Sundaram Select Focus Fund - Direct Plan - Growth Option
Sundaram Select Focus Fund - Direct Plan - Growth Option

Sundaram Select Focus Fund - Direct Plan - Growth Option

Equity
Direct
Very High Risk
Focused Fund

NAV: ₹ 301.28 as on 26-10-2021

Fund Overview

Expense ratio
Expense ratio
1.24%
Benchmark
Benchmark
IISL Nifty 50 TR INR
AUM
AUM
₹1408 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
77.48%

Fund Distribution

  • Equity 99.2%
  • Debt & Cash 0.8%
Size breakup
Large cap
97.67%
Mid cap
2.34%
Sector Allocation
Financial Services38.9%
Tech20.5%
Energy8.7%
Industrial7.7%
Defensive7.5%
Health5.5%
Basic Materials4.5%
Communication2.9%
Utilities2.3%
Cyclical1.4%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings33
Equity Holdings31
Debt Holdings2
ICICI Bank Ltd
ICICI Bank Ltd
9.3%
Infosys Ltd
Infosys Ltd
9.2%
HDFC Bank Ltd
HDFC Bank Ltd
8.8%
Larsen & Toubro Ltd
Larsen & Toubro Ltd
5.7%
Reliance Industries Ltd
Reliance Industries Ltd
5.5%
State Bank of India
State Bank of India
5.2%
Tata Consultancy Services Ltd
Tata Consultancy Services Ltd
5.2%
Axis Bank Ltd
Axis Bank Ltd
4.9%

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

S. Bharath,Rahul Baijal
About the fund

About the fund

This fund has delivered an average annual returns of 14.64% since inception which is less than its category average return of 21.23%
Fund Allocations

Fund Allocations

This fund has an allocation of 99.2% in Equity, 0% in Debt and 0.8% in Cash related instruments
AUM size ₹1408 Cr

AUM size ₹1408 Cr

This fund has AUM of ₹1408 Cr which is less than its category average of ₹ 3249 Cr
Expense Ratio 1.24%

Expense Ratio 1.24%

This fund has an expense ratio of 1.24% which is less than its category average expense ratio of 1.6%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
We are a SEBI registered investement advisor