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Partner With Us

Oct 26, 2021


Category

Equity

AUM (Cr.)

1,407.72

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.22

Sharpe Ratio

28.79

Beta Ratio

0.00

Fund Manager

Rahul Baijal

Inception Date

Jul 30, 2002

Risk Level

Very High

Investment Objective

To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Select Focus - (IDCW) 1.11 25.76 52.55 21.25 16.73 18.82
Benchmark - Nifty 50 TRI 1.55 27.34 53.62 22.82 17.26 0
Category Average - BEST EQUITY PERFORMERS 2.54 27.5 59.85 22.98 15.52 21.18
Category Rank 5/2 8/2 9/2 6/2 6/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
BNP Paribas Focused 25 Equity Fund (G) 15.1780 1.93 52.21 21.67 0.00 214.55 2.46 5,000.00 invest
BNP Paribas Focused 25 Equity Fund (IDCW) 15.1790 1.93 52.22 21.68 0.00 214.55 2.46 5,000.00 invest
HSBC Focused Equity Fund (G) 16.8572 1.64 61.28 0.00 0.00 579.29 2.43 5,000.00 invest
JM Core 11 Fund (IDCW) 12.3784 1.46 53.73 17.69 11.88 45.30 0.00 5,000.00 invest
HDFC Focused 30 Fund (IDCW) 19.8000 -82.89 79.00 18.53 11.94 838.19 2.48 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-ICICI Bank Sep 30, 2021 130.50 9.27 -2.53
Equity-Infosys Sep 30, 2021 129.64 9.21 -1.83
Equity-HDFC Bank Sep 30, 2021 124.47 8.84 0.86
Equity-Larsen & Toubro Sep 30, 2021 80.36 5.71 1.84
Equity-Reliance Industr Sep 30, 2021 78.06 5.54 11.56
Equity-St Bk of India Sep 30, 2021 73.22 5.20 6.33
Equity-TCS Sep 30, 2021 73.01 5.19 -0.29
Equity-Axis Bank Sep 30, 2021 69.07 4.91 -2.54
Equity-HCL Technologies Sep 30, 2021 61.62 4.38 8.23
Equity-H D F C Sep 30, 2021 57.28 4.07 -1.58

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Select Focus - (IDCW)
Contact Persone : Rahul Baijal
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : dhirent@sundarammutual.com
Website : www.sundarammutual.com
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