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
₹45.2960
+0.55%
(15 Oct)
AUM
1,073 Cr
TER
1.3%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.0%
+6.0%
-2.0%
-2.0%
-2.1%
-4.0%
3Y
+25.2%
+25.2%
+25.8%
+25.8%
+17.3%
+15.3%
5Y
+26.4%
+26.4%
+24.0%
+24.0%
+19.7%
+19.1%
ALL
+16.3%
+16.3%
+24.2%
+24.2%
+14.6%
NA
VOL
15.8%
15.8%
16.3%
16.3%
-
17.6%
TER
0.6%
0.6%
0.6%
0.6%
-
1.3%
AUM
₹12,560 Cr
₹12,560 Cr
₹7,280 Cr
₹7,280 Cr
-
₹1,073 Cr
INFO
1.04
1.04
1.49
1.49
-
0.00
See fund holdings as of 30th Sep
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
8.7%
Treps
6.7%
Bharti Airtel Ltd
6.0%
TVS Motor Co Ltd
5.4%
Kotak Mahindra Bank Ltd
4.9%
Craftsman Automation Ltd
4.8%
Bharat Petroleum Corp Ltd
4.4%
Infosys Ltd
4.3%
Avenue Supermarts Ltd
4.0%
Top industry exposure
Financial Services
29.1%
Consumer Cyclical
14.6%
Industrials
11.4%
Communication Services
8.8%
Technology
8.5%
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