Sundaram Select Focus-Growth

Fund Returns

NAV Rs. 194.67 -0.27 %
(as on Jan. 21, 2020)
1 yr Return 15.94 %
3 yr. Return 16.36 %
5 yr. Return 8.47 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 194.67 -0.27 %
(as on Jan. 21, 2020)
15.94 % 16.36 % 8.47 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date July 30, 2002
Fund Size Rs. 1059.69 cr.
Category Equity | Focused
Fund Manager Rahul Baijal
AMC Sundaram Asset Management Company Limited
Fund Benchmark Nifty 50 Index
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 100.00
Min. Investment SIP Rs. 1000.00
Expense Ratio 2.33 %
Exit load 1% on or before 12M, Nil after 12M

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 1.22 6.22 9.95 15.94 16.36 8.47
Rank Within Category 56 46 None 25 4 21

Portfolio

Security Holding (%)
(as on )
Market Value
(in Rs. crores.)
Quantity
Reliance Industries Ltd 8.9 93.03 -
ICICI Bank Ltd 8.68 90.75 -
Axis Bank Ltd 6.08 63.59 -
Housing Development Finance Corporation Ltd 5.97 62.47 -
Hindustan UniLever Ltd 5.2 54.39 -
Kotak Mahindra Bank Ltd 4.95 51.78 -
Infosys Ltd 3.53 36.92 -
Bharti Airtel Ltd 3.47 36.31 -
SBI Life Insurance Company Ltd 3.06 32.03 -
ITC Ltd 2.81 29.41 -

Fund Schemes Concentrations

# of Securities 26
Top 10 Securities 52.65 %
Top 5 Securities 34.83 %
Top 3 Securities 23.66 %
# of Sectors 17
Top 10 Sectors 89.35 %
Top 5 Sectors 72.0 %
Top 3 Sectors 56.61 %

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home

Scheme Details

Launch Date July 30, 2002 Fund Size Rs. 1059.69 cr.
Category Equity | Focused Fund Manager Rahul Baijal
AMC Sundaram Asset Management Company Limited Fund Benchmark Nifty 50 Index
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 100.00 Rs. 1000.00 2.33 % 1% on or before 12M, Nil after 12M

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 1.22 6.22 9.95 15.94 16.36 8.47
Rank Within Category 56 46 None 25 4 21

Portfolio

Security Holding (%)
(as on )
Market Value
(in Rs. crores.)
Quantity
Reliance Industries Ltd 8.9 93.03 -
ICICI Bank Ltd 8.68 90.75 -
Axis Bank Ltd 6.08 63.59 -
Housing Development Finance Corporation Ltd 5.97 62.47 -
Hindustan UniLever Ltd 5.2 54.39 -
Kotak Mahindra Bank Ltd 4.95 51.78 -
Infosys Ltd 3.53 36.92 -
Bharti Airtel Ltd 3.47 36.31 -
SBI Life Insurance Company Ltd 3.06 32.03 -
ITC Ltd 2.81 29.41 -

Fund Schemes Concentrations

# of Securities 26
Top 10 Securities 52.65 %
Top 5 Securities 34.83 %
Top 3 Securities 23.66 %
# of Sectors 17
Top 10 Sectors 89.35 %
Top 5 Sectors 72.0 %
Top 3 Sectors 56.61 %

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home