Sundaram Select Focus - Growth - Direct Plan

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  • Net Change on 27-11-2020

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Fund Overview Growth | Direct Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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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 7.95 8.57 4.75 8.15 11.54 11.17
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 9.00 13.11 8.91 10.68 12.46 13.10

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 4.75 8.15 11.54 1.26 1,046.53
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 14.48 11.91 16.24 0.66 11,895.49
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 10.08 9.64 13.76 0.80 10,619.72
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 Unrated 2.69 2.79 8.96 1.08 6,580.61
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 8.55 5.99 10.96 1.10 4,092.39
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated 9.09 1.93 9.27 1.36 3,741.15

Fund Holdings as on 31-October-2020

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Infosys Ltd

  • Reliance Industries Ltd

  • Tata Consultancy Services Ltd

  • Bharti Airtel Ltd

  • HCL Technologies Ltd

  • Hindustan UniLever Ltd

  • Housing Development Finance Corporation Ltd

  • Larsen & Toubro Ltd

  • Bharat Petroleum Corporation Ltd

  • TREPS

  • TATA Consumer Products Ltd

  • Sun Pharmaceutical Industries Ltd

  • Axis Bank Ltd

  • Avenue Supermarts Ltd

  • Kotak Mahindra Bank Ltd

  • Torrent Pharmaceuticals Ltd

  • Varun Beverages Ltd

  • The Phoenix Mills Ltd

  • Cipla Ltd

  • Maruti Suzuki India Ltd

  • Ultratech Cement Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Aarti Industries Ltd

  • SBI Life Insurance Company Ltd

  • Crompton Greaves Consumer Electricals Ltd

  • Reverse Repo

  • Cash and Other Net Current Assets

  • Trent Ltd

  • NTPC Ltd

  • Hero MotoCorp Ltd

  • Britannia Industries Ltd

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Miscellaneous

  • Household & Personal Products

  • Consumer Food

  • Finance - Housing

  • Engineering - Construction

  • Retailing

  • Insurance

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

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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 ₹1,046.53 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 ₹-0.16(-0.08%)yesterday to ₹210.9653.

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