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.