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
₹43.4578
+1.19%
(22 Apr)
AUM
1,033 Cr
TER
1.11%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+70.2%
+70.2%
+45.6%
+45.6%
+37.6%
+32.3%
3Y
+26.5%
+26.5%
+25.8%
+25.8%
+18.9%
+17.5%
5Y
NA
NA
NA
NA
+16.3%
+14.8%
ALL
+28.9%
+28.9%
+29.1%
+29.1%
+16.2%
+13.7%
VOL
14.9%
14.9%
16.0%
16.0%
-
18.0%
TER
0.6%
0.6%
0.4%
0.4%
-
1.1%
AUM
₹2,350 Cr
₹2,350 Cr
₹1,229 Cr
₹1,229 Cr
-
₹1,033 Cr
INFO
1.95
1.95
1.82
1.82
-
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 29th Feb
Top holdings
Reliance Industries Ltd
8.0%
HDFC Bank Ltd
7.6%
ICICI Bank Ltd
5.8%
Larsen & Toubro Ltd
5.2%
State Bank of India
4.9%
Canara Bank
4.4%
Nestle India Ltd
4.2%
Infosys Ltd
3.9%
Treps
3.8%
Zomato Ltd
3.6%
Top industry exposure
Financial Services
30.7%
Industrials
15.9%
Consumer Defensive
11.1%
Technology
10.4%
Healthcare
8.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
48%
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)
Ravi Gopalakrishnan
Sudhir Kedia

FAQs