Sundaram Select Focus Fund Direct Growth - Latest NAV[283.51], MF Performance & Returns 2022

Name: Sundaram Select Focus Fund Direct Growth
Brand: Sundaram Mutual Fund
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Sundaram Select Focus Fund Direct Growth
Equity
Focused
Very High Risk
18.04%
3Y annualised
-0.44% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 24 Dec 2021₹283.51
Min. SIP amount₹100
Rating5
Fund size₹1,353.89Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.7%18.0%18.5%13.4%
Category average48.0%13.9%14.2%NA
Rank with in category35204NA
Understand terms
Holdings (30)NameSectorInstrumentAssets
Infosys Ltd.
TechnologyEquity9.9%
ICICI Bank Ltd.
FinancialEquity9.1%
HDFC Bank Ltd.
FinancialEquity8.6%
Larsen & Toubro Ltd.
ConstructionEquity6.2%
Reliance Industries Ltd.
EnergyEquity6.0%
State Bank of India
FinancialEquity5.5%
Tata Consultancy Services Ltd.
TechnologyEquity5.0%
Housing Development Finance Corpn. Ltd.
FinancialEquity4.5%
HCL Technologies Ltd.
TechnologyEquity4.5%
Axis Bank Ltd.
FinancialEquity4.4%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Focused
Pros
3Y and 5Y annualised returns higher than category average
Lower expense ratio: 1.25%
Cons
1Y annualised returns lower than category average by 19.75%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2021 - Present
1.25%
31 Oct 2021 - 30 Nov 2021
1.25%
30 Sep 2021 - 31 Oct 2021
1.24%
31 Aug 2021 - 30 Sep 2021
1.27%
31 Jul 2021 - 31 Aug 2021
1.27%
30 Jun 2021 - 31 Jul 2021
1.27%
31 May 2021 - 30 Jun 2021
1.27%
30 Apr 2021 - 31 May 2021
1.29%
31 Mar 2021 - 30 Apr 2021
1.30%
28 Feb 2021 - 31 Mar 2021
1.34%
31 Jan 2021 - 28 Feb 2021
1.35%
31 Dec 2020 - 31 Jan 2021
1.34%
30 Nov 2020 - 31 Dec 2020
1.24%
31 Oct 2020 - 30 Nov 2020
1.26%
30 Sep 2020 - 31 Oct 2020
1.40%
31 Aug 2020 - 30 Sep 2020
1.30%
31 Jul 2020 - 31 Aug 2020
1.31%
30 Jun 2020 - 31 Jul 2020
1.43%
31 May 2020 - 30 Jun 2020
1.45%
30 Apr 2020 - 31 May 2020
1.54%
31 Mar 2020 - 30 Apr 2020
1.39%
29 Feb 2020 - 31 Mar 2020
1.50%
31 Jan 2020 - 29 Feb 2020
1.49%
31 Dec 2019 - 31 Jan 2020
1.44%
30 Nov 2019 - 31 Dec 2019
1.61%
31 Oct 2019 - 30 Nov 2019
1.63%
30 Sep 2019 - 31 Oct 2019
1.64%
31 Aug 2019 - 30 Sep 2019
1.69%
31 Jul 2019 - 31 Aug 2019
1.69%
30 Jun 2019 - 31 Jul 2019
1.68%
31 May 2019 - 30 Jun 2019
1.68%
30 Apr 2019 - 31 May 2019
1.69%
31 Mar 2019 - 30 Apr 2019
1.68%
28 Feb 2019 - 31 Mar 2019
1.73%
31 Jan 2019 - 28 Feb 2019
1.74%
31 Dec 2018 - 31 Jan 2019
1.75%
30 Nov 2018 - 31 Dec 2018
1.76%
31 Oct 2018 - 30 Nov 2018
0.62%
30 Sep 2018 - 31 Oct 2018
0.62%
31 Aug 2018 - 30 Sep 2018
0.53%
31 Jul 2018 - 31 Aug 2018
0.55%
30 Jun 2018 - 31 Jul 2018
0.58%
31 May 2018 - 30 Jun 2018
0.78%
30 Apr 2018 - 31 May 2018
0.80%
31 Mar 2018 - 30 Apr 2018
0.82%
28 Feb 2018 - 31 Mar 2018
0.82%
31 Jan 2018 - 28 Feb 2018
0.83%
31 Dec 2017 - 31 Jan 2018
0.85%
30 Nov 2017 - 31 Dec 2017
1.10%
31 Oct 2017 - 30 Nov 2017
1.68%
Expense ratio, exit load and taxExpense ratio: 1.25%Inclusive of GST
Exit loadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementS Bharath
Feb 2021 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sundaram Diversified Equity Fund IDCW
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Select Focus Fund Regular IDCW
Sundaram Select Focus Fund Regular Growth
Sundaram Mid Cap Fund Regular IDCW
Sundaram Mid Cap Fund Regular Growth
Sundaram Diversified Equity Fund Growth
Sundaram Rural and Consumption Fund Regular Growth
Sundaram Rural and Consumption Fund Regular IDCW
Sundaram Select Focus Fund Institutional IDCW
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Sundaram Mid Cap Fund Institutional IDCW
Sundaram Rural and Consumption Fund Institutional IDCW
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Diversified Equity Fund Direct IDCW
Sundaram Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Select Focus Fund Direct IDCW
Sundaram Select Focus Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct IDCW
Sundaram Rural and Consumption Fund Direct IDCW
Sundaram Rural and Consumption Fund Direct Growth
Sundaram Infrastructure Advantage Fund Regular IDCW
