Sundaram Select Focus - Growth - Regular Plan

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  • Net Change on 28-05-2020

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Fund Overview Growth | Regular Plan

  • Fund House

  • 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 0.37 -15.42 -15.30 2.02 4.89 16.71
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 0.27 -15.70 -18.09 2.49 4.55 11.85

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 -15.30 2.02 4.89 2.42 932.85
Axis Focused 25 Fund - Regular Plan - Growth Option Jun 29, 2012 -12.47 3.41 7.05 1.73 9,493.38
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 -14.37 4.85 7.09 1.99 7,967.80
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 Unrated -25.40 -3.79 1.85 1.87 6,956.51
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 -18.21 -1.41 3.44 2.08 3,662.68
Nippon India Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated -25.74 -5.11 2.32 2.17 3,322.55

Fund Holdings as on 30-April-2020

  • Reliance Industries Ltd

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Bharti Airtel Ltd

  • Housing Development Finance Corporation Ltd

  • Cash and Other Net Current Assets

  • Infosys Ltd

  • Larsen & Toubro Ltd

  • NTPC Ltd

  • Hindustan UniLever Ltd

  • Bharat Petroleum Corporation Ltd

  • Axis Bank Ltd

  • TREPS

  • Varun Beverages Ltd

  • SBI Life Insurance Company Ltd

  • Torrent Pharmaceuticals Ltd

  • Britannia Industries Ltd

  • Aarti Industries Ltd

  • Hero MotoCorp Ltd

  • Voltas Ltd

  • Avenue Supermarts Ltd

  • Cipla Ltd

  • Ultratech Cement Ltd

  • Sun Pharmaceutical Industries Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Trent Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Kotak Mahindra Bank Ltd

  • Exide Industries Ltd

  • Hindalco Industries Ltd

  • Titan Company Ltd

  • Arti Surfactants Ltd

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  • Bank - Private

  • Refineries

  • Miscellaneous

  • Telecommunication - Service Provider

  • Finance - Housing

  • Pharmaceuticals & Drugs

  • IT - Software

  • Consumer Food

  • Engineering - Construction

  • Insurance

  • Power Generation/Distribution

  • Household & Personal Products

  • Retailing

  • Chemicals

  • Automobile Two & Three Wheelers

  • Air Conditioners

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Batteries

  • Diamond & Jewellery

  • Metal - Non Ferrous

  • Unspecified

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  • Cash

  • Equity

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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 ₹932.85 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 ₹2.7(1.75%)yesterday to ₹157.5014.

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