Sundaram Select Focus - Growth - Direct Plan

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  • Net Change on 03-04-2020

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Fund Overview Growth | Direct Plan

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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 - Direct Plan - Growth Option -27.69 -30.12 -23.77 -0.30 1.79 6.29
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI -28.43 -33.26 -28.15 -1.44 0.85 11.20

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 -23.77 -0.30 1.79 1.50 1,046.48
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 -18.76 2.38 5.15 0.64 9,764.08
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 Unrated -31.01 -5.93 -0.26 1.05 8,288.59
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 -17.13 3.42 5.64 0.86 8,263.77
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 -26.46 -4.47 0.97 1.21 4,205.28
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated -34.83 -8.63 -0.90 1.05 3,982.11

Fund Holdings as on 29-February-2020

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • TREPS

  • Reliance Industries Ltd

  • Housing Development Finance Corporation Ltd

  • Axis Bank Ltd

  • Larsen & Toubro Ltd

  • Bharti Airtel Ltd

  • Infosys Ltd

  • Kotak Mahindra Bank Ltd

  • SBI Life Insurance Company Ltd

  • NTPC Ltd

  • Hindustan UniLever Ltd

  • Bharat Petroleum Corporation Ltd

  • Varun Beverages Ltd

  • Bajaj Finance Ltd

  • Trent Ltd

  • Torrent Pharmaceuticals Ltd

  • Titan Company Ltd

  • Aarti Industries Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Voltas Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Hindalco Industries Ltd

  • Ultratech Cement Ltd

  • State Bank of India

  • Avenue Supermarts Ltd

  • Exide Industries Ltd

  • Motherson Sumi Systems Ltd

  • Cash and Other Net Current Assets

  • Shree Cement Ltd

  • Arti Surfactants Ltd

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  • Bank - Private

  • Refineries

  • Miscellaneous

  • Finance - Housing

  • Insurance

  • Engineering - Construction

  • Telecommunication - Service Provider

  • IT - Software

  • Power Generation/Distribution

  • Household & Personal Products

  • Retailing

  • Consumer Food

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Diamond & Jewellery

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Air Conditioners

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Bank - Public

  • Batteries

  • Auto Ancillary

  • Unspecified

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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 02-Jan-2013 and currently has an AUM of ₹1,046.48 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 ₹-2.07(-1.43%)yesterday to ₹142.2602.

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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