Sundaram Select Focus Fund – Direct Plan – Analyse AUM, NAV, Returns and more

Sundaram Select Focus Fund is an Open-ended, large-cap category fund launched in 2013 by Sundaram Asset Management Company Ltd. The fund manager name is Rahul Baijal. The risk in this fund is below average but the returns are average. In this article, we will do a detailed analysis of the Sundaram Select Focus Fund, we will dig deep into its AUM, NAV, Returns & more.

Sundaram Select Focus Fund - Direct Plan

Sundaram Select Focus Fund Ranking

Crisil MF Rank 3of5

Background of Sundaram Select Focus Fund

Name of Fund Sundaram Select Focus Fund-Direct Plan
Type of Fund ( Open / Close) Open-ended
Category of Fund  Equity: Large Cap
Fund Manager Rahul Baijal
Launch Date 1-Jan-2013

Invest in Sundaram Select Focus Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


Sundaram Select Focus Fund Performance

Risk Grade Below Average
Return Grade Average
NAV (as on current Date) Rs. 174.96 as on Dec 14, 2018
Net Asset (as on current date) Rs. 873.3 crore as on Nov 30, 2018

Sundaram Select Focus Fund Portfolio Characteristics

Total Stock/Securities 30
Total Bonds
Avg Market Cap (in cr) 172023
Portfolio P/B Ratio 3.58
Portfolio P/E Ratio 26.66
3Y Earning Growth (%) 7.12

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Sundaram Select Focus Fund Composition

Equity 92.85%
Debt 6.00%
Cash 1.00%

Sundaram Select Focus Fund Risk Analysis

Standard Deviation 13.49
Sharpe Ratio 0.47
Beta 0.92
R Square 0.96
Alpha 0.41

Sundaram Select Focus Fund NAV – Yearly

2018 174.96
2017 170.21
2016 124
2015 123
2014 125
52 Week High (NAV) 190
52 Week Low (NAV) 162

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Sundaram Select Focus Fund Returns – Yearly

2018 2.790%
2017 37.100%
2016 0.810%
2015 -2.110%
2014 35.300%

Sundaram Select Focus Fund AUM

2018 843.14
2017 560.96
2016 425
2015 364
2014 439

Sundaram Select Focus Fund Expense Ratio

2018
2017 2.050%
2016 2.710%
2015 2.520%
2014

Sundaram Select Focus Fund Quarterly Returns

2018 Q1 -2.960%
2018 Q2 5.820%
2018 Q3 0.730%
2018 Q4
2017 Q1 14.720%
2017 Q2 6.160%
2017 Q3 4.370%
2017 Q4 7.850%
2016 Q1 -3.160%
2016 Q2 5.300%
2016 Q3 3.730%
2016 Q4 -4.690%
2015 Q1 2.110%
2015 Q2 -0.370%
2015 Q3 -3.180%
2015 Q4 -0.620%
2014 Q1 6.230%
2014 Q2 18.800%
2014 Q3 3.520%
2014 Q4 4.190%

Find details on other Mutual Funds

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Sundaram Select Focus Fund Weightage by Sector

1 Financial (39.77%)
2 Technology (17.72%)
3 Automobile (9.62%)
4 FMCG (6.37%)
5 Energy (5.69)
6 Construction (3.96%)
7 Healthcare (3.03%)
8 Cons Durable (2.67%)
9 Engineering (1.55%)
10 Communication (1.49%)

Sundaram Select Focus Fund Weightage by Securities Holding

1 HDFC Bank (9.69%)
2 Infosys (8.61%)
3 ICICI Bank (8.45%)
4 ITC (6.37%)
5 Maruti Suzuki India (5.02%)
6 IndusInd Bank (4.85%)
7 HDFC (4.60%)
8 Tata Consultancy Services (3.60%)
9 Reliance Industries (3.42%)
10 Torrent Pharmaceuticals (3.03%)

Sundaram Select Focus Fund Investment Information

AMC Sundaram Asset Management Company Ltd
Registrar Sundaram BNP Paribas Fund Services
Minimum Investment 5000
Minimum SIP Investment 250
Exit Load 1% for redemption within 365 days

Sundaram Select Focus Fund Conclusion

The scheme aims to generate capital appreciation by investing in a very few select stocks. It will generally hold stocks up to 50 companies each with a market the capitalization of not less than Rs. 500 crores.


Invest in Sundaram Select Focus Fund– Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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