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
₹44.6091
-1.32%
(20 Jan)
AUM
1,103 Cr
TER
1.29%
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
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+20.0%
+20.0%
+20.0%
+14.1%
+7.3%
+4.1%
3Y
+24.4%
+24.4%
+24.4%
+22.8%
+16.3%
+14.6%
5Y
+21.4%
+21.4%
+21.4%
+24.5%
+15.0%
+14.3%
ALL
+16.3%
+16.3%
+16.3%
+15.6%
+13.6%
NA
VOL
15.7%
15.7%
15.7%
19.5%
-
17.5%
TER
0.6%
0.6%
0.6%
0.6%
-
1.3%
AUM
₹14,569 Cr
₹14,569 Cr
₹14,569 Cr
₹26,537 Cr
-
₹1,103 Cr
INFO
1.04
1.04
1.04
0.80
-
0.00
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
9.4%
Bharti Airtel Ltd
6.6%
ICICI Bank Ltd
6.5%
TVS Motor Co Ltd
5.7%
Craftsman Automation Ltd
5.3%
Kotak Mahindra Bank Ltd
5.3%
Infosys Ltd
4.5%
Bharat Petroleum Corp Ltd
4.2%
Happy Forgings Ltd
4.1%
SBI Life Insurance Co Ltd
3.3%
Top industry exposure
Financial Services
31.7%
Consumer Cyclical
15.5%
Industrials
11.4%
Technology
9.2%
Communication Services
9.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
62%
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