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Partner With Us

Nov 26, 2021


Category

Equity

AUM (Cr.)

1,402.73

Exit Load (%)

0.00

Min Inv Lumpsum

10,000,000

Expense Ratio

1.52

Sharpe Ratio

26.95

Beta Ratio

0.00

Fund Manager

Rahul Baijal

Inception Date

Apr 24, 2008

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 - Inst (G) -5.84 12.65 34.37 18.34 18.14 9.93
Benchmark - Nifty 50 TRI -6.74 12.21 32.64 18.41 17.42 0
Category Average - BEST EQUITY PERFORMERS -4.47 14.6 39.02 18.77 16.16 18.81
Category Rank 7/3 6/3 9/3 7/3 6/3 3/3
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Focused Equity Fund (G) 252.9484 -1.67 52.51 25.90 20.82 21,676.55 1.93 5,000.00 invest
DSP Focus Fund (G) 33.5690 -2.10 28.00 16.24 13.17 2,134.40 0.00 500.00 invest
L&T Focused Equity Fund (G) 15.8140 -2.18 29.50 15.99 0.00 1,011.17 2.33 5,000.00 invest
L&T Focused Equity Fund (IDCW) 15.8140 -2.18 29.50 15.99 0.00 1,011.17 2.33 5,000.00 invest
HDFC Focused 30 Fund (IDCW) 18.4730 -83.49 50.10 14.23 12.01 920.37 2.49 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 Oct 31, 2021 137.67 9.81 5.49
Equity-Infosys Oct 31, 2021 129.07 9.20 -0.44
Equity-HDFC Bank Oct 31, 2021 123.52 8.81 -0.76
Equity-Reliance Industr Oct 31, 2021 91.00 6.49 16.58
Equity-Larsen & Toubro Oct 31, 2021 83.36 5.94 3.74
Equity-St Bk of India Oct 31, 2021 81.16 5.79 10.85
Equity-Axis Bank Oct 31, 2021 66.86 4.77 -3.20
Equity-TCS Oct 31, 2021 65.71 4.68 -10.01
Equity-H D F C Oct 31, 2021 64.75 4.62 13.05
Equity-HCL Technologies Oct 31, 2021 55.08 3.93 -10.61

latest news

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...

Nov 26, 2021 11:52

Sundaram Diversified Equity Fund Announces dividend

Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...

Mar 09, 2021 11:47

Sundaram Equity Hybrid Fund Announces dividend

Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...

Mar 04, 2021 12:29

Sundaram Mutual Fund Announces change in benchmark index under two schemes

Sundaram Mutual Fund has decided to change the benchmark index for the foll...

May 29, 2020 12:17

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Select Focus - Inst (G)
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