Sundaram Select Focus Fund - G

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

📑 Table of contents

Scheme Objective
NAV Price Chart
Returns
- Historical Returns
- Compounded Returns
Growth Of 10k Over Years
Holdings / Portfolio
All Plan & Options
Fund Manager Information
Custodians
Registrar & Transfer Agent (RTA)
Administrator Companies
Auditors

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 Date	30 Jul 2002
Category	Equity - Focused
Rating	☆☆☆
Type	Open Ended Fund
Risk	Moderately High
AMC	Sundaram Asset Management Company Ltd

Alpha Ratio	-5.62
Expense Ratio	2.52 %
Sharpe Ratio	1.845
Information Ratio	-0.52
Benchmark	Not Available
Min Investment	₹5,000
Min SIP Investment	₹100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

NAV Price Chart

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

Duration	Returns
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

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016

Growth of 10k Over Years

Date	Value

Asset Allocation

Asset Class	Value

Sector Allocation

Sector	Value

Top Securities Holdings / Portfolio

Holdings/Securities

Name	Global Industry	Holding	Value	Quantity

0 of 0

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Fund Managers

Name	Since	Tenure

All Plan & Options

Fund and Plan	NAV	6 Month	1 Year	3 Year	5 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.

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