Sundaram Select Focus Fund Regular Growth+5.13%

4Groww
3.58%
1 Year Return
Equity
Focused
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Select Focus Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.38%
NAV179.71 (20 Sep 2019)
Fund Started30 Jul 2002
Fund Size973 Cr

Fund Overview

Quick overview of Sundaram Select Focus Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Select Focus Fund Regular Growth
3.6%
11.1%
8.0%
18.0%
Category Average
-2.5%
9.3%
13.3%
-
Rank within category
16
14
23
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 3.6% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    1. Higher expense ratio
    2. 5Y Returns are lower than the benchmark
    3. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.1%
    Reliance Industries Ltd.EnergyEquity8.5%
    ICICI Bank Ltd.FinancialEquity7.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.5%
    Axis Bank Ltd.FinancialEquity5.9%
    Larsen & Toubro Ltd.ConstructionEquity5.2%
    Kotak Mahindra Bank Ltd.FinancialEquity4.8%
    Torrent Pharmaceuticals Ltd.HealthcareEquity4.4%
    National Thermal Power Corp. Ltd.EnergyEquity4.1%
    ITC Ltd.FMCGEquity3.7%
    See All

    Fund Managers

    addRahul Baijal
    Education
    Mr. Baijal is B.E. Electronics & Communication and MBA.
    Experience
    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).
    Funds Managed

    Other Details

    Sundaram Select Focus Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 30 Jul 2002. Rahul Baijal is the Current Fund Manager of Sundaram Select Focus Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹973 Cr and the Latest NAV as of 20 Sep 2019 is ₹179.71.

    The Sundaram Select Focus Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 12 months.

    Investment Objective

    To achieve capital appreciation by investing in a very few select stocks.

    Tax Implications

    Returns 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.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
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