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
₹45.8391
-0.56%
(21 Nov)
AUM
1,097 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
+16.9%
+16.9%
+16.9%
+7.3%
+4.5%
+1.5%
3Y
+24.1%
+24.1%
+24.1%
+16.6%
+14.2%
+23.7%
5Y
+25.4%
+25.4%
+25.4%
+18.3%
+17.4%
+22.4%
ALL
+16.5%
+16.5%
+16.5%
+14.1%
NA
+23.3%
VOL
15.7%
15.7%
15.7%
-
17.6%
16.2%
TER
0.6%
0.6%
0.6%
-
1.3%
0.6%
AUM
₹13,471 Cr
₹13,471 Cr
₹13,471 Cr
-
₹1,097 Cr
₹7,448 Cr
INFO
1.05
1.05
1.05
-
0.00
1.44
See fund holdings as of 31st Oct
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
6.6%
Bharti Airtel Ltd
6.5%
TVS Motor Co Ltd
5.4%
Kotak Mahindra Bank Ltd
5.1%
Craftsman Automation Ltd
4.6%
Infosys Ltd
4.3%
Treps
4.3%
Bharat Petroleum Corp Ltd
4.2%
Happy Forgings Ltd
3.7%
Top industry exposure
Financial Services
29.0%
Consumer Cyclical
16.3%
Industrials
11.5%
Communication Services
9.0%
Technology
8.7%
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