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
₹41.4988
-3.12%
(7 Apr)
AUM
1,007 Cr
TER
1.4%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.6%
+13.6%
+9.8%
+9.8%
+2.4%
+1.5%
3Y
+22.3%
+22.3%
+19.0%
+19.0%
+11.9%
+10.2%
5Y
+34.4%
+34.4%
NA
NA
+24.9%
+24.1%
ALL
+15.5%
+15.5%
+24.4%
+24.4%
+15.4%
+13.1%
VOL
20.0%
20.0%
16.5%
16.5%
-
17.8%
TER
0.7%
0.7%
0.6%
0.6%
-
1.4%
AUM
₹15,516 Cr
₹15,516 Cr
₹6,352 Cr
₹6,352 Cr
-
₹1,007 Cr
INFO
0.77
0.77
1.48
1.48
-
0.73
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 28th Feb
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
8.3%
Bharti Airtel Ltd
5.4%
Infosys Ltd
5.4%
Reliance Industries Ltd
5.2%
IndusInd Bank Ltd
4.9%
ICICI Lombard General Insurance Co Ltd
4.1%
Dr Reddy's Laboratories Ltd
4.1%
Zomato Ltd
4.0%
Gland Pharma Ltd
3.7%
Top industry exposure
Financial Services
34.4%
Consumer Cyclical
12.8%
Industrials
12.7%
Technology
9.6%
Communication Services
8.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
70%
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