• 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
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Fund Size

Outperformance Consistency

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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 (14y 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

S. Bharath

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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

Compare Sundaram Select Focus Fund Institutional (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.5%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    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 14 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 S. Bharath.

    Nav of Sundaram Select Focus Fund Institutional (G) as of 12/24/2021 is ₹289.77 with the total AUM as of 12/3/2022 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 stocks 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.