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Fincash » Mutual Funds » Sundaram Select Focus Fund

Sundaram Select Focus Fund - G

NAV  ₹264.968 ↓ -1.18  (-0.45 %) as on 24 Dec 21

Scheme Objective

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for Sundaram Select Focus Fund

NAV as on 24 Dec 21₹264.968 ↓ -1.18  (-0.45 %)
Net Assets (AUM) as on 30 Nov 2021 ₹1,354 Cr.
Launch Date30 Jul 2002
CategoryEquity - Focused
Rating
TypeOpen Ended Fund
RiskModerately High
AMCSundaram Asset Management Company Ltd
Alpha Ratio-5.62
Expense Ratio2.52 %
Sharpe Ratio1.845
Information Ratio-0.52
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21

DurationReturns
1 Month -2.6%
3 Month -5%
6 Month 8.5%
1 Year 24.5%
3 Year 17%
5 Year 17.3%
10 Year
15 Year
Since launch 18.4%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013

Growth of 10k Over Years

DateValue
30 Apr 17₹10,000
30 Apr 18₹11,738
30 Apr 19₹12,454
30 Apr 20₹11,227
30 Apr 21₹15,647
Sundaram Select Focus Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Sundaram Select Focus Fund Asset Allocation

Sector Allocation

SectorValue
Sundaram Select Focus Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
0 of 0
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Fund Managers

NameSinceTenure

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Sundaram Select Focus Fund
Growth
₹264.968
↓ -1.18
8.49 %24.49 %17.03 %17.29 %
Sundaram Select Focus Fund
Normal Dividend, Reinvestment
₹17.302
↓ -0.08
8.49 %24.02 %17.37 %17.32 %
Sundaram Select Focus Fund
Normal Dividend, Payout
₹17.302
↓ -0.08
8.49 %24.02 %17.37 %17.32 %
Data as on 24 Dec 21

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.