Sundaram Focused Fund Income Distribution Cum Capital Withdrawal Option (IDCW)
Category: Equity: Focused
Launch Date: 02-01-2013
AUM:
₹ 1,031.55 Cr
Expense Ratio
2.32%
Benchmark
Nifty 500 TRI
ISIN
INF173K01197
Minimum Investment
300.0
Minimum Topup
300.0
Minimum SIP Amount
100
Fund Manager
Ashwin Jain, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Focused Fund Income Distribution Cum Capital Withdrawal Option (IDCW) | -4.71 | 8.81 | 6.31 |
| NIFTY 500 TRI | -8.03 | 10.07 | 8.09 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
37.3571
Last change
0.27 (0.7209%)
Fund Size (AUM)
₹ 1,031.55 Cr
Performance
13.3% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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
Ashwin Jain, Shalav Saket
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HAPPY FORGINGS LIMITED EQ NEW FV RS.2/- | 7.36 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.87 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 6.67 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 6.13 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.88 |
| Kotak Mahindra Bank Limited | 5.33 |
| TREPS | 4.65 |
| Sedemac Mechatronics Ltd. | 4.2 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.96 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.93 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.68 |
| Automobile and Auto Components | 17.0 |
| Capital Goods | 10.46 |
| Consumer Services | 8.69 |
| Telecommunication | 5.88 |
| Information Technology | 4.17 |
| Healthcare | 3.56 |
| Services | 3.2 |
| Fast Moving Consumer Goods | 2.25 |
| Chemicals | 2.07 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Focused Fund IDCW | 6.31 |