Sundaram Select Focus - Growth - Regular Plan

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  • Net Change on 23-08-2019

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 -2.67 -4.68 -4.46 10.34 7.70 18.17
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI -3.15 -4.79 -2.99 10.84 8.20 12.89

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 -4.46 10.34 7.70 2.48 975.66
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 Unrated -5.66 5.71 9.44 1.80 8,182.84
Axis Focused 25 Fund - Growth Option Jun 29, 2012 -8.66 11.57 12.08 2.03 7,784.89
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 -4.12 8.85 11.13 2.11 4,984.06
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 -7.84 5.69 7.86 2.08 4,100.57
Reliance Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated -13.77 3.27 8.78 1.95 4,094.41

Fund Holdings as on 31-July-2019

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Kotak Mahindra Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Torrent Pharmaceuticals Ltd

  • ITC Ltd

  • TREPS

  • Infosys Ltd

  • NTPC Ltd

  • Varun Beverages Ltd

  • Asian Paints Ltd

  • SBI Life Insurance Company Ltd

  • Bharti Airtel Ltd

  • Aarti Industries Ltd

  • State Bank of India

  • Voltas Ltd

  • Tata Consultancy Services Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Trent Ltd

  • Titan Company Ltd

  • Bajaj Finance Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Shree Cement Ltd

  • Cash and Other Net Current Assets

  • Exide Industries Ltd

  • IndusInd Bank Ltd

  • Ultratech Cement Ltd

  • Maruti Suzuki India Ltd

  • Arti Surfactants Ltd

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  • Bank - Private

  • Refineries

  • Finance - Housing

  • Engineering - Construction

  • IT - Software

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Insurance

  • Cigarettes/Tobacco

  • Power Generation/Distribution

  • Consumer Food

  • Paints

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Chemicals

  • Bank - Public

  • Air Conditioners

  • Retailing

  • Diamond & Jewellery

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Batteries

  • Automobiles - Passenger Cars

  • 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 ₹975.66 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 ₹0.86(0.5%)yesterday to ₹173.01.

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