Mutual Fund

Fund Card

Sundaram Select Focus(G)

very highequity

264.97 -1.18(-0.45%) NAV as on 24 Dec 2021

-2.6% 1 M

24.49% 1 Y

17.01% 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

FUND OBJECTIVE

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

SCHEME DETAILS

Expenses Ratio :

As on

Age :

21 yrs 8 m

Since 30 07 ,2002

Exit Load :

AUM :

0.00 Crs

Lock-in :

Investing Style :

Large Growth

Portfolio Price To Book Value :

5.55

Min. Investment :

SIP & Lumpsum

Scheme Benchmark :

S&P BSE SENSEX - TRI

Fund Manager :

Rahul Baijal,S. Bharath

LATEST ASSET & PORTFOLIO ALLOCATION

as on

TOP HOLDINGS

Infosys Ltd.9.89 %

ICICI Bank Ltd.9.06 %

HDFC Bank Ltd.8.61 %

Larsen & Toubro Ltd.6.15 %

Reliance Industries Ltd.5.96 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private	23.09
IT - Software	20.80
Refineries	8.74
Engineering - Construction	6.15
Bank - Public	5.50

See All Sectors

5-YEARS HISTORY

Financial Year	2017-2018	2018-2019	2019-2020	2020-2021	2021-2022
NAV in Rs (as on 24-Dec-2021)	160.38	179.24	141.73	228.00	264.97
Net Assets(Rs Crores) (as on 24-Dec-2021)	684.94	966.09	800.95	1217.67	1353.89
Scheme Returns(%)(Absolute)	13.63	10.92	-20.92	66.21	14.72
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	73/353	2/23	12/26	16/29	23/28

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

No data found

Bank - Private	23.09
IT - Software	20.80
Refineries	8.74
Engineering - Construction	6.15
Bank - Public	5.50
Finance - Housing	4.49
Finance - Investment	3.41
Telecommunication - Service Provider	3.16
Consumer Food	2.94
Household & Personal Products	2.78