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Fund Overview of Sundaram Focused-idcw Half Yearly
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₹1,099.5 CrAUM
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₹36.01NAV
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2.26%Expense Ratio
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EquityFund Category
As on Wed Mar 11, 2026
Returns of Sundaram Focused-idcw Half Yearly
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.12% | NA | 3.06% |
| 6 Months | 12.24% | NA | 12.13% |
| 1 Year | -3.64% | -3.64% | 0.23% |
| 2 Years | 28.42% | 13.32% | 19.05% |
| 3 Years | 48.63% | 14.12% | 17.87% |
| 5 Years | 132.11% | 18.34% | 20.71% |
| 7 Years | 177.14% | 15.68% | NA |
| 10 Years | 246.61% | 13.24% | 14.09% |
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As on Wed Mar 11, 2026
Dividend of Sundaram Focused-idcw Half Yearly :
31.94%
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Asset Allocation
equities
93.35%other assets or cash equivalents
6.65%Large Cap: 68.60%
Mid Cap: 9.60%
Small Cap: 21.80%
Other: 0.00%
Detailed Portfolio Analysis
As on Wed Mar 11, 2026
Invest Now
Sundaram Focused-idcw Half Yearly is one Equity mutual fund offered by Sundaram Mutual Fund. Launched on 11 Nov 2005, the fund aims Long term Capital Growth. Investment in equity & equity related securities including equity derivatives upto a maximum of 30 stocks across market capitalization. It manages assets worth ₹1,099.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.26%. Fund Manager Manager Education
About FundAbout Sundaram Focused-idcw Half Yearly
The portfolio allocation consists of 93.35% in equities, 6.65% in other assets or cash equivalents.Managed by Ashwin Jain, it has delivered a return of -3.64% in the last year, a total return since inception of 14.94%.
The latest dividend was declared on 23 Jan 2026 at 31.94% of face value.
Choosing an appropriate best sip in india plays an important role for financial planning.
Ashwin Jain
Mr. Jain is a B.E. and PGDM.
Key Metrics of Sundaram Focused-idcw Half Yearly
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Standard Deviation11.80%
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Sharpe Ratio0.54%
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Alpha-0.34%
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Beta0.84%
Fund Details
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|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Flexi Cap Fund Regular-growth  |
₹23,127 | -6.98% | -5.35% | 12.35% | 17.22% | 12.86% |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹7,731 | -8.07% | -5.96% | 9.77% | 15.98% | 12.16% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹411 | -7.44% | -5.18% | 16.08% | 16.53% | 10.23% |
| Aditya Birla Sun Life Bal Bhavishya Yojna Direct-growth |
₹1,145 | -7.62% | -6.68% | 11.15% | 14.64% | 9.13% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹411 | -7.53% | -5.49% | 14.61% | 15.01% | 8.69% |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth |
₹1,145 | -7.71% | -6.94% | 9.81% | 13.08% | 7.48% |
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growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Flexi Cap Fund Direct - Growth
|
₹2,087 | -8.30% | -7.16% | -5.03% | 9.51% | 14.72% |
|
Sundaram Flexi Cap Fund Regular - Growth
|
₹2,087 | -8.39% | -7.47% | -5.67% | 8.02% | 13.04% |
|
Sundaram Flexi Cap Fund Direct - Idcw
|
₹2,087 | -8.30% | -7.16% | -5.03% | 9.51% | 14.72% |
|
Sundaram Flexi Cap Fund Regular - Idcw
|
₹2,087 | -8.39% | -7.47% | -5.67% | 8.02% | 13.04% |
|
Sundaram Focused Fund Direct-growth
|
₹1,100 | -6.97% | -5.85% | -5.24% | 5.55% | 13.68% |
|
Sundaram Focused-growth
|
₹1,100 | -7.05% | -6.09% | -5.71% | 4.52% | 12.54% |
|
Sundaram Focused Fund Direct-idcw Half Yearly
|
₹1,100 | -6.97% | -5.85% | -5.24% | 5.55% | 13.68% |
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growth is based on 1-month returns of the fundsMutual Fund Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
