- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Select Focus Fund Institutional (RIDCW-A)
Formerly Sundaram Sel Focus Instl DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.9156
NAV (Dec 17)
Fund Returns
Last 1Y | 14.7% |
Last 3Y | 17.9% |
Last 5Y | 10.7% |
Last 10Y | NA |
Since Inception | 8.5% |
6 Month CAGR | 7.2% |
Scheme Information
To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.
Expense Ratio | 2.27 |
Launched (13y ago) | Nov 16, 2010 |
AUM in Crores | 1353.895 |
ISIN | INF903J01165 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.8 |
Standard Deviation (5yr) | 12.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0.89 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.231 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Select Focus Fund Institutional (RIDCW-A) | 9,52,318 | 2,19,706 | 10.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.4% | 8.5% | ||
29.2% | 20.1% | ||
31.8% | 12.3% | ||
29.9% | 14.4% | ||
13.7% | 7.4% |
Sundaram Select Focus Fund Institutional (RIDCW-A) Review
Sundaram Select Focus Fund Institutional (RIDCW-A) