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 Rank3of5

Background of Sundaram Select Focus Fund

Name of FundSundaram Select Focus Fund-Direct Plan
Type of Fund ( Open / Close)Open-ended
Category of Fund Equity: Large Cap
Fund ManagerRahul Baijal
Launch Date1-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 GradeBelow Average
    Return GradeAverage
    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/Securities30
    Total Bonds
    Avg Market Cap (in cr)172023
    Portfolio P/B Ratio3.58
    Portfolio P/E Ratio26.66
    3Y Earning Growth (%)7.12

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    Sundaram Select Focus Fund Composition

    Equity92.85%
    Debt6.00%
    Cash1.00%

    Sundaram Select Focus Fund Risk Analysis

    Standard Deviation13.49
    Sharpe Ratio0.47
    Beta0.92
    R Square0.96
    Alpha0.41

    Sundaram Select Focus Fund NAV – Yearly

    2018174.96
    2017170.21
    2016124
    2015123
    2014125
    52 Week High (NAV)190
    52 Week Low (NAV)162

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    Sundaram Select Focus Fund Returns – Yearly

    20182.790%
    201737.100%
    20160.810%
    2015-2.110%
    201435.300%

    Sundaram Select Focus Fund AUM

    2018843.14
    2017560.96
    2016425
    2015364
    2014439

    Sundaram Select Focus Fund Expense Ratio

    2018
    20172.050%
    20162.710%
    20152.520%
    2014

    Sundaram Select Focus Fund Quarterly Returns

    2018 Q1-2.960%
    2018 Q25.820%
    2018 Q30.730%
    2018 Q4
    2017 Q114.720%
    2017 Q26.160%
    2017 Q34.370%
    2017 Q47.850%
    2016 Q1-3.160%
    2016 Q25.300%
    2016 Q33.730%
    2016 Q4-4.690%
    2015 Q12.110%
    2015 Q2-0.370%
    2015 Q3-3.180%
    2015 Q4-0.620%
    2014 Q16.230%
    2014 Q218.800%
    2014 Q33.520%
    2014 Q44.190%

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    Sundaram Select Focus Fund Weightage by Sector

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

    Sundaram Select Focus Fund Weightage by Securities Holding

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

    Sundaram Select Focus Fund Investment Information

    AMCSundaram Asset Management Company Ltd
    RegistrarSundaram BNP Paribas Fund Services
    Minimum Investment5000
    Minimum SIP Investment250
    Exit Load1% 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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