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 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.