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Sundaram Select Focus Fund

Sundaram Select Focus Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.16

as on 14 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,375 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

  • ₹ 281.701

    as on 14 Oct 2021
  • Regular - Growth

  • 11 / 22

  • ₹ 100

  • ₹ 1,283 Cr.

    as on 14 Oct 2021
  • 2.26%

    since 31 May 2021
  • 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 ₹ 281.701 as on 14 Oct 2021.

This fund has 19 years of track record. Since 31 May 2021 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 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 10.00% 20.56% 35.72% 82.65% 37.59% 31.15% 20.14% 19.43% 65.28% 55.61% 40.17% 27.12% 20.11%
Category Average 5.11% 14.43% 28.33% 60.11% 29.42% 21.75% 15.80% 15.83% 53.47% 44.60% 31.71% 20.88% 16.97%
Sundaram Select Focus Fund 2.94%₹ 10,293 13.77%₹ 11,377 25.25%₹ 12,524 50.49%₹ 15,049 45.20%₹ 14,758 24.79%₹ 15,581 38.18%₹ 34,189 20.16%₹ 17,375 27.90%₹ 53,810 17.07%₹ 21,996 19.91%₹ 98,491 13.44%₹ 35,320 15.42%₹ 2,69,122
IIFL Focused Equity Fund 5.68%₹ 10,567 17.53%₹ 11,752 34.41%₹ 13,441 66.44%₹ 16,644 61.83%₹ 15,707 37.22%₹ 18,845 52.12%₹ 38,235 31.15%₹ 22,606 40.17%₹ 63,217 19.57%₹ 24,457 27.12%₹ 1,17,178 - -
Axis Focused 25 Fund 7.07%₹ 10,706 20.56%₹ 12,056 35.72%₹ 13,571 64.68%₹ 16,468 63.05%₹ 15,776 31.50%₹ 17,306 48.85%₹ 37,270 25.03%₹ 19,583 35.98%₹ 59,890 20.14%₹ 25,042 24.90%₹ 1,11,119 - -
SBI Focused Equity Fund 4.46%₹ 10,446 15.55%₹ 11,555 33.31%₹ 13,330 70.26%₹ 17,025 64.34%₹ 15,848 31.68%₹ 17,353 47.82%₹ 36,969 25.92%₹ 20,001 35.10%₹ 59,212 18.75%₹ 23,626 24.25%₹ 1,09,402 19.03%₹ 57,167 19.98%₹ 3,44,053
Principal Focused Multicap Fund 6.53%₹ 10,653 14.94%₹ 11,494 31.38%₹ 13,137 66.14%₹ 16,613 59.55%₹ 15,579 34.92%₹ 18,219 48.97%₹ 37,306 25.76%₹ 19,927 35.95%₹ 59,864 17.67%₹ 22,573 23.91%₹ 1,08,495 16.24%₹ 45,103 18.07%₹ 3,10,466
ICICI Prudential Focused Equity Fund 6.01%₹ 10,600 15.17%₹ 11,517 30.63%₹ 13,062 68.18%₹ 16,818 58.80%₹ 15,537 33.54%₹ 17,848 49.68%₹ 37,516 20.49%₹ 17,517 34.25%₹ 58,555 15.11%₹ 20,218 21.76%₹ 1,03,015 14.88%₹ 40,070 16.20%₹ 2,80,647

Portfolio Holdings

Portfolio holdings pattern of Sundaram Select Focus Fund as on 18 Oct 2021 are listed below:

  • Equity Holdings:

    97.25%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.73%

Top Sector Holdings of Sundaram Select Focus Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 30.04% ₹ 385.49 Cr.
Computers - Software 19.54% ₹ 250.64 Cr.
Refineries/Marketing 8.84% ₹ 113.42 Cr.
Engineering, designing, construction 5.52% ₹ 70.81 Cr.
Housing Finance 4.51% ₹ 57.90 Cr.
Others 31.55% -

Top Stock Holdings of Sundaram Select Focus Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.88% ₹ 126.72 Cr.
ICICI Bank Ltd. 9.34% ₹ 119.88 Cr.
HDFC Bank Ltd. 9.11% ₹ 116.89 Cr.
Larsen & Toubro Ltd. 5.52% ₹ 70.81 Cr.
Tata Consultancy Services Ltd. 5.46% ₹ 70.01 Cr.
Others 60.69% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 1.34%
Reverse Repo 0.81%
TREPS 0.58%