Compare Sundaram Focused Fund vs HDFC Focused 30 Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.25 | 1.68 |
NAV | ₹157.60 | ₹213.34 |
Fund Started | 23 Sep 2005 | 20 Aug 2004 |
Fund Size | ₹1104.83 Cr | ₹14968.50 Cr |
Exit Load | Exit load of 0.25% if redeemed within 7 days. | Exit load of 1% if redeemed within 1 year |
Returns
1 Year | 26.03% | 36.47% |
3 Year | 10.81% | 21.82% |
5 Year | 18.57% | 22.39% |
Holding Analysis
Equity | 96.09% | 86.51% |
Cash | 3.91% | 13.15% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Ashwin Jain | Dhruv Muchhal |
Start Date | 21 Oct 2024 | 14 Sep 2023 |
About Fund
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 |
