Sundaram Focused Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹300

Sundaram Focused Growth Direct Plan

NAV
₹180.0037
+0.70%
(12 Dec)
AUM
1,103 Cr
TER
1.29%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.5%
+9.7%
+4.5%
+0.9%
-1.2%
-7.3%
3Y
+23.9%
+21.8%
+19.9%
+15.6%
+13.9%
+22.2%
5Y
+23.9%
+26.7%
+23.5%
+17.0%
+16.5%
+21.0%
ALL
+16.7%
+15.9%
+24.1%
+13.8%
+14.6%
+22.8%
VOL
15.0%
16.8%
14.3%
-
15.7%
14.8%
TER
0.6%
0.6%
0.4%
-
1.3%
0.6%
AUM
₹14,146 Cr
₹26,230 Cr
₹2,232 Cr
-
₹1,103 Cr
₹4,801 Cr
INFO
1.11
0.95
1.68
-
0.93
1.54
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 (G)
₹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
9.6%
ICICI Bank Ltd
6.7%
Bharti Airtel Ltd
6.6%
TVS Motor Co Ltd
5.4%
Kotak Mahindra Bank Ltd
5.1%
Craftsman Automation Ltd
4.8%
Infosys Ltd
4.5%
Bharat Petroleum Corp Ltd
3.9%
Happy Forgings Ltd
3.7%
Avenue Supermarts Ltd
3.5%
Top industry exposure
Financial Services
31.7%
Consumer Cyclical
17.0%
Industrials
11.3%
Technology
9.1%
Communication Services
9.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
794%
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