Sundaram Select Focus - Growth - Regular Plan

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  • Net Change on 16-10-2019

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Fund Overview Growth | Regular Plan

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  • Benchmark

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Fund Objective

To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Select Focus-Growth 3.37 0.22 11.82 12.39 9.04 18.34
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI 3.98 -1.02 11.15 13.09 9.63 13.05

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Select Focus-Growth Jul 30, 2002 11.82 12.39 9.04 2.41 1,005.94
Axis Focused 25 Fund - Growth Option Jun 29, 2012 14.05 13.39 14.12 2.02 8,383.71
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 10.42 7.39 10.03 1.84 8,353.60
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 15.26 10.81 12.10 2.06 5,725.65
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 7.72 7.19 8.82 2.11 4,192.20
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated 4.66 3.93 8.84 1.94 4,122.60

Fund Holdings as on 30-September-2019

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • ICICI Bank Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Kotak Mahindra Bank Ltd

  • Hindustan UniLever Ltd

  • Infosys Ltd

  • Bharti Airtel Ltd

  • Torrent Pharmaceuticals Ltd

  • ITC Ltd

  • SBI Life Insurance Company Ltd

  • Sundaram Money Fund - Direct Growth

  • Varun Beverages Ltd

  • Cash and Other Net Current Assets

  • Bajaj Finance Ltd

  • NTPC Ltd

  • Trent Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Titan Company Ltd

  • Aarti Industries Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Voltas Ltd

  • TREPS

  • State Bank of India

  • IndusInd Bank Ltd

  • Ultratech Cement Ltd

  • Exide Industries Ltd

  • Shree Cement Ltd

  • Tata Consultancy Services Ltd

  • ABB India Ltd

  • Arti Surfactants Ltd

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  • Bank - Private

  • Refineries

  • Engineering - Construction

  • Finance - Housing

  • IT - Software

  • Insurance

  • Household & Personal Products

  • Miscellaneous

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Cigarettes/Tobacco

  • Consumer Food

  • Finance - NBFC

  • Power Generation/Distribution

  • Retailing

  • Cement & Construction Materials

  • Diamond & Jewellery

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Bank - Public

  • Batteries

  • Electric Equipment

  • Unspecified

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About Sundaram Select Focus

Scheme Analysis

Sundaram Select Focus is a Equity - Focused Fund fund and belongs to Sundaram Mutual Fund. It was launched on 30-Jul-2002 and currently has an AUM of ₹1,005.94 crore. Sundaram Select Focus is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Sundaram Select Focus ended up ₹0.43(0.24%)yesterday to ₹182.29.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, Reliance Industries Ltd and ICICI Bank Ltd

The Sundaram Select Focus is managed by Rahul Baijal .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156
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