Sundaram Infrastructure Advantage Fund Direct IDCW
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Infrastructure Advantage Fund Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW
Sundaram Long Term Tax Advantage Fund Series I Direct IDCW
Sundaram Value Fund Series II Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Regular Growth
Sundaram Value Fund Series III Regular Growth
Sundaram Value Fund Series III Regular IDCW
Sundaram Value Fund Series III Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct IDCW
Sundaram Smart NIFTY 100 Equal Weight Fund Regular IDCW
Sundaram Smart NIFTY 100 Equal Weight Fund Regular Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Value Fund Series VII Regular IDCW
Sundaram Value Fund Series VII Regular Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Value Fund Series VIII Regular Growth
Sundaram Value Fund Series VIII Regular IDCW
Sundaram Value Fund Series VIII Direct IDCW
Sundaram Value Fund Series VIII Direct Growth
Sundaram Value Fund Series IX Regular Growth
Sundaram Value Fund Series IX Regular IDCW
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series IX Direct IDCW
Sundaram Value Fund Series X Regular Growth
Sundaram Value Fund Series X Regular IDCW
Sundaram Value Fund Series X Direct IDCW
Sundaram Value Fund Series X Direct Growth
Sundaram Multi Cap Fund Series I Direct IDCW
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series I Regular IDCW
Sundaram Multi Cap Fund Series I Regular Growth
Sundaram Multi Cap Fund Series II Regular Growth
Sundaram Multi Cap Fund Series II Regular IDCW
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Equity Savings Fund(Ex) Regular Growth
Sundaram Equity Savings Fund(Ex) Regular IDCW
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Equity Savings Fund(Ex) Direct IDCW
Sundaram Equity Fund Regular Growth
Sundaram Equity Fund Regular IDCW
Sundaram Equity Fund Direct Growth
Sundaram Equity Fund Direct IDCW
Sundaram Arbitrage Fund(Ex) Regular Growth
Sundaram Arbitrage Fund(Ex) Regular IDCW
Sundaram Arbitrage Fund(Ex) Direct IDCW
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Regular IDCW
Sundaram Balanced Advantage Fund(Ex) Regular Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct IDCW
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
Sundaram Balanced Advantage Fund Growth
Sundaram Balanced Advantage Fund IDCW Monthly
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW Monthly
Rahul Baijal
Oct 2016 - Present
View details
Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Select Focus Fund Regular IDCW
Sundaram Select Focus Fund Regular Growth
Sundaram Select Focus Fund Institutional IDCW
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Sundaram Financial Services Opportunities Fund Regular IDCW
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional IDCW
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Multi Asset Fund Growth
Sundaram Multi Asset Fund IDCW
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Multi Asset Fund Direct Growth
Sundaram Multi Asset Fund Direct IDCW
Sundaram Select Focus Fund Direct IDCW
Sundaram Select Focus Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct IDCW
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Hybrid Fund Series F Regular Growth
Sundaram Hybrid Fund Series F Regular IDCW Yearly
Sundaram Hybrid Fund Series H Regular Growth
Sundaram Hybrid Fund Series H Regular IDCW Half Yearly
Sundaram Hybrid Fund Series K Regular Growth
Sundaram Hybrid Fund Series M Regular Growth
Sundaram Hybrid Fund Series N Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
Sundaram Hybrid Fund Series O Regular Growth
Sundaram Hybrid Fund Series O Regular IDCW Half Yearly
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular IDCW
Sundaram Top 100 Series VI Regular Growth
Sundaram Top 100 Series VII Regular Growth
Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct IDCW
Sundaram Services Fund Regular Growth
Sundaram Services Fund Regular IDCW
Sundaram Balanced Advantage Fund(Ex) Regular IDCW