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Total Investment
Wealth Gained
Total Wealth
I want to save
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Pro Tip
Top 25% of investors consistently generate more than 12% return
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Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund Regular-growth |
₹23,127 | ₹1,764.81 | 17.22% | 12.86% | 14.69% |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹7,731 | ₹138.73 | 15.98% | 12.16% | 13.34% |
| Aditya Birla Sun Life Bal Bhavishya Yojna Direct-growth |
₹1,145 | ₹21.23 | 14.64% | 9.13% | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth |
₹1,145 | ₹18.91 | 13.08% | 7.48% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹411 | ₹19.37 | 15.01% | 8.69% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹411 | ₹21.54 | 16.53% | 10.23% | - |
View More
Top funds are based on Fund AUM
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 9.64% | ₹106.05 Cr |
| Hdfc Bank Ltd | Financial | 9.60% | ₹105.89 Cr |
| Hdfc Bank Ltd | Financial | 9.45% | ₹104.16 Cr |
| Hdfc Bank Ltd | Financial | 9.46% | ₹103.75 Cr |
| Hdfc Bank Ltd | Financial | 9.46% | ₹103.75 Cr |
| Icici Bank Ltd | Financial | 9.38% | ₹103.11 Cr |
| Hdfc Bank Ltd | Financial | 9.32% | ₹99.94 Cr |
| Hdfc Bank Ltd | Financial | 9.32% | ₹99.94 Cr |
| Hdfc Bank Ltd | Financial | 9.25% | ₹97.65 Cr |
| Icici Bank Ltd | Financial | 8.75% | ₹93.83 Cr |
| Icici Bank Ltd | Financial | 8.75% | ₹93.83 Cr |
| Hdfc Bank Ltd | Financial | 8.84% | ₹93.29 Cr |
| Icici Bank Ltd | Financial | 6.75% | ₹74.42 Cr |
| Icici Bank Ltd | Financial | 7.00% | ₹73.89 Cr |
| Bharti Airtel Ltd | Technology | 6.59% | ₹72.64 Cr |
| Icici Bank Ltd | Financial | 6.88% | ₹72.61 Cr |
| Bharti Airtel Ltd | Technology | 6.58% | ₹72.51 Cr |
| Icici Bank Ltd | Financial | 6.57% | ₹72.09 Cr |
| Icici Bank Ltd | Financial | 6.57% | ₹72.09 Cr |
| Icici Bank Ltd | Financial | 6.52% | ₹71.96 Cr |
| Repo | Unspecified | 6.67% | ₹71.57 Cr |
| Repo | Unspecified | 6.67% | ₹71.57 Cr |
| Bharti Airtel Ltd | Technology | 6.46% | ₹70.88 Cr |
| Bharti Airtel Ltd | Technology | 6.46% | ₹70.88 Cr |
| Bharti Airtel Ltd | Technology | 6.43% | ₹67.92 Cr |
| Bharti Airtel Ltd | Technology | 6.01% | ₹66.04 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 6.14% | ₹64.86 Cr |
| Bharti Airtel Ltd | Technology | 6.14% | ₹64.84 Cr |
| Bharti Airtel Ltd | Technology | 6.04% | ₹64.80 Cr |
| Bharti Airtel Ltd | Technology | 6.04% | ₹64.80 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.65% | ₹62.35 Cr |
| Repo | Unspecified | 5.88% | ₹62.02 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.84% | ₹61.64 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.37% | ₹59.19 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.36% | ₹58.81 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.36% | ₹58.81 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 5.28% | ₹58.19 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.26% | ₹58.06 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.37% | ₹57.64 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 5.37% | ₹57.64 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 5.40% | ₹56.95 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.08% | ₹56.03 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.06% | ₹55.45 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.06% | ₹55.45 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 5.24% | ₹55.37 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.19% | ₹54.76 Cr |
| Kotak Mahindra Bank Ltd | Financial | 5.10% | ₹53.81 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.82% | ₹53.16 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.90% | ₹52.56 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.90% | ₹52.56 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.75% | ₹52.19 Cr |
