Compare Sundaram Focused Fund vs Invesco India Focused Fund
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.31
1.98
NAV
₹162.04
₹28.54
Fund Started
23 Sep 2005
09 Sep 2020
Fund Size
₹1053.04 Cr
₹5706.62 Cr
Exit Load
Exit load of 0.25% if redeemed within 7 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
1 Year
0.27%
-1.45%
3 Year
9.63%
20.56%
5 Year
9.97%
15.04%
Equity
93.77%
96.44%
Cash
6.23%
3.56%
Top 10 Holdings
HDFC Bank Ltd. | 7.96% |
ICICI Bank Ltd. | 7.00% |
Bharti Airtel Ltd. | 6.07% |
TVS Motor Company Ltd. | 5.51% |
Craftsman Automation Ltd. | 5.45% |
Happy Forgings Ltd. | 5.36% |
Kotak Mahindra Bank Ltd. | 4.91% |
Triveni Turbine Ltd. | 3.88% |
Avenue Supermarts Ltd. | 3.80% |
Apollo Hospitals Enterprise Ltd. | 3.70% |
ICICI Bank Ltd. | 9.04% |
Larsen & Toubro Ltd. | 7.33% |
HDFC Bank Ltd. | 6.65% |
Interglobe Aviation Ltd. | 6.51% |
Nuvama Wealth Management Ltd. | 5.65% |
Coforge Ltd. | 4.76% |
Cholamandalam Investment and Finance Company Ltd. | 4.64% |
Hindustan Aeronautics Ltd. | 4.57% |
Delhivery Ltd. | 4.23% |
Ather Energy Ltd. | 4.22% |
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 capital appreciation by investing in upto 30 stocks across market capitalization.
Launch Date
23 Sep 2005
09 Sep 2020
