Sundaram Select Focus - Growth - Regular Plan

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  • Net Change on 14-06-2019

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    Sundaram Select Focus - Growth - Regular Plan 3 PersonalFN
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Fund Overview Growth | Regular Plan

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  • Benchmark

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  • 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 6.31 8.18 9.27 15.02 9.77 18.90
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54

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 9.27 15.02 9.77 2.28 1,012.19
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 Unrated 11.71 13.62 15.46 1.82 8,653.30
Axis Focused 25 Fund - Growth Option Jun 29, 2012 3.68 16.90 14.68 2.05 7,977.51
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 7.28 14.74 15.65 2.07 4,634.42
Reliance Focused Equity Fund -Growth Plan -Growth Option Dec 26, 2006 Unrated 2.88 12.35 14.18 2.21 4,518.53
Aditya Birla Sun Life Focused Equity Fund -Growth Option Oct 24, 2005 7.95 12.12 10.80 1.94 4,374.07

Fund Holdings as on 31-May-2019

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Reliance Industries Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Housing Development Finance Corporation Ltd

  • ITC Ltd

  • Larsen & Toubro Ltd

  • Torrent Pharmaceuticals Ltd

  • CBLO

  • SBI Life Insurance Company Ltd

  • Infosys Ltd

  • State Bank of India

  • NTPC Ltd

  • Varun Beverages Ltd

  • Aarti Industries Ltd

  • Titan Company Ltd

  • Bharti Airtel Ltd

  • Asian Paints Ltd

  • Voltas Ltd

  • IndusInd Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Maruti Suzuki India Ltd

  • Shree Cement Ltd

  • Trent Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Exide Industries Ltd

  • Tech Mahindra Ltd

  • ACC Ltd

  • Ultratech Cement Ltd

  • Cash and Other Net Current Assets

  • Hero MotoCorp Ltd

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  • Bank - Private

  • Refineries

  • Finance - Housing

  • Cigarettes/Tobacco

  • Engineering - Construction

  • Insurance

  • Pharmaceuticals & Drugs

  • IT - Software

  • Miscellaneous

  • Cement & Construction Materials

  • Bank - Public

  • Power Generation/Distribution

  • Consumer Food

  • Chemicals

  • Diamond & Jewellery

  • Telecommunication - Service Provider

  • Paints

  • Air Conditioners

  • Automobiles - Passenger Cars

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Batteries

  • Automobile Two & Three Wheelers

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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 ₹1,012.19 crore. Sundaram Select Focus is benchmarked against NIFTY 50 - TRI as primary index.

The NAV of Sundaram Select Focus ended down ₹-1.62(-0.88%)yesterday to ₹183.43.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, ICICI 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
  • Cash

  • Equity

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