Sundaram Select Focus - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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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 - Direct Plan - Growth Option 3.63 18.30 12.98 9.84 15.10 12.34
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 2.95 18.94 17.60 11.59 16.02 13.43

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 - Direct Plan - Growth Option Jan 02, 2013 12.98 9.84 15.10 1.34 1,185.08
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 20.07 12.76 19.34 0.63 14,357.95
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 12.44 9.63 16.48 0.78 12,760.97
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 Unrated 12.81 5.67 13.99 0.95 7,465.95
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 16.14 8.15 14.58 1.09 4,643.53
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated 18.68 4.30 13.57 1.39 4,447.91

Fund Holdings as on 31-December-2020

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Infosys Ltd

  • Reliance Industries Ltd

  • Bharti Airtel Ltd

  • Larsen & Toubro Ltd

  • Housing Development Finance Corporation Ltd

  • Tata Consultancy Services Ltd

  • HCL Technologies Ltd

  • Bharat Petroleum Corporation Ltd

  • Axis Bank Ltd

  • Hindustan UniLever Ltd

  • TREPS

  • Sun Pharmaceutical Industries Ltd

  • State Bank of India

  • TATA Consumer Products Ltd

  • Kotak Mahindra Bank Ltd

  • Varun Beverages Ltd

  • The Phoenix Mills Ltd

  • Maruti Suzuki India Ltd

  • Bajaj Finserv Ltd

  • The Federal Bank Ltd

  • Aarti Industries Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Ultratech Cement Ltd

  • Torrent Pharmaceuticals Ltd

  • SBI Life Insurance Company Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Avenue Supermarts Ltd

  • Cipla Ltd

  • Titan Company Ltd

  • Cash and Other Net Current Assets

  • Reverse Repo

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  • Bank - Private

  • IT - Software

  • Refineries

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Finance - Housing

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Household & Personal Products

  • Bank - Public

  • Construction - Real Estate

  • Insurance

  • Automobiles - Passenger Cars

  • Finance - Investment

  • Chemicals

  • Cement & Construction Materials

  • Consumer Durables - Domestic Appliances

  • Retailing

  • Diamond & Jewellery

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About Sundaram Select Focus

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Scheme Analysis

Sundaram Select Focus is a Equity - Focused Fund fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹1,185.08 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 down ₹-1.72(-0.73%)yesterday to ₹233.7314.

Among its top 3 holdings the fund has exposure to ICICI Bank 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