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 Apr
Top holdings
HDFC Bank Ltd
7.9%
Reliance Industries Ltd
7.7%
ICICI Bank Ltd
6.1%
State Bank of India
5.2%
Larsen & Toubro Ltd
5.2%
Bharti Airtel Ltd
4.3%
Canara Bank
4.2%
Treps
4.2%
Zomato Ltd
4.0%
Nestle India Ltd
3.9%
Top industry exposure
Financial Services
30.1%
Industrials
19.0%
Consumer Defensive
11.4%
Communication Services
8.8%
Healthcare
7.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹300
Additional lumpsum
₹300
Portfolio turnover
48%
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.