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Sundaram Select Focus Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Select Focus Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,354 Cr

Lock In Period

N/A

Expense Ratio

2.23

Exit Load

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

Benchmark

Nifty 50 Total Returns Index

Sundaram Select Focus Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.601.028.21
6M8.492.0127.55
1Y24.494.9434.53
3Y17.0314.93105.33

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 Growth

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.

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
Kotak Focused Fund Growth44118.05 CR2.01
SBI Focused Fund Growth546623.39 CR1.71
Sundaram Select Focus Growth31353.89 CR2.23
ICICI Prudential Focused Equity Fund Growth516147.16 CR2.23
Fund Name1Y3Y
This FundKotak Focused Fund Growth8.293755.3274
This FundSBI Focused Fund Growth10.593657.5042
This FundSundaram Select Focus Growth26.817658.8556
This FundICICI Prudential Focused Equity Fund Growth4.42568.2706

Sundaram Select Focus Growth 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%
Returns of Sundaram Select Focus Growth are updated daily based on NAV of ₹ 264.9676 as on Dec 24,2021. Since inception, the return has been 60.28%.

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.