Fund Performance
Lumpsum
SIP
17.01
as on 24 Dec 20213 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,028 today.
NAV Performance
Fund Information
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₹ 264.968
as on 24 Dec 2021 -
Regular - Growth
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-
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₹ 100
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₹ 1,354 Cr.
as on 30 Nov 2021 -
2.27%
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30 Jul 2002
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Nifty 500 TRI
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Sundaram Mutual Fund
Show All Funds -
Sundaram Select Focus - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Highlights of this fund
Sundaram Select Focus Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 30 Jul 2002. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Equity funds offered by Sundaram Mutual Fund.
Latest NAV of the fund is ₹ 264.968 as on 24 Dec 2021.
This fund has 21 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.27%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.
You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.
Fund Objective
To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.
List of Fund Managers of Sundaram Select Focus Fund
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About S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
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About Rahul Baijal
Mr. Baijal is B.E. Electronics & Communication and MBA. Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
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About S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
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About Rahul Baijal
Mr. Baijal is B.E. Electronics & Communication and MBA. Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
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About S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
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About Rahul Baijal
Mr. Baijal is B.E. Electronics & Communication and MBA. Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
Riskometer : Risk associated with this fund
Investors understand that their principal will be at Low Risk
Fund Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Category Best | 8.93% | 8.15% | 21.13% | 24.49% | 20.08% | 29.36% | 21.27% | 19.54% | 37.28% | 25.10% | 23.83% | 22.77% | 16.63% |
| Category Average | 5.07% | 4.00% | 12.98% | 13.32% | 9.86% | 17.92% | 15.29% | 15.63% | 24.29% | 16.13% | 14.56% | 17.04% | 13.92% |
| Sundaram Select Focus Fund | -2.60%₹ 9,740 | -5.00%₹ 9,499 | 8.49%₹ 10,849 | - | - | - | - | - | - | - | - | - | - |
| 360 One Focused Equity Fund | 4.94%₹ 10,493 | 4.83%₹ 10,482 | 14.28%₹ 11,427 | 17.39%₹ 11,739 | 26.29%₹ 13,649 | 10.90%₹ 12,305 | 18.91%₹ 28,891 | 20.07%₹ 17,319 | 16.99%₹ 46,280 | 21.27%₹ 26,242 | 20.70%₹ 1,00,429 | - | - |
| ICICI Prudential Focused Equity Fund | 6.51%₹ 10,651 | 5.70%₹ 10,570 | 15.77%₹ 11,577 | 17.27%₹ 11,727 | 27.69%₹ 13,734 | 13.53%₹ 12,896 | 20.16%₹ 29,227 | 23.12%₹ 18,672 | 18.60%₹ 47,346 | 17.08%₹ 22,008 | 20.44%₹ 99,796 | 14.79%₹ 39,758 | 14.79%₹ 2,60,182 |
| Franklin India Focused Equity Fund | 4.65%₹ 10,465 | 3.40%₹ 10,340 | 13.05%₹ 11,305 | 12.52%₹ 11,251 | 22.02%₹ 13,389 | 12.14%₹ 12,582 | 17.25%₹ 28,448 | 23.81%₹ 18,988 | 17.05%₹ 46,320 | 17.01%₹ 21,944 | 19.62%₹ 97,815 | 18.37%₹ 54,041 | 15.50%₹ 2,70,314 |
| Nippon India Focused Equity Fund | 5.90%₹ 10,590 | 4.97%₹ 10,496 | 16.40%₹ 11,639 | 14.45%₹ 11,444 | 28.58%₹ 13,788 | 12.87%₹ 12,748 | 18.78%₹ 28,855 | 23.65%₹ 18,914 | 17.53%₹ 46,632 | 17.31%₹ 22,225 | 20.50%₹ 99,928 | 19.54%₹ 59,645 | 15.91%₹ 2,76,308 |
| Principal Focused Multicap Fund | 5.03%₹ 10,503 | 2.84%₹ 10,283 | 11.26%₹ 11,126 | 11.15%₹ 11,115 | 21.32%₹ 13,346 | 7.82%₹ 11,630 | 14.38%₹ 27,690 | 18.03%₹ 16,448 | 13.37%₹ 43,942 | 15.82%₹ 20,851 | 16.96%₹ 91,668 | 15.33%₹ 41,676 | 14.20%₹ 2,52,026 |
Portfolio Holdings
Top Sector Holdings of Sundaram Select Focus Fund
| Name of Sector | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Banks | 28.59% | ₹ 387.06 Cr. |
| Computers - Software | 20.80% | ₹ 281.60 Cr. |
| Refineries/Marketing | 8.74% | ₹ 118.27 Cr. |
| Engineering, designing, construction | 6.15% | ₹ 83.27 Cr. |
| NBFC | 5.58% | ₹ 75.57 Cr. |
| Others | 30.14% | - |
Top Stock Holdings of Sundaram Select Focus Fund
| Name of Stocks | Holding Percentage | Holding Values in Crore |
|---|---|---|
| Infosys Ltd. | 9.89% | ₹ 133.92 Cr. |
| ICICI Bank Ltd. | 9.06% | ₹ 122.62 Cr. |
| HDFC Bank Ltd. | 8.61% | ₹ 116.55 Cr. |
| Larsen & Toubro Ltd. | 6.15% | ₹ 83.27 Cr. |
| Reliance Industries Ltd. | 5.96% | ₹ 80.63 Cr. |
| Others | 60.33% | - |
Other Holdings
| Holding Type | Holding Percentage |
|---|---|
| TREPS | 2.83% |
| Reverse Repo | 1.09% |
| Net Receivables | 0.61% |