Sundaram Focused Half Yearly IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹300

Sundaram Focused Half Yearly IDCW Reinvest Direct Plan

NAV
₹43.4665
-1.73%
(27 Jan)
AUM
1,104 Cr
TER
1.21%
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
+19.5%
+19.0%
+19.0%
+16.4%
+12.9%
+10.9%
3Y
+19.7%
+23.0%
+23.0%
+20.2%
+12.9%
+13.3%
5Y
+23.1%
+22.7%
+22.7%
NA
+17.7%
+16.0%
ALL
+15.8%
+15.4%
+15.4%
+26.2%
+13.6%
+15.9%
VOL
15.9%
20.0%
20.0%
16.0%
17.9%
-
TER
0.6%
0.6%
0.6%
0.3%
1.2%
-
AUM
₹9,984 Cr
₹15,642 Cr
₹15,642 Cr
₹1,870 Cr
₹1,104 Cr
-
INFO
1.00
0.77
0.77
1.63
0.76
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Focused Half Yearly IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
7.1%
Treps
6.0%
Larsen & Toubro Ltd
5.6%
Infosys Ltd
5.3%
Zomato Ltd
5.3%
Reliance Industries Ltd
5.1%
Bharti Airtel Ltd
5.0%
Axis Bank Ltd
4.8%
State Bank of India
4.5%
Top industry exposure
Financial Services
33.1%
Industrials
13.9%
Consumer Cyclical
10.6%
Technology
9.7%
Healthcare
8.5%
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)
S. Bharath
Ashwin Jain

FAQs