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
₹46.0987
+0.11%
(20 Nov)
AUM
1,097 Cr
TER
1.3%
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
+16.5%
+16.5%
+16.5%
+7.4%
+4.2%
+2.6%
3Y
+23.7%
+23.7%
+23.7%
+16.6%
+14.2%
+23.5%
5Y
+25.5%
+25.5%
+25.5%
+18.6%
+17.7%
+22.7%
ALL
+16.4%
+16.4%
+16.4%
+14.1%
+13.4%
+23.4%
VOL
15.7%
15.7%
15.7%
-
17.6%
16.2%
TER
0.6%
0.6%
0.6%
-
1.3%
0.6%
AUM
₹13,471 Cr
₹13,471 Cr
₹13,471 Cr
-
₹1,097 Cr
₹7,448 Cr
INFO
1.04
1.04
1.04
-
0.76
1.45
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 Oct
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
6.6%
Bharti Airtel Ltd
6.5%
TVS Motor Co Ltd
5.4%
Kotak Mahindra Bank Ltd
5.1%
Craftsman Automation Ltd
4.6%
Infosys Ltd
4.3%
Treps
4.3%
Bharat Petroleum Corp Ltd
4.2%
Happy Forgings Ltd
3.7%
Top industry exposure
Financial Services
29.0%
Consumer Cyclical
16.3%
Industrials
11.5%
Communication Services
9.0%
Technology
8.7%
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