| Repo | Unspecified | 4.70% | ₹51.70 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.79% | ₹51.41 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.79% | ₹51.41 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.65% | ₹51.10 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.61% | ₹50.55 Cr |
| Craftsman Automation Ltd | Consumer Discretionary | 4.61% | ₹50.55 Cr |
| Infosys Ltd | Technology | 4.77% | ₹50.34 Cr |
| Happy Forgings Ltd. | Materials | 4.75% | ₹50.09 Cr |
| Infosys Ltd | Technology | 4.53% | ₹49.90 Cr |
| Infosys Ltd | Technology | 4.49% | ₹49.56 Cr |
| Infosys Ltd | Technology | 4.39% | ₹48.27 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.43% | ₹47.55 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.43% | ₹47.55 Cr |
| Infosys Ltd | Technology | 4.32% | ₹47.41 Cr |
| Infosys Ltd | Technology | 4.32% | ₹47.41 Cr |
| Repo | Unspecified | 4.29% | ₹47.07 Cr |
| Repo | Unspecified | 4.29% | ₹47.07 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 4.27% | ₹46.96 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 4.25% | ₹46.73 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.20% | ₹46.37 Cr |
| Infosys Ltd | Technology | 4.30% | ₹46.12 Cr |
| Infosys Ltd | Technology | 4.30% | ₹46.12 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.19% | ₹46.10 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.17% | ₹45.72 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.17% | ₹45.72 Cr |
| Happy Forgings Ltd. | Materials | 4.10% | ₹45.18 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 3.93% | ₹43.36 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 4.00% | ₹42.94 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 4.00% | ₹42.94 Cr |
| Happy Forgings Ltd. | Materials | 3.91% | ₹41.29 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.72% | ₹40.94 Cr |
| Happy Forgings Ltd. | Materials | 3.70% | ₹40.76 Cr |
| Happy Forgings Ltd. | Materials | 3.66% | ₹40.15 Cr |
| Happy Forgings Ltd. | Materials | 3.66% | ₹40.15 Cr |
| Infosys Ltd | Technology | 3.78% | ₹39.88 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.63% | ₹39.85 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.63% | ₹39.85 Cr |
| Tech Mahindra Ltd | Technology | 3.71% | ₹39.22 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.48% | ₹38.34 Cr |
| Happy Forgings Ltd. | Materials | 3.38% | ₹37.18 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.50% | ₹36.92 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.47% | ₹36.67 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.32% | ₹36.63 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.29% | ₹36.29 Cr |
| Happy Forgings Ltd. | Materials | 3.36% | ₹36.07 Cr |
| Happy Forgings Ltd. | Materials | 3.36% | ₹36.07 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.41% | ₹35.97 Cr |
| Tech Mahindra Ltd | Technology | 3.25% | ₹35.80 Cr |
| Interglobe Aviation Ltd | Industrials | 3.24% | ₹35.62 Cr |
| Interglobe Aviation Ltd | Industrials | 3.23% | ₹35.56 Cr |
| Triveni Turbine Ltd | Industrials | 3.23% | ₹35.52 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 3.35% | ₹35.40 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.21% | ₹35.39 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.21% | ₹35.20 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.21% | ₹35.20 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.33% | ₹35.13 Cr |
| City Union Bank Ltd | Financial | 3.30% | ₹34.86 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.15% | ₹34.50 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.15% | ₹34.50 Cr |
| Pi Industries Ltd | Materials | 3.12% | ₹34.35 Cr |
| Tech Mahindra Ltd | Technology | 3.10% | ₹34.14 Cr |
| Interglobe Aviation Ltd | Industrials | 3.09% | ₹33.90 Cr |
| Interglobe Aviation Ltd | Industrials | 3.09% | ₹33.90 Cr |
| Interglobe Aviation Ltd | Industrials | 3.14% | ₹33.71 Cr |
| Interglobe Aviation Ltd | Industrials | 3.14% | ₹33.71 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.06% | ₹33.68 Cr |
