Compare Sundaram Focused Fund vs Invesco India Focused Fund
Sundaram Focused Fund
EquityFocused
Invesco India Focused Fund
EquityFocused
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.34
1.95
NAV
₹173.54
₹30.07
Fund Started
23 Sep 2005
09 Sep 2020
Fund Size
₹1031.55 Cr
₹6228.51 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
-5.05%
-2.69%
3 Year
8.55%
17.76%
5 Year
6.66%
11.35%
Equity
95.55%
96.96%
Cash
4.45%
3.04%
Top 10 Holdings
Name | Assets |
|---|---|
Happy Forgings Ltd. | 7.36% |
ICICI Bank Ltd. | 6.87% |
TVS Motor Company Ltd. | 6.67% |
Craftsman Automation Ltd. | 6.13% |
Bharti Airtel Ltd. | 5.88% |
Kotak Mahindra Bank Ltd. | 5.33% |
SEDEMAC Mechatronics Ltd. | 4.20% |
State Bank of India | 3.96% |
HDFC Bank Ltd. | 3.93% |
Apollo Hospitals Enterprise Ltd. | 3.56% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.56% |
Larsen & Toubro Ltd. | 6.32% |
Interglobe Aviation Ltd. | 5.81% |
HDFC Bank Ltd. | 5.63% |
Coforge Ltd. | 5.21% |
Nuvama Wealth Management Ltd. | 4.74% |
Hindustan Aeronautics Ltd. | 4.46% |
Eternal Ltd. | 4.33% |
Cholamandalam Investment and Finance Company Ltd. | 4.08% |
TVS Motor Company Ltd. | 3.98% |
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
