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 3.02 13.72 51.96 21.22 18.25 14.52
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 5.26 16.11 51.84 22.17 18.62 14.13

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 Unrated 51.96 21.22 18.25 1.27 1,407.72
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 72.09 27.21 19.93 0.71 20,371.63
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 66.56 26.59 21.59 0.60 20,333.87
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 84.14 24.84 17.46 1.12 7,835.97
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 81.56 25.42 16.55 1.39 5,818.16
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 Unrated 55.94 21.54 15.99 1.12 5,357.66

Fund Holdings as on 30-September-2021

  • ICICI Bank Ltd

  • Infosys Ltd

  • HDFC Bank Ltd

  • Larsen & Toubro Ltd

  • Reliance Industries Ltd

  • State Bank of India

  • Tata Consultancy Services Ltd

  • Axis Bank Ltd

  • HCL Technologies Ltd

  • Housing Development Finance Corporation Ltd

  • Bajaj Finserv Ltd

  • Sun Pharmaceutical Industries Ltd

  • Bharat Petroleum Corporation Ltd

  • Varun Beverages Ltd

  • Bharti Airtel Ltd

  • PI Industries Ltd

  • Indraprastha Gas Ltd

  • Hindustan UniLever Ltd

  • Ashok Leyland Ltd

  • Shriram Transport Finance Company Ltd

  • Ultratech Cement Ltd

  • Mind Tree Ltd

  • TATA Consumer Products Ltd

  • Apollo Hospitals Enterprise Ltd

  • Motherson Sumi Systems Ltd

  • Dabur India Ltd

  • Cipla Ltd

  • Kotak Mahindra Bank Ltd

  • Cash and Other Net Current Assets

  • Crompton Greaves Consumer Electricals Ltd

  • TREPS

  • Divi's Laboratories Ltd

  • Bharti Airtel Ltd - Rights Entitlement

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  • Bank - Private

  • IT - Software

  • Refineries

  • Engineering - Construction

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Finance - Investment

  • Household & Personal Products

  • Consumer Food

  • Telecommunication - Service Provider

  • Pesticides & Agrochemicals

  • Industrial Gases & Fuels

  • Automobiles-Trucks/Lcv

  • Finance - NBFC

  • Cement & Construction Materials

  • Tea/Coffee

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

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  • Cash

  • Equity

  • Rights

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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 ₹1,407.72 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 ₹2.5(0.84%)yesterday to ₹300.8437.

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

The Sundaram Select Focus is managed by S. Bharath and Rahul Baijal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156