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

Sundaram Focused Growth Direct Plan

NAV
₹160.1247
-1.99%
(28 Feb)
AUM
1,062 Cr
TER
1.41%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+13.7%
+12.9%
+10.3%
+5.9%
+4.4%
+2.6%
3Y
+20.9%
+25.1%
+20.4%
+13.5%
+20.4%
+13.5%
5Y
NA
+24.2%
+24.1%
+17.1%
NA
+16.0%
ALL
+25.0%
+15.5%
+15.7%
+14.7%
+25.1%
+15.1%
VOL
14.9%
17.1%
15.2%
15.9%
14.7%
-
TER
0.6%
0.7%
0.6%
1.4%
0.4%
-
AUM
₹3,361 Cr
₹15,688 Cr
₹10,065 Cr
₹1,062 Cr
₹1,884 Cr
-
INFO
1.68
0.91
1.03
0.92
1.70
-
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 31st Jan
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
7.2%
Infosys Ltd
5.7%
Bharti Airtel Ltd
5.3%
Reliance Industries Ltd
5.2%
Axis Bank Ltd
4.4%
Zomato Ltd
4.4%
State Bank of India
4.3%
ICICI Lombard General Insurance Co Ltd
4.3%
Dr Reddy's Laboratories Ltd
4.2%
Top industry exposure
Financial Services
34.4%
Industrials
13.3%
Consumer Cyclical
13.0%
Technology
10.2%
Communication Services
8.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
66%
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