Compare Sundaram Focused Fund vs HDFC Focused Fund
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.24
1.61
NAV
₹171.70
₹251.10
Fund Started
23 Sep 2005
20 Aug 2004
Fund Size
₹1019.95 Cr
₹26182.15 Cr
Exit Load
Exit load of 0.25% if redeemed within 7 days.
Exit load of 1% if redeemed within 1 year
1 Year
-1.83%
-2.36%
3 Year
10.28%
15.96%
5 Year
9.51%
17.80%
Equity
93.12%
90.72%
Cash
6.88%
9.08%
Top 10 Holdings
HDFC Bank Ltd. | 7.95% |
ICICI Bank Ltd. | 6.64% |
Bharti Airtel Ltd. | 6.38% |
TVS Motor Company Ltd. | 5.74% |
Craftsman Automation Ltd. | 5.70% |
Kotak Mahindra Bank Ltd. | 4.96% |
Happy Forgings Ltd. | 4.86% |
Avenue Supermarts Ltd. | 4.10% |
Infosys Ltd. | 3.55% |
Apollo Hospitals Enterprise Ltd. | 3.36% |
ICICI Bank Ltd. | 9.02% |
HDFC Bank Ltd. | 8.41% |
Axis Bank Ltd. | 7.27% |
State Bank of India | 5.76% |
Kotak Mahindra Bank Ltd. | 5.53% |
HCL Technologies Ltd. | 3.89% |
Bharti Airtel Ltd. | 3.69% |
SBI Life Insurance Company Ltd. | 3.58% |
Maruti Suzuki India Ltd. | 3.58% |
Eternal Ltd. | 3.53% |
Name
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Start Date
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Description
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.
Launch Date
23 Sep 2005
20 Aug 2004
