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Sundaram Select Focus Fund

Sundaram Select Focus Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.74

as on 18 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,334 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

  • ₹ 243.247

    as on 18 Jun 2021
  • Regular - Growth

  • 6 / 22

  • ₹ 100

  • ₹ 1,185 Cr.

    as on 18 Jun 2021
  • 2.26%

    since 31 Dec 2020
  • 30 Jul 2002

  • Equity - Focused Fund

  • Nifty 50 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 ₹ 243.247 as on 18 Jun 2021.

This fund has 18 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.26%. Ideally you shoulds compare this fund with the benchmark Nifty 50 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 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 Moderately 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 6.36% 12.29% 28.67% 75.17% 26.70% 20.34% 18.70% 17.20% 68.39% 44.83% 29.76% 21.18% 18.63%
Category Average 4.52% 7.82% 17.24% 56.05% 18.69% 12.79% 14.60% 13.33% 49.22% 32.86% 22.68% 16.17% 14.84%
Sundaram Select Focus Fund 4.54%₹ 10,454 6.25%₹ 10,624 14.37%₹ 11,436 47.26%₹ 14,726 41.06%₹ 14,519 15.74%₹ 13,401 27.57%₹ 31,229 12.74%₹ 14,334 19.91%₹ 48,220 14.73%₹ 19,889 15.70%₹ 88,851 11.30%₹ 29,210 13.29%₹ 2,40,112
IIFL Focused Equity Fund 5.80%₹ 10,579 8.02%₹ 10,801 16.84%₹ 11,683 63.00%₹ 16,299 52.23%₹ 15,165 25.41%₹ 15,736 37.93%₹ 34,122 20.34%₹ 17,437 29.69%₹ 55,118 18.70%₹ 23,588 21.18%₹ 1,01,567 - -
Motilal Oswal Focused 25 Fund 4.21%₹ 10,420 6.25%₹ 10,624 11.71%₹ 11,170 48.73%₹ 14,872 40.47%₹ 14,485 19.31%₹ 14,242 29.80%₹ 31,845 13.29%₹ 14,546 22.19%₹ 49,769 15.17%₹ 20,281 16.03%₹ 89,584 - -
SBI Focused Equity Fund 6.36%₹ 10,635 11.21%₹ 11,121 19.25%₹ 11,924 54.52%₹ 15,451 54.47%₹ 15,293 20.98%₹ 14,643 34.16%₹ 33,059 15.48%₹ 15,405 25.09%₹ 51,799 16.77%₹ 21,729 18.79%₹ 95,834 17.20%₹ 48,985 17.63%₹ 3,03,094
Axis Focused 25 Fund 4.62%₹ 10,461 7.78%₹ 10,778 11.78%₹ 11,178 55.44%₹ 15,544 46.98%₹ 14,863 20.72%₹ 14,581 32.21%₹ 32,514 13.98%₹ 14,813 23.57%₹ 50,726 17.80%₹ 22,709 18.55%₹ 95,289 - -
Principal Focused Multicap Fund 4.82%₹ 10,481 9.70%₹ 10,969 20.73%₹ 12,072 59.96%₹ 15,996 56.08%₹ 15,385 23.37%₹ 15,227 37.80%₹ 34,085 16.95%₹ 16,003 26.95%₹ 53,122 16.24%₹ 21,235 18.92%₹ 96,144 13.53%₹ 35,634 15.73%₹ 2,73,661

Portfolio Holdings

Portfolio holdings pattern of Sundaram Select Focus Fund as on 20 Jun 2021 are listed below:

  • Equity Holdings:

    96.90%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.10%

Top Sector Holdings of Sundaram Select Focus Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 29.78% ₹ 362.73 Cr.
Computers - software 19.76% ₹ 240.54 Cr.
Refineries/marketing 11.09% ₹ 135.15 Cr.
Engineering, designing, construction 5.50% ₹ 66.95 Cr.
Telecom - services 5.39% ₹ 65.63 Cr.
Others 28.48% -

Top Stock Holdings of Sundaram Select Focus Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.61% ₹ 116.96 Cr.
HDFC Bank Ltd. 9.57% ₹ 116.56 Cr.
ICICI Bank Ltd. 9.32% ₹ 113.51 Cr.
Reliance Industries Ltd. 7.21% ₹ 87.85 Cr.
Larsen & Toubro Ltd. 5.50% ₹ 66.95 Cr.
Others 58.79% -

Other Holdings

Holding TypeHolding Percentage
MF Units 1.48%
Net Receivables 1.40%
TREPS 0.17%
Reverse Repo 0.05%