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Sundaram Focused Fund - Regular Half Yearly Idcw Payout

Equity Create Wealth

Focused Fund

Category Rank

Rating

It holds a relatively good and strong portfolio of stocks
It has an optimal portfolio composition to generate out performance compared to markets
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes.

Fund

Fund sahi hai

Time to Invest

NAV

Rs.40.1922 (12/05/2025)

	L 52Wk H
38.27		48.07

Asset Allocation for Sundaram Focused Fund - Regular Half Yearly Idcw Payout Fund Growth

Top 10 Holdings of Sundaram Focused Fund - Regular Half Yearly Idcw Payout

62.96 % of total assets

TREPS(10.62%)

HDFC Bank Ltd(10.01%)

ICICI Bank Ltd(9.39%)

Bharti Airtel Ltd(6.08%)

Kotak Mahindra Bank Ltd(5.51%)

Infosys Ltd(4.54%)

ICICI Lombard General Insurance Company Ltd(4.34%)

TVS Motor Company Ltd(4.24%)

Dr. Reddys Laboratories Ltd(4.12%)

Bharat Petroleum Corporation Ltd(4.10%)

Detailed Portfolio of Sundaram Focused Fund - Regular Half Yearly Idcw Payout

                    Portfolio Date -30 Apr 2025 

                    Equity Holdings -24 

                    Other Holdings -2 

Equity Holdings
Debt Holdings
Other Holdings

Holdings	% Weight	Value	Sahi Hai/Nahi
HDFC Bank Ltd	10.01%	105.875 Cr
ICICI Bank Ltd	9.39%	99.328 Cr
Bharti Airtel Ltd	6.08%	64.325 Cr
Kotak Mahindra Bank Ltd	5.51%	58.240 Cr
Infosys Ltd	4.54%	47.983 Cr
ICICI Lombard General Insurance Company Ltd	4.34%	45.939 Cr
TVS Motor Company Ltd	4.24%	44.785 Cr
Dr. Reddys Laboratories Ltd	4.12%	43.554 Cr
Bharat Petroleum Corporation Ltd	4.10%	43.407 Cr
Craftsman Automation Ltd	3.30%	34.851 Cr
Tech Mahindra Ltd	3.20%	33.818 Cr
Info Edge (India) Ltd	3.08%	32.520 Cr	-
Interglobe Aviation Ltd	2.99%	31.634 Cr
Avenue Supermarts Ltd	2.99%	31.565 Cr
Apollo Hospitals Enterprise Ltd	2.96%	31.338 Cr
Triveni Turbine Ltd	2.92%	30.826 Cr
Happy Forgings Ltd	2.86%	30.272 Cr
TATA Consumer Products Ltd	2.70%	28.512 Cr
Thermax Ltd	2.40%	25.426 Cr
Axis Bank Ltd	2.34%	24.728 Cr
State Bank of India	2.14%	22.575 Cr
Hindalco Industries Ltd	1.95%	20.660 Cr
Bajaj Auto Ltd	1.72%	18.163 Cr
HCL Technologies Ltd	1.51%	15.930 Cr

Holdings	% Weight	Value	Sahi Hai/Nahi

Holdings	% Weight	Value	Sahi Hai/Nahi
TREPS	10.62%	112.345 Cr	-
Cash and Other Net Current Assets	-1.99%	-21.041 Cr	-

Insight on the composition of the Sundaram Focused Fund - Regular Half Yearly Idcw Payout

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