Sundaram Select Focus - Growth - Direct Plan

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  • Net Change on 20-02-2020

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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 1.63 3.78 21.40 15.35 9.23 12.24
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI -0.82 1.32 16.41 14.19 8.49 13.16

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 21.40 15.35 9.23 1.49 1,074.45
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 29.62 18.39 13.55 0.66 9,627.12
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 15.73 8.78 8.21 1.04 8,932.46
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 28.51 17.44 12.67 0.88 7,693.65
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 19.02 10.17 8.81 1.20 4,450.30
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated 15.08 7.87 8.46 1.22 4,277.89

Fund Holdings as on 31-January-2020

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Housing Development Finance Corporation Ltd

  • Larsen & Toubro Ltd

  • Axis Bank Ltd

  • Infosys Ltd

  • Kotak Mahindra Bank Ltd

  • SBI Life Insurance Company Ltd

  • TREPS

  • Bharti Airtel Ltd

  • Cash and Other Net Current Assets

  • Hindustan UniLever Ltd

  • NTPC Ltd

  • ITC Ltd

  • Varun Beverages Ltd

  • Bharat Petroleum Corporation Ltd

  • Bajaj Finance Ltd

  • Torrent Pharmaceuticals Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Aarti Industries Ltd

  • Trent Ltd

  • Titan Company Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Voltas Ltd

  • Hindalco Industries Ltd

  • Ultratech Cement Ltd

  • State Bank of India

  • Exide Industries Ltd

  • Motherson Sumi Systems Ltd

  • Shree Cement Ltd

  • Arti Surfactants Ltd

  • Reverse Repo

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  • Bank - Private

  • Refineries

  • Miscellaneous

  • Finance - Housing

  • Engineering - Construction

  • Insurance

  • IT - Software

  • Telecommunication - Service Provider

  • Household & Personal Products

  • Power Generation/Distribution

  • Cigarettes/Tobacco

  • Consumer Food

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Consumer Durables - Domestic Appliances

  • Chemicals

  • Retailing

  • Diamond & Jewellery

  • Cement & Construction Materials

  • Air Conditioners

  • Metal - Non Ferrous

  • Bank - Public

  • Batteries

  • Auto Ancillary

  • Unspecified

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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 ₹1,074.45 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 ₹-0.34(-0.16%)yesterday to ₹208.3778.

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
  • Cash

  • Equity

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