- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare Sundaram Focused Fund vs HDFC Focused 30 Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.25 | 1.67 |
NAV | ₹160.83 | ₹214.64 |
Fund Started | 23 Sep 2005 | 20 Aug 2004 |
Fund Size | ₹1118.04 Cr | ₹15520.74 Cr |
Exit Load | Exit load of 0.25% if redeemed within 7 days. | Exit load of 1% if redeemed within 1 year |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.25
1.67
NAV
₹160.83
₹214.64
Fund Started
23 Sep 2005
20 Aug 2004
Fund Size
₹1118.04 Cr
₹15520.74 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 | 19.03% | 25.48% |
3 Year | 14.15% | 24.74% |
5 Year | 18.37% | 22.70% |
1 Year
19.03%
25.48%
3 Year
14.15%
24.74%
5 Year
18.37%
22.70%
Holding Analysis
Equity | 94.16% | 83.32% |
Cash | 5.84% | 16.35% |
Equity
94.16%
83.32%
Cash
5.84%
16.35%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.84% |
ICICI Bank Ltd. | 7.12% |
Larsen & Toubro Ltd. | 5.63% |
Infosys Ltd. | 5.32% |
Zomato Ltd. | 5.29% |
Reliance Industries Ltd. | 5.09% |
Bharti Airtel Ltd. | 5.02% |
Axis Bank Ltd. | 4.80% |
State Bank of India | 4.49% |
Tech Mahindra Ltd. | 3.45% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.49% |
ICICI Bank Ltd. | 9.21% |
Axis Bank Ltd. | 8.35% |
Maruti Suzuki India Ltd. | 4.46% |
SBI Life Insurance Company Ltd. | 4.17% |
Cipla Ltd. | 4.15% |
Kotak Mahindra Bank Ltd. | 3.98% |
HCL Technologies Ltd. | 3.81% |
Bharti Airtel Ltd. | 3.67% |
Piramal Pharma Ltd. | 3.64% |
Fund Manager
Name | Ashwin Jain | Dhruv Muchhal |
Start Date | 21 Oct 2024 | 22 Jun 2023 |
Name
Ashwin Jain
Dhruv Muchhal
Start Date
21 Oct 2024
22 Jun 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 |
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
