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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹10000000

AUM (Fund size)

₹1,354 Cr

Lock In Period

N/A

Expense Ratio

2.18

Benchmark

Nifty 50 Total Returns Index

Exit Load

For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.

Summary

Latest details for Sundaram Select Focus - Institutional Plan Growth include a ₹289.7731 NAV as of Dec 24,2021 and returns since inception of 64.54%. Minimum investments start at SIP ₹0. The Sundaram Select Focus - Institutional Plan Growth AUM is ₹1,354 Cr, with a lock-in of N/A years, expense ratio of 2.18%, and benchmark Nifty 50 Total Returns Index. Exit load is - For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.. In the growth review for 1M Month/Year, the fund recorded -2.52% returns, against a category average of 1.08% and a category best of 8.71%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.521.088.71
6M9.032.1427.55
1Y25.706.2934.53
3Y18.0614.42105.33

Portfolio Analysis

  • Equity: 95.48%
  • Debt: 4.53%
  • Others
As on: 2021-11-30
View allocation % by

1. ICICI Bank Ltd9.06%
2. HDFC Bank Ltd8.61%
3. State Bank of India5.50%
4. Housing Development Finance Corporation Ltd4.49%
5. Axis Bank Ltd4.36%
6. Bajaj Finserv Ltd3.41%
7. Shriram Transport Finance Company Ltd2.17%
8. Kotak Mahindra Bank Ltd1.06%

1. Infosys Ltd9.89%
2. Tata Consultancy Services Ltd5.04%
3. HCL Technologies Ltd4.47%
4. MindTree Ltd1.40%

1. Reliance Industries Ltd5.96%
2. Bharat Petroleum Corporation Ltd2.78%

1. Larsen & Toubro Ltd6.15%

1. Hindustan UniLever Ltd1.91%
2. TATA Consumer Products Ltd1.48%
3. Dabur India Ltd0.88%

1. Bharti Airtel Ltd3.16%
2. Bharti Airtel Ltd - Partly Paid Right Shares0.12%

1. Varun Beverages Ltd2.94%

1. Ashok Leyland Ltd1.80%
2. Motherson Sumi Systems Ltd0.99%

1. Sun Pharmaceutical Industries Ltd1.39%
2. Cipla Ltd0.59%
3. Divi's Laboratories Ltd0.52%

1. Ultratech Cement Ltd1.74%

1. Indraprastha Gas Ltd1.64%

1. PI Industries Ltd1.11%

About Fund

Sundaram Select Focus - Institutional Plan Growth managed by Sundaram Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹1,354 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 2.18. Under the expert guidance of Rahul Baijal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rahul Baijal

Mr. Rahul Baijal holds B. E. Electronics & Communication, MBA. His past experience including assignments held during the past 10 years are Bharti-AXA Life Insurance Fund Manager/Vice-President Investments Jun 2012 - Jun 2016, TVF Capital (erstwhile Voyager Capital) Director/Portfolio Manager/Investment, Jun 2005 - Apr 2012.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Select Focus Growth31353.89 CR2.23
This FundKotak Focused Fund Growth43700.47 CR1.88
This FundSundaram Select Focus - Institutional Plan Growth01353.89 CR2.18
This FundHDFC Focused Fund - Growth524169.51 CR1.62
This FundICICI Prudential Focused Equity Fund Growth514570.82 CR1.69
Fund Name1Y3Y
This FundSundaram Select Focus Growth26.817658.8556
This FundKotak Focused Fund Growth14.34760.3608
This FundSundaram Select Focus - Institutional Plan Growth28.053763.0778
This FundHDFC Focused Fund - Growth5.334769.419
This FundICICI Prudential Focused Equity Fund Growth9.80678.7139

FAQs

Sundaram Select Focus - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Select Focus - Institutional Plan Growth is 2.18. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Select Focus - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : -2.52%
  • 6 Months : 9.03%
  • 1 Year : 25.70%
  • 3 Years : 18.06%
Returns of Sundaram Select Focus - Institutional Plan Growth are updated daily based on NAV of ₹ 289.7731 as on Dec 24,2021. Since inception, the return has been 64.54%.

You can invest in Sundaram Select Focus - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Select Focus - Institutional Plan Growth is ₹1,354 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Select Focus - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500