Sundaram Select Focus - Direct Plan
To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• Investment in equity & equity related instruments of select stocks,
Fund Info
| Scheme Class | Equity |
| Scheme Category | Focused Fund |
| Benchmark Type | Nifty 50 Index |
| Expense Ratio | 1.68% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 971 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 13.69% | |
| 500 | 500 | 11.0% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 10.97% | |
| 1000 | 1000 | 9.87% | |
| 1000 | 1000 | 14.06% | |
| 1000 | 1000 | 14.77% | |
| 1000 | 1000 | 12.14% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| ICICI Bank Ltd | Equity | 10 |
| HDFC Bank Ltd | Equity | 9 |
| Axis Bank Ltd | Equity | 7 |
| Infosys Ltd | Equity | 7 |
| Reliance Industries Ltd | Equity | 7 |
| ITC Ltd | Equity | 6 |
| Kotak Mahindra Bank Ltd | Equity | 6 |
| Housing Development Finance Corp Ltd | Equity | 6 |
| Torrent Pharmaceuticals Ltd | Equity | 5 |
| State Bank of India | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Mutual Fund - Open End | 2 |
| Cash - Collateral | 1 |
| Cash | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 37 |
| Information Technology Services | 9 |
| Oil & Gas Refining & Marketing | 7 |
| Specialty Finance | 6 |
| Tobacco | 6 |
Sundaram Mutual Fund
AUM
₹30,497 Cr
About
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
Email
Phone
1860 425 7237
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 600 014
Sundaram Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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