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 | S&P BSE 500 India TR INR |
| Expense Ratio | 1.63% |
| Min subscription | ₹ 100 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,046 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 100 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 14.83% | |
| 100 | 100 | 20.21% | |
| 1000 | 1000 | 14.8% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 9 |
| Reliance Industries Ltd | Equity | 9 |
| ICICI Bank Ltd | Equity | 9 |
| Larsen & Toubro Ltd | Equity | 8 |
| Axis Bank Ltd | Equity | 6 |
| Housing Development Finance Corp Ltd | Equity | 6 |
| Hindustan Unilever Ltd | Equity | 5 |
| Kotak Mahindra Bank Ltd | Equity | 5 |
| Infosys Ltd | Equity | 4 |
| Bharti Airtel Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 96 |
| Mutual Fund - Open End | 2 |
| Cash - Repurchase Agreement | 1 |
| Cash | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 44 |
| Consumer Defensive | 10 |
| Industrials | 10 |
| Energy | 10 |
| Consumer Cyclical | 7 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m