Sundaram Focused Fund Income Distribution Cum Capital Withdrawal Option (IDCW)
Category: Equity: Focused
Launch Date: 02-01-2013
AUM:
₹ 1,053.04 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) | 0.79 | 9.04 | 9.63 |
| NIFTY 500 TRI | 1.56 | 12.11 | 12.34 |
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
38.7331
Last change
0.39 (1.0082%)
Fund Size (AUM)
₹ 1,053.04 Cr
Performance
13.67% (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 (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.7 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.63 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.21 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 5.54 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 5.42 |
| HAPPY FORGINGS LIMITED EQ NEW FV RS.2/- | 5.02 |
| Kotak Mahindra Bank Limited | 4.99 |
| TREPS | 4.86 |
| TRIVENI TURBINE LIMITED EQ | 4.32 |
| AVENUE SUPERMARTS LIMITED EQ | 3.64 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 34.35 |
| Automobile and Auto Components | 13.58 |
| Capital Goods | 9.34 |
| Consumer Services | 8.89 |
| Information Technology | 7.97 |
| Telecommunication | 6.21 |
| Healthcare | 5.97 |
| Services | 2.87 |
| Fast Moving Consumer Goods | 2.84 |
| Chemicals | 2.52 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Focused Fund IDCW | 9.63 |
| Motilal Oswal Focused Fund Reg Plan Gr | 9.41 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| SBI Focused Fund Reg Plan Gr | 12.82 |
| Union Focused Reg Gr | 10.81 |
| Kotak Focused Fund Reg Gr | 12.79 |
| Quant Focused Gr Plan | 12.57 |
| ITI Focused Fund Reg Gr | 0.0 |
| ABSL Focused Gr | 11.94 |
| HSBC Focused Fund Reg Gr | 12.47 |