Mutual Fund Details

Sundaram Focused Fund Direct-IDCW Half Yearly Payout

Equity Flexi Cap

NAV

₹41.8059

as on 13 Mar 2025, 09:00 PM

₹-0.1492(0.36%)

Last Change

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,37,652

₹1,42,062

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹42,062

Profit (absolute return)

42.06%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

13.98%

In the last 6 months

14.99%

In the last 1 year

4.79%

In the last 3 years

42.06%

In the last 5 years

142.03%

In the last 10 years

229.33%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Sundaram Focused Fund Direct-IDCW Half Yearly Payout

as of 28 Feb 2025, 05:30 AM

₹1,007.19 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 0.25% if redeemed within 7 days.

1.40%

Expense Ratio

Plan

Dividend

2.01%

Cash Holding

Benchmark

NIFTY 500 Total Return Index

Scheme Document

View

Benchmark

NIFTY 500 Total Return Index

Exit Load

Exit load of 0.25% if redeemed within 7 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 28 Feb 2025

Sort By

Value

Sector

Financial

30.30%

₹305.17 Cr

Services

9.61%

₹96.83 Cr

Technology

9.60%

₹96.73 Cr

Automobile

8.86%

₹89.24 Cr

Healthcare

7.78%

₹78.41 Cr

Others

33.84%

₹340.83 Cr

View All

Sectors Holding in this Mutual Fund

as on 28 Feb 2025

Sort By

Value

Sector

Financial

30.30%

₹305.17 Cr

Services

9.61%

₹96.83 Cr

Technology

9.60%

₹96.73 Cr

Automobile

8.86%

₹89.24 Cr

Healthcare

7.78%

₹78.41 Cr

Others

33.84%

₹340.83 Cr

View All

Companies Holding in this Mutual Fund

as on 28 Feb 2025

Sort By

Value

Company

HDFC Bank Ltd.

8.34%

₹84.00 Cr

Reliance Industries Ltd.

7.84%

₹78.96 Cr

ICICI Bank Ltd.

6.07%

₹61.14 Cr

State Bank of India

5.13%

₹51.67 Cr

Larsen & Toubro Ltd.

4.87%

₹49.05 Cr

Others

67.75%

₹682.37 Cr

View All

Companies Holding in this Mutual Fund

as on 28 Feb 2025

Sort By

Value

Company

HDFC Bank Ltd.

8.34%

₹84.00 Cr

Reliance Industries Ltd.

7.84%

₹78.96 Cr

ICICI Bank Ltd.

6.07%

₹61.14 Cr

State Bank of India

5.13%

₹51.67 Cr

Larsen & Toubro Ltd.

4.87%

₹49.05 Cr

Others

67.75%

₹682.37 Cr

View All

Funds in this Category

This fund's returns:

12.38%

Return Duration

3 Years

HDFC Focused 30 Fund Direct Plan-Growth

JM Flexicap Fund Direct Plan-Growth

HDFC Flexi Cap Direct Plan-Growth

About Sundaram Focused Fund Direct-IDCW Half Yearly Payout

Sundaram Focused Fund Direct-IDCW Half Yearly Payout is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹1,007.19 Crores and the latest NAV decalared is ₹41.806 as on 16 Mar 2025 at 3:46 pm.

Sundaram Focused Fund Direct-IDCW Half Yearly Payout scheme return performance in last 1 year is 4.79%, in last 3 years is 42.06% and 405.80% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.