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Sundaram Select Focus Fund

Sundaram Select Focus Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.01

as on 24 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,028 today.

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NAV Performance

Sundaram Select Focus Fund performance graph for last 3 years
Performance of Sundaram Select Focus Fund for last 3 Years

Fund Information

  • ₹ 264.968

    as on 24 Dec 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 1,354 Cr.

    as on 30 Nov 2021
  • 2.27%

  • 30 Jul 2002

  • Equity - Focused Fund

  • Nifty 500 TRI

  • 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 20 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

  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Rahul Baijal

    Picture of Rahul BaijalMr. 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 Very High 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 11.25% 14.90% 8.49% 24.49% 35.58% 23.08% 17.27% 18.76% 21.61% 29.84% 28.27% 19.43% 17.19%
Category Average 8.52% 11.75% 0.97% 7.24% 25.43% 18.17% 12.48% 15.20% 6.21% 16.40% 19.83% 15.29% 14.37%
Sundaram Select Focus Fund -2.60%₹ 9,740 -5.00%₹ 9,499 8.49%₹ 10,849 - - - - - - - - - -
SBI Focused Equity Fund 8.20%₹ 10,819 9.70%₹ 10,969 -2.81%₹ 9,718 5.07%₹ 10,506 -0.20%₹ 11,987 26.26%₹ 15,942 15.15%₹ 27,884 18.80%₹ 16,798 19.13%₹ 47,684 15.26%₹ 20,356 16.08%₹ 89,685 16.70%₹ 46,948 16.00%₹ 2,77,662
IIFL Focused Equity Fund 9.77%₹ 10,977 13.63%₹ 11,362 -1.99%₹ 9,800 4.27%₹ 10,426 3.85%₹ 12,248 27.84%₹ 16,343 16.55%₹ 28,253 22.25%₹ 18,310 22.18%₹ 49,754 16.10%₹ 21,108 19.43%₹ 97,338 - -
Principal Focused Multicap Fund 10.06%₹ 11,005 12.72%₹ 11,271 -1.75%₹ 9,825 4.84%₹ 10,484 3.53%₹ 12,227 26.70%₹ 16,053 15.65%₹ 28,016 20.53%₹ 17,546 20.42%₹ 48,549 13.70%₹ 19,014 16.61%₹ 90,868 14.76%₹ 39,671 14.64%₹ 2,58,104
Nippon India Focused Equity Fund 8.18%₹ 10,818 13.96%₹ 11,395 2.77%₹ 10,276 11.30%₹ 11,129 11.90%₹ 12,757 35.24%₹ 18,290 23.08%₹ 29,997 23.08%₹ 18,688 27.10%₹ 53,216 13.52%₹ 18,864 18.47%₹ 95,087 18.24%₹ 53,523 17.19%₹ 2,96,051
Franklin India Focused Equity Fund 8.90%₹ 10,889 14.90%₹ 11,490 0.99%₹ 10,099 10.91%₹ 11,091 11.08%₹ 12,705 35.58%₹ 18,382 23.36%₹ 30,074 20.18%₹ 17,390 25.33%₹ 51,951 13.54%₹ 18,884 17.94%₹ 93,860 18.76%₹ 55,904 16.57%₹ 2,86,322

Portfolio Holdings

Portfolio holdings pattern of Sundaram Select Focus Fund as on 14 Aug 2022 are listed below:

  • Equity Holdings:

    95.48%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.53%

Top Sector Holdings of Sundaram Select Focus Fund

Name of SectorHolding PercentageHolding 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 StocksHolding PercentageHolding 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 TypeHolding Percentage
TREPS 2.83%
Reverse Repo 1.09%
Net Receivables 0.61%