• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Select Focus Fund Institutional (Growth)

Formerly Sundaram BP Sel Focus Instl Gr

Sundaram Mutual Fund

Sundaram Select Focus Fund Institutional (Growth)

EquityFocused

289.7731

NAV (Dec 24)

18.5%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

289.7731

NAV (Dec 24)

Fund Returns

Last 1Y
25.7%
Last 3Y
18.1%
Last 5Y
18.5%
Last 10Y
14.4%
Since Inception
10.1%
6 Month CAGR
9%

Scheme Information

Investment Objective

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

Expense Ratio
2.27
Launched (16y ago)
Apr 15, 2008
AUM in Crores
1353.895
ISIN
INF903J01140
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
20.8
Standard Deviation (5yr)
17.8
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Select Focus Fund Institutional (Growth)70%11,68,347 4,35,73518.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2021-12-24

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 14,859 cr

₹ 18,691 cr

₹ 42,664 cr

₹ 63,933 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 75,456 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.2%

8.8%

19.9%

20.7%

5.2%

4.9%

20.7%

13.2%

19.7%

%

Sundaram Select Focus Fund Institutional (G) Review

Sundaram Select Focus Fund Institutional (G) is a Focused Equity fund and has delivered an annualised return of 10.1% over a period of 16 years. The fund was previously known as Sundaram BP Sel Focus Instl Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.

Nav of Sundaram Select Focus Fund Institutional (G) as of 12/24/2021 is ₹289.77 with the total AUM as of 5/29/2024 is ₹1353.895. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Select Focus Fund Institutional (G) was launched on Apr 15, 2008. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Select Focus Fund Institutional (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Select Focus Fund Institutional (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

Sundaram Select Focus Fund Institutional (G) is rated as a 0 fund in Equity and delivered 25.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Select Focus Fund Institutional (G).

Frequently Asked Questions

What is Sundaram Select Focus Fund Institutional (G)?

Sundaram Select Focus Fund Institutional (G) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Select Focus Fund Institutional (G)?

You can invest in Sundaram Select Focus Fund Institutional (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Select Focus Fund Institutional (G)?

The minimum sip amount for Sundaram Select Focus Fund Institutional (G) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Select Focus Fund Institutional (G) good to invest in?

As per Scripbox experts, Sundaram Select Focus Fund Institutional (G) is a Not Reviewed Yet fund. You can investSundaram Select Focus Fund Institutional (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Select Focus Fund Institutional (G)?

The expense ratio of the Sundaram Select Focus Fund Institutional (G) is 2.27% for regular plan.