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 Ranking
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 |
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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% |
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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.
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