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
₹50.0506
+0.56%
(10 Sep)
AUM
1,138 Cr
TER
1.22%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+49.4%
+49.4%
+42.5%
+42.5%
+37.0%
+31.9%
3Y
+24.3%
+24.3%
+29.0%
+29.0%
+17.8%
+16.2%
5Y
NA
NA
+25.9%
+25.9%
+21.7%
+21.8%
ALL
+32.4%
+32.4%
+16.5%
+16.5%
+14.4%
+14.9%
VOL
16.2%
16.2%
20.2%
20.2%
-
18.0%
TER
0.4%
0.4%
0.5%
0.5%
-
1.2%
AUM
₹1,785 Cr
₹1,785 Cr
₹13,795 Cr
₹13,795 Cr
-
₹1,138 Cr
INFO
1.99
1.99
0.82
0.82
-
0.83
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 31st Jul
Top holdings
HDFC Bank Ltd
7.8%
Reliance Industries Ltd
7.4%
ICICI Bank Ltd
6.0%
State Bank of India
5.1%
Larsen & Toubro Ltd
5.1%
Bharti Airtel Ltd
4.5%
Zomato Ltd
4.4%
Bharat Electronics Ltd
4.1%
Infosys Ltd
3.9%
Avenue Supermarts Ltd
3.6%
Top industry exposure
Financial Services
28.8%
Industrials
22.1%
Communication Services
9.6%
Healthcare
8.2%
Energy
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
36%
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
Sudhir Kedia

FAQs