Sundaram Select Focus Fund Regular Growth-1.15%

5
-0.30%
1 Year Return
Equity
Focused
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Select Focus Fund Regular Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio2.42%
NAV174.54 (03 Aug 2020)
Fund Started30 Jul 2002
Fund Size977 Cr

Fund Overview

Quick overview of Sundaram Select Focus Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Select Focus Fund Regular Growth
-0.3%
3.6%
6.0%
17.3%
Category Average
-16.9%
0.9%
7.0%
-
Rank within category
30
18
10
-
*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
    0
    with -0.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.7%
    HDFC Bank Ltd.FinancialEquity8.5%
    Bharti Airtel Ltd.CommunicationEquity8.4%
    ICICI Bank Ltd.FinancialEquity6.8%
    Infosys Ltd.TechnologyEquity6.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.3%
    Larsen & Toubro Ltd.ConstructionEquity4.9%
    National Thermal Power Corp. Ltd.EnergyEquity4.5%
    Hero Motocorp Ltd.AutomobileEquity4.2%
    Hindustan Unilever Ltd.FMCGEquity4.0%
    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

    Sundaram Select Focus Fund Regular Growth Details

    Sundaram Select Focus Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 30 Jul 2002. Rahul Baijal is the Current Fund Manager of Sundaram Select Focus Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹977 Cr and the Latest NAV as of 03 Aug 2020 is ₹174.54.

    The Sundaram Select Focus Fund Regular Growth is rated Moderately 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.

    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
    ₹100
    Min for Second Investment
    For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
    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
    26 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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