| City Union Bank Ltd | Financial | 3.05% | ₹33.59 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.10% | ₹33.28 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.10% | ₹33.28 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.01% | ₹33.13 Cr |
| Pi Industries Ltd | Materials | 3.01% | ₹32.99 Cr |
| Pi Industries Ltd | Materials | 3.01% | ₹32.99 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.99% | ₹32.95 Cr |
| Tech Mahindra Ltd | Technology | 3.00% | ₹32.93 Cr |
| City Union Bank Ltd | Financial | 3.10% | ₹32.70 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 3.09% | ₹32.63 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.00% | ₹32.23 Cr |
| Sbi Life Insurance Company Ltd | Financial | 3.00% | ₹32.23 Cr |
| Tech Mahindra Ltd | Technology | 2.92% | ₹32.05 Cr |
| Tech Mahindra Ltd | Technology | 2.92% | ₹32.05 Cr |
| Info Edge (india) Ltd | Technology | 2.91% | ₹32.02 Cr |
| Interglobe Aviation Ltd | Industrials | 3.03% | ₹31.99 Cr |
| Triveni Turbine Ltd | Industrials | 2.89% | ₹31.90 Cr |
| Triveni Turbine Ltd | Industrials | 2.89% | ₹31.82 Cr |
| Triveni Turbine Ltd | Industrials | 2.89% | ₹31.72 Cr |
| Triveni Turbine Ltd | Industrials | 2.89% | ₹31.72 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.87% | ₹31.63 Cr |
| Repo | Unspecified | 2.86% | ₹31.55 Cr |
| Tech Mahindra Ltd | Technology | 2.94% | ₹31.51 Cr |
| Tech Mahindra Ltd | Technology | 2.94% | ₹31.51 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.85% | ₹31.35 Cr |
| Pi Industries Ltd | Materials | 2.84% | ₹31.32 Cr |
| City Union Bank Ltd | Financial | 2.84% | ₹31.31 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.96% | ₹31.26 Cr |
| Pi Industries Ltd | Materials | 2.88% | ₹30.94 Cr |
| Pi Industries Ltd | Materials | 2.88% | ₹30.94 Cr |
| Triveni Turbine Ltd | Industrials | 2.87% | ₹30.75 Cr |
| Triveni Turbine Ltd | Industrials | 2.87% | ₹30.75 Cr |
| Tech Mahindra Ltd | Technology | 2.89% | ₹30.55 Cr |
| Interglobe Aviation Ltd | Industrials | 2.76% | ₹30.49 Cr |
| Interglobe Aviation Ltd | Industrials | 2.89% | ₹30.46 Cr |
| Info Edge (india) Ltd | Technology | 2.81% | ₹30.11 Cr |
| Info Edge (india) Ltd | Technology | 2.81% | ₹30.11 Cr |
| Pi Industries Ltd | Materials | 2.71% | ₹29.86 Cr |
| Triveni Turbine Ltd | Industrials | 2.82% | ₹29.78 Cr |
| Pi Industries Ltd | Materials | 2.79% | ₹29.47 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.64% | ₹29.15 Cr |
| Triveni Turbine Ltd | Industrials | 2.75% | ₹28.99 Cr |
| Pi Industries Ltd | Materials | 2.72% | ₹28.75 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.60% | ₹28.67 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.60% | ₹28.49 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.60% | ₹28.49 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.64% | ₹27.91 Cr |
| Info Edge (india) Ltd | Technology | 2.54% | ₹27.83 Cr |
| Info Edge (india) Ltd | Technology | 2.54% | ₹27.83 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.59% | ₹27.74 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.59% | ₹27.74 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.63% | ₹27.73 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.57% | ₹27.62 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.57% | ₹27.62 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.51% | ₹27.56 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.51% | ₹27.56 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.48% | ₹27.31 Cr |
| Info Edge (india) Ltd | Technology | 2.44% | ₹26.93 Cr |
| Info Edge (india) Ltd | Technology | 2.44% | ₹26.86 Cr |
| City Union Bank Ltd | Financial | 2.41% | ₹26.41 Cr |
| City Union Bank Ltd | Financial | 2.41% | ₹26.41 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.39% | ₹26.25 Cr |
| State Bank Of India | Financial | 2.40% | ₹25.31 Cr |
| Info Edge (india) Ltd | Technology | 2.39% | ₹25.23 Cr |
| City Union Bank Ltd | Financial | 2.25% | ₹24.75 Cr |
| City Union Bank Ltd | Financial | 2.30% | ₹24.69 Cr |
| City Union Bank Ltd | Financial | 2.30% | ₹24.69 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.23% | ₹24.63 Cr |
| Axis Bank Ltd | Financial | 2.26% | ₹23.85 Cr |
| Axis Bank Ltd | Financial | 2.24% | ₹23.62 Cr |
| Mankind Pharma Ltd. | Healthcare | 2.15% | ₹22.70 Cr |
| State Bank Of India | Financial | 2.15% | ₹22.69 Cr |
| Go Digit General Insurance Ltd. | Financial | 2.03% | ₹22.30 Cr |
| Go Digit General Insurance Ltd. | Financial | 2.03% | ₹22.30 Cr |
| Go Digit General Insurance Ltd. | Financial | 2.02% | ₹22.27 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 2.11% | ₹22.25 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 2.02% | ₹22.14 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 2.02% | ₹22.14 Cr |
| Axis Bank Ltd | Financial | 2.00% | ₹22.06 Cr |
| Trent Ltd | Consumer Discretionary | 2.01% | ₹22.01 Cr |
| Trent Ltd | Consumer Discretionary | 2.01% | ₹22.01 Cr |
| Amber Enterprises India Ltd | Consumer Discretionary | 1.99% | ₹21.90 Cr |
| Axis Bank Ltd | Financial | 1.98% | ₹21.88 Cr |
| Trent Ltd | Consumer Discretionary | 2.04% | ₹21.54 Cr |
| Kec International Ltd | Diversified | 2.01% | ₹21.52 Cr |
| Kec International Ltd | Diversified | 2.01% | ₹21.52 Cr |
| Mankind Pharma Ltd. | Healthcare | 2.03% | ₹21.45 Cr |
| Go Digit General Insurance Ltd. | Financial | 1.94% | ₹21.43 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 1.94% | ₹21.40 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.94% | ₹21.35 Cr |
| Kec International Ltd | Diversified | 1.93% | ₹21.23 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.92% | ₹21.13 Cr |
| Go Digit General Insurance Ltd. | Financial | 1.99% | ₹21.04 Cr |
| Trent Ltd | Consumer Discretionary | 1.98% | ₹20.91 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 1.98% | ₹20.86 Cr |
| Info Edge (india) Ltd | Technology | 1.97% | ₹20.79 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.92% | ₹20.54 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.92% | ₹20.54 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.86% | ₹20.52 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 1.86% | ₹20.48 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.94% | ₹20.45 Cr |
| Go Digit General Insurance Ltd. | Financial | 1.93% | ₹20.34 Cr |
| Kec International Ltd | Diversified | 1.84% | ₹20.16 Cr |
| Kec International Ltd | Diversified | 1.84% | ₹20.16 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.83% | ₹20.11 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.83% | ₹20.11 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.83% | ₹20.11 Cr |
| Dr. Reddy's Laboratories Ltd | Healthcare | 1.83% | ₹20.11 Cr |
| Cash/net Current Assets | Unspecified | 1.87% | ₹20.10 Cr |
| Cash/net Current Assets | Unspecified | 1.87% | ₹20.10 Cr |
| Trent Ltd | Consumer Discretionary | 1.82% | ₹20.06 Cr |
| Trent Ltd | Consumer Discretionary | 1.81% | ₹19.93 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.83% | ₹19.63 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.83% | ₹19.63 Cr |
| Kec International Ltd | Diversified | 1.65% | ₹18.19 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 1.65% | ₹18.11 Cr |
| Hcl Technologies Ltd | Technology | 1.63% | ₹17.23 Cr |
| Kec International Ltd | Diversified | 1.53% | ₹16.90 Cr |
| Hcl Technologies Ltd | Technology | 1.50% | ₹16.51 Cr |
| Hcl Technologies Ltd | Technology | 1.50% | ₹16.50 Cr |
| Kec International Ltd | Diversified | 1.56% | ₹16.44 Cr |
| Hcl Technologies Ltd | Technology | 1.43% | ₹15.67 Cr |
| Hcl Technologies Ltd | Technology | 1.43% | ₹15.67 Cr |
| Repo | Unspecified | 1.39% | ₹15.36 Cr |
| Hcl Technologies Ltd | Technology | 1.36% | ₹14.92 Cr |
| Kec International Ltd | Diversified | 1.37% | ₹14.43 Cr |
| Hcl Technologies Ltd | Technology | 1.34% | ₹14.12 Cr |
| Hcl Technologies Ltd | Technology | 1.31% | ₹14.08 Cr |
| Hcl Technologies Ltd | Technology | 1.31% | ₹14.08 Cr |
| Whirlpool Of India Ltd | Consumer Discretionary | 0.90% | ₹9.91 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 0.86% | ₹9.18 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 0.86% | ₹9.18 Cr |
| Cash/net Current Assets | Unspecified | 0.78% | ₹8.57 Cr |
| Cash/net Current Assets | Unspecified | 0.78% | ₹8.57 Cr |
| Whirlpool Of India Ltd | Consumer Discretionary | 0.81% | ₹8.52 Cr |
| Whirlpool Of India Ltd | Consumer Discretionary | 0.75% | ₹8.31 Cr |
| Cash/net Current Assets | Unspecified | 0.77% | ₹8.12 Cr |
| Cash/net Current Assets | Unspecified | 0.68% | ₹7.53 Cr |
| Cash/net Current Assets | Unspecified | 0.67% | ₹7.34 Cr |
| Whirlpool Of India Ltd | Consumer Discretionary | 0.68% | ₹7.19 Cr |
| Cash/net Current Assets | Unspecified | 0.65% | ₹6.89 Cr |
| Aavas Financiers Ltd | Financial | 0.22% | ₹2.45 Cr |
| Aavas Financiers Ltd | Financial | 0.22% | ₹2.45 Cr |
| Aavas Financiers Ltd | Financial | 0.21% | ₹2.37 Cr |
| Aavas Financiers Ltd | Financial | 0.20% | ₹2.24 Cr |
| Aavas Financiers Ltd | Financial | 0.21% | ₹2.24 Cr |
| Repo | Unspecified | 0.20% | ₹2.16 Cr |
| Cash/net Current Assets | Unspecified | 0.18% | ₹2.00 Cr |
| Aavas Financiers Ltd | Financial | 0.19% | ₹1.97 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.07% | ₹0.69 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.69 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.68 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.68 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.68 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.68 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.67 Cr |
| Tvs Motor Company Ltd - Pref. Shares | Consumer Discretionary | 0.06% | ₹0.67 Cr |
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Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund Regular-growth |
₹1,764.81 | 17.22% | 12.86% | - |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹138.73 | 15.98% | 12.16% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹21.54 | 16.53% | 10.23% | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Direct-growth |
₹21.23 | 14.64% | 9.13% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹19.37 | 15.01% | 8.69% | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth |
₹18.91 | 13.08% | 7.48% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Focused-idcw Half Yearly
What is the current AUM of Sundaram Focused-idcw Half Yearly?
As of Thu Jul 31, 2025, Sundaram Focused-idcw Half Yearly manages assets worth ₹1,099.5 crore
How has Sundaram Focused-idcw Half Yearly performed recently?
- 3 Months: -1.12%
- 6 Months: 12.24%
What is the long-term performance of Sundaram Focused-idcw Half Yearly?
- 3 Years CAGR: 14.12%
- 5 Years CAGR: 18.34%
- Since Inception: 14.94%
What is the portfolio composition of Sundaram Focused-idcw Half Yearly?
Equity: 93.35%, Others: 6.65%.
Who manages Sundaram Focused-idcw Half Yearly?
Sundaram Focused-idcw Half Yearly is managed by Ashwin Jain from Sundaram Mutual Fund.
When was the last dividend declared by Sundaram Focused-idcw Half Yearly?
Latest dividend was declared on 23 Jan 2026 at 31.94% of face value.
What is the market-cap allocation of Sundaram Focused-idcw Half Yearly?
Large Cap: 68.60%, Mid Cap: 9.60%, Small Cap: 21.80%.
Which are the top companies Sundaram Focused-idcw Half Yearly has invested in?
- HDFC Bank Ltd – 9.64% of the fund's portfolio
- HDFC Bank Ltd – 9.60% of the fund's portfolio
- HDFC Bank Ltd – 9.45% of the fund's portfolio
- HDFC Bank Ltd – 9.46% of the fund's portfolio
- HDFC Bank Ltd – 9.46% of the fund's portfolio
Which are the major sectors Sundaram Focused-idcw Half Yearly focuses on?
- Financial – 280.41% of the fund's portfolio
- Technology – 159.26% of the fund's portfolio
- Consumer Discretionary – 139.07% of the fund's portfolio
- Consumer Staples – 67.78% of the fund's portfolio
- Materials – 59.85% of the fund's portfolio
View more FAQ's
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
