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
8.8%
ICICI Bank Ltd
7.1%
Treps
6.0%
Larsen & Toubro Ltd
5.6%
Infosys Ltd
5.3%
Zomato Ltd
5.3%
Reliance Industries Ltd
5.1%
Bharti Airtel Ltd
5.0%
Axis Bank Ltd
4.8%
State Bank of India
4.5%
Top industry exposure
Financial Services
33.1%
Industrials
13.9%
Consumer Cyclical
10.6%
Technology
9.7%
Healthcare
8.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
56%
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.