Sundaram Select Focus - Growth - Direct Plan

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  • Net Change on 17-06-2021

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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 5.85 6.64 50.99 13.77 15.86 13.12
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 5.94 5.49 58.28 14.99 15.85 13.59

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 50.99 13.77 15.86 1.27 1,273.18
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 60.62 15.24 19.31 0.62 16,540.09
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 59.07 16.54 17.93 0.75 15,879.12
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 Unrated 70.81 16.38 15.92 1.07 7,794.21
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 80.60 14.91 15.93 1.34 5,239.44
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 57.54 13.96 14.47 1.14 4,858.49

Fund Holdings as on 31-May-2021

  • ICICI Bank Ltd

  • Infosys Ltd

  • HDFC Bank Ltd

  • Reliance Industries Ltd

  • Larsen & Toubro Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Tata Consultancy Services Ltd

  • Housing Development Finance Corporation Ltd

  • HCL Technologies Ltd

  • Bharat Petroleum Corporation Ltd

  • Sun Pharmaceutical Industries Ltd

  • Bharti Airtel Ltd

  • PI Industries Ltd

  • Varun Beverages Ltd

  • Indraprastha Gas Ltd

  • TATA Consumer Products Ltd

  • Bajaj Finserv Ltd

  • Hindustan UniLever Ltd

  • Ultratech Cement Ltd

  • Ashok Leyland Ltd

  • Tata Steel Ltd

  • Kotak Mahindra Bank Ltd

  • Cash and Other Net Current Assets

  • Motherson Sumi Systems Ltd

  • TREPS

  • Cipla Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • The Phoenix Mills Ltd

  • Maruti Suzuki India Ltd

  • Reverse Repo

  • Mahindra & Mahindra Ltd

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  • Bank - Private

  • IT - Software

  • Refineries

  • Engineering - Construction

  • Bank - Public

  • Finance - Housing

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Pesticides & Agrochemicals

  • Consumer Food

  • Miscellaneous

  • Industrial Gases & Fuels

  • Tea/Coffee

  • Finance - Investment

  • Household & Personal Products

  • Cement & Construction Materials

  • Automobiles-Trucks/Lcv

  • Steel & Iron Products

  • Auto Ancillary

  • Insurance

  • Automobiles - Passenger Cars

  • Construction - Real Estate

  • Consumer Durables - Domestic Appliances

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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 ₹1,273.18 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 ₹-1.02(-0.39%)yesterday to ₹259.2552.

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