Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,354 Cr
Lock In Period
N/A
Expense Ratio
2.23
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 Growth include a ₹264.9676 NAV as of Dec 24,2021 and returns since inception of 60.28%. Minimum investments start at SIP ₹100. The Sundaram Select Focus Growth AUM is ₹1,354 Cr, with a lock-in of N/A years, expense ratio of 2.23%, 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 -2.60% returns, against a category average of -0.50% and a category best of 2.59%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.60 | -0.50 | 2.59 |
| 6M | 8.49 | 2.20 | 27.55 |
| 1Y | 24.49 | 6.50 | 34.53 |
| 3Y | 17.03 | 16.26 | 105.33 |
Portfolio Analysis
- Equity: 95.48%
- Debt: 4.53%
- Others
As on: 2021-11-30
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About Fund
Sundaram Select Focus 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 2.23. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundJM Focused Fund Growth | 3 | 284.03 CR | 2.39 |
| This FundAditya Birla Sun Life Focused Fund Growth | 3 | 8068.13 CR | 1.81 |
| This FundSundaram Select Focus Growth | 3 | 1353.89 CR | 2.23 |
| This FundHDFC Focused Fund - Growth | 5 | 26332.2 CR | 1.61 |
| This FundICICI Prudential Focused Equity Fund Growth | 5 | 14935.49 CR | 1.69 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundJM Focused Fund Growth | 4.0195 | 53.6751 |
| This FundAditya Birla Sun Life Focused Fund Growth | 11.8631 | 56.4072 |
| This FundSundaram Select Focus Growth | 26.8176 | 58.8556 |
| This FundHDFC Focused Fund - Growth | 11.5237 | 72.3894 |
| This FundICICI Prudential Focused Equity Fund Growth | 15.194 | 78.1274 |
FAQs
Sundaram Select Focus 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 Growth is 2.23. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Select Focus Growth’s fund performance is as follows:
- 1 Month : -2.60%
- 6 Months : 8.49%
- 1 Year : 24.49%
- 3 Years : 17.03%
You can invest in Sundaram Select Focus 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 Growth is ₹1,354 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Select Focus 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