
-
₹1,056 Cr
₹4,867 Cr
INFO
1.03
1.03
1.03
-
0.00
1.28
See fund holdings as of 31st Jan
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
6.9%
Bharti Airtel Ltd
6.4%
TVS Motor Co Ltd
5.8%
Craftsman Automation Ltd
5.2%
Kotak Mahindra Bank Ltd
5.1%
Infosys Ltd
4.8%
Happy Forgings Ltd
3.9%
Tech Mahindra Ltd
3.7%
SBI Life Insurance Co Ltd
3.4%
Top industry exposure
Financial Services
34.5%
Consumer Cyclical
16.8%
Industrials
11.2%
Technology
10.1%
Communication Services
8.8%
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