Sundaram Select Focus - Growth - Regular Plan

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  • Net Change on 23-10-2020

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 5.01 4.86 0.50 5.16 8.17 17.39
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 7.53 7.30 5.29 9.03 9.59 12.75

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 0.50 5.16 8.17 2.31 1,028.67
Axis Focused 25 Fund - Regular Plan - Growth Option Jun 29, 2012 1.00 6.27 11.16 2.02 11,454.82
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 -0.13 6.30 9.56 1.75 10,114.03
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 Unrated -4.90 1.12 5.18 1.89 6,442.02
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 2.88 2.58 7.20 2.08 4,000.59
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated 1.91 -0.44 5.86 2.17 3,756.07

Fund Holdings as on 30-September-2020

  • Reliance Industries Ltd

  • Infosys Ltd

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Bharti Airtel Ltd

  • Tata Consultancy Services Ltd

  • HCL Technologies Ltd

  • Hindustan UniLever Ltd

  • Larsen & Toubro Ltd

  • Housing Development Finance Corporation Ltd

  • Bharat Petroleum Corporation Ltd

  • TREPS

  • Sun Pharmaceutical Industries Ltd

  • TATA Consumer Products Ltd

  • Torrent Pharmaceuticals Ltd

  • Hero MotoCorp Ltd

  • Avenue Supermarts Ltd

  • Axis Bank Ltd

  • Britannia Industries Ltd

  • Varun Beverages Ltd

  • The Phoenix Mills Ltd

  • Cipla Ltd

  • Maruti Suzuki India Ltd

  • Trent Ltd

  • Kotak Mahindra Bank Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • SBI Life Insurance Company Ltd

  • Aarti Industries Ltd

  • Ultratech Cement Ltd

  • ICICI Lombard General Insurance Company Ltd

  • NTPC Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Engineering - Construction

  • Finance - Housing

  • Retailing

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Insurance

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Consumer Durables - Domestic Appliances

  • Chemicals

  • Cement & Construction Materials

  • Power Generation/Distribution

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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 ₹1,028.67 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 ₹0.56(0.3%)yesterday to ₹186.7699.

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

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