Scheme Information
Sundaram Focused HY IDCW-P
as of 26 May 2026, 16:56 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial Services | E | 7.95% |
| ICICI Bank Ltd | Financial Services | E | 6.64% |
| Bharti Airtel Ltd | Communication Services | E | 6.38% |
| TVS Motor Co Ltd | Consumer Cyclical | E | 5.74% |
| Craftsman Automation Ltd | Consumer Cyclical | E | 5.70% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 4.96% |
| Happy Forgings Ltd | Industrials | E | 4.86% |
| Avenue Supermarts Ltd | Consumer Defensive | E | 4.10% |
| Infosys Ltd | Technology | E | 3.55% |
| Apollo Hospitals Enterprise Ltd | Healthcare | E | 3.36% |
| Triveni Turbine Ltd | Industrials | E | 3.33% |
| Tech Mahindra Ltd | Technology | E | 3.25% |
| SBI Life Insurance Co Ltd | Financial Services | E | 3.21% |
| City Union Bank Ltd | Financial Services | E | 3.06% |
| InterGlobe Aviation Ltd | Industrials | E | 2.79% |
| PI Industries Ltd | Basic Materials | E | 2.76% |
| Tata Consumer Products Ltd | Consumer Defensive | E | 2.74% |
| Trent Ltd | Consumer Cyclical | E | 2.24% |
| Sedemac Mechatronics Ltd | Consumer Cyclical | E | 2.24% |
| Mankind Pharma Ltd | Healthcare | E | 2.22% |
| State Bank of India | Financial Services | E | 2.21% |
| Axis Bank Ltd | Financial Services | E | 2.14% |
| Info Edge (India) Ltd | Communication Services | E | 1.93% |
| Go Digit General Insurance Ltd | Financial Services | E | 1.90% |
| KEC International Ltd | Industrials | E | 1.35% |
| HCL Technologies Ltd | Technology | E | 1.19% |
| Jubilant Foodworks Ltd | Consumer Cyclical | E | 1.08% |
| AAVAS Financiers Ltd | Financial Services | E | 0.21% |
| Treps | - | CR | 7.07% |
| Cash And Other Net Current Assets | - | CA | 0.19% |
| Colgate-Palmolive (India) Ltd | - | E | - |
| Whirlpool of India Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Equity
93.12%
Cash
6.88%
Equity sector allocation
Basic Materials
2.76%
Communication Services
8.31%
Consumer Cyclical
17.01%
Consumer Defensive
6.85%
Financial Services
32.27%
Healthcare
5.59%
Industrials
12.33%
Technology
8%
Others
6.88%
Fund House Contact Details
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.09%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.09%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.09%
63.78%
3Y Returns
+45.98%
About Sundaram Focused HY IDCW-P
Investment Objective of the Scheme
Key Features of The Fund
5-year return
+10.15%
Fund Manager
Ashwin Jain
Risk Profile
Very High Risk
Expense Ratio
2.30%
Fund Size
₹1019.95 Cr
FAQ's
What has been the returns generated by Sundaram Focused HY IDCW-P over different time periods?
What is the expense ratio of Sundaram Focused HY IDCW-P?
What is the AUM (Assets Under Management) of Sundaram Focused HY IDCW-P?
What are the top stock holdings of Sundaram Focused HY IDCW-P?
The Sundaram Focused HY IDCW-P has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| HDFC Bank Ltd | 7.95% |
| ICICI Bank Ltd | 6.64% |
| Bharti Airtel Ltd | 6.38% |
| TVS Motor Co Ltd | 5.74% |
| Craftsman Automation Ltd | 5.70% |
| Kotak Mahindra Bank Ltd | 4.96% |
| Happy Forgings Ltd | 4.86% |
| Avenue Supermarts Ltd | 4.10% |
| Infosys Ltd | 3.55% |
| Apollo Hospitals Enterprise Ltd | 3.36% |
| Triveni Turbine Ltd | 3.33% |
| Tech Mahindra Ltd | 3.25% |
| SBI Life Insurance Co Ltd | 3.21% |
| City Union Bank Ltd | 3.06% |
| InterGlobe Aviation Ltd | 2.79% |
| PI Industries Ltd | 2.76% |
| Tata Consumer Products Ltd | 2.74% |
| Trent Ltd | 2.24% |
| Sedemac Mechatronics Ltd | 2.24% |
| Mankind Pharma Ltd | 2.22% |
| State Bank of India | 2.21% |
| Axis Bank Ltd | 2.14% |
| Info Edge (India) Ltd | 1.93% |
| Go Digit General Insurance Ltd | 1.90% |
| KEC International Ltd | 1.35% |
| HCL Technologies Ltd | 1.19% |
| Jubilant Foodworks Ltd | 1.08% |
| AAVAS Financiers Ltd | 0.21% |
| Treps | 7.07% |
| Cash And Other Net Current Assets | 0.19% |
| Colgate-Palmolive (India) Ltd | - |
| Whirlpool of India Ltd | - |
In which sectors has Sundaram Focused HY IDCW-P invested in?
The Sundaram Focused HY IDCW-P has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 2.76% |
| Communication Services | 8.31% |
| Consumer Cyclical | 17.01% |
| Consumer Defensive | 6.85% |
| Energy | - |
| Financial Services | 32.27% |
| Healthcare | 5.59% |
| Industrials | 12.33% |
| Real Estate | - |
| Technology | 8.00% |
| Utilities | - |
What is the risk level of Sundaram Focused HY IDCW-P?
Who are the fund managers of Sundaram Focused HY IDCW-P?
Is there a minimum SIP amount to invest in Sundaram Focused HY IDCW-P?
Can I invest in Sundaram Focused HY IDCW-P both in SIP and lump sum?
How to invest in Sundaram Focused HY IDCW-P?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Focused HY IDCW-P:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Focused HY IDCW-P.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Focused HY IDCW-P?
The exit load of Sundaram Focused HY IDCW-P is as follows:
Exit load of 0.3%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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