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
₹45.7721
+0.70%
(12 Dec)
AUM
1,103 Cr
TER
1.29%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.4%
+12.4%
+12.4%
+9.7%
+0.9%
-1.4%
3Y
+23.6%
+23.6%
+23.6%
+21.8%
+15.6%
+13.7%
5Y
+23.7%
+23.7%
+23.7%
+26.7%
+17.0%
+16.3%
ALL
+16.5%
+16.5%
+16.5%
+15.8%
+13.8%
NA
VOL
15.7%
15.7%
15.7%
19.6%
-
17.5%
TER
0.6%
0.6%
0.6%
0.6%
-
1.3%
AUM
₹14,146 Cr
₹14,146 Cr
₹14,146 Cr
₹26,230 Cr
-
₹1,103 Cr
INFO
1.05
1.05
1.05
0.81
-
0.00
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
794%
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