Sundaram Balanced Advantage Fund(Ex) Regular Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct IDCW
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Sundaram Focused IDCW Half Yearly
Sundaram Focused Growth
Sundaram Focused Fund Direct Growth
Sundaram Focused Fund Direct IDCW Half Yearly
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
Sundaram Balanced Advantage Fund Growth
Sundaram Balanced Advantage Fund IDCW Monthly
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW Monthly
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹32,095.30Cr
Date of Incorporation26 Feb 1996
 Sundaram Select Focus Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to in
 Sundaram Select Focus Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rahul Baijal is the Current Fund Manager of Sundaram Select Focus Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,095 Cr and the Latest NAV as of 24 Dec 2021 is ₹283.51.
The Sundaram Select Focus Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
...Read more
Investment Objective
The scheme aims to generate capital appreciation by investing in a very few select stocks. It will generally hold stocks upto 50 companies each with a
The scheme aims to generate capital appreciation by investing in a very few select stocks. It will generally hold stocks upto 50 companies each with a market capitalisation of not less than Rs. 500 crores.
...Read more
Fund benchmarkNIFTY 50 TRI
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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FAQsHow to Invest in Sundaram Select Focus Fund Direct Growth
You can easily invest in Sundaram Select Focus Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account
 Search for Sundaram Select Focus Fund Direct Growth from the search box 
 In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
 Once you are done with that, you can start investing in Sundaram Select Focus Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Select Focus Fund Direct Growth provide?
The Sundaram Select Focus Fund Direct Growth has been there from 02 Jan 2013 and the average annual returns provided by this
fund is 25.71% since its inception.
How much expense ratio is charged by Sundaram Select Focus Fund Direct Growth?
The term Expense Ratio used for Sundaram Select Focus Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. 

The Expense Ratio of Sundaram Select Focus Fund Direct Growth is 1.25% as of 19 Jan 2022...
What is the AUM of Sundaram Select Focus Fund Direct Growth?
The AUM, short for Assets Under Management of Sundaram Select Focus Fund Direct Growth is ₹1,353.89Cr as of 19 Jan 2022.
How to Redeem Sundaram Select Focus Fund Direct Growth?
If you want to sell your Sundaram Select Focus Fund Direct Growth holdings, go to your holding on the app or
web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your
desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Select Focus Fund Direct Growth?
You can select either SIP  or Lumpsum  investment of Sundaram Select Focus Fund Direct Growth based on your investment objective and risk tolerance.
What is the NAV of Sundaram Select Focus Fund Direct Growth?
The NAV of Sundaram Select Focus Fund Direct Growth is ₹283.51 as of 24 Dec 2021.
What is the PE and PB ratio of Sundaram Select Focus Fund Direct Growth?
The PE ratio ratio of Sundaram Select Focus Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).
	1Y	3Y	5Y	All
Fund returns	25.7%	18.0%	18.5%	13.4%
Category average	48.0%	13.9%	14.2%	NA
Rank with in category	35	20	4	NA
Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	9.9%
ICICI Bank Ltd.	Financial	Equity	9.1%
HDFC Bank Ltd.	Financial	Equity	8.6%
Larsen & Toubro Ltd.	Construction	Equity	6.2%
Reliance Industries Ltd.	Energy	Equity	6.0%
State Bank of India	Financial	Equity	5.5%
Tata Consultancy Services Ltd.	Technology	Equity	5.0%
Housing Development Finance Corpn. Ltd.	Financial	Equity	4.5%
HCL Technologies Ltd.	Technology	Equity	4.5%
Axis Bank Ltd.	Financial	Equity	4.4%
Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100
Rating	5
Fund size	₹1,353.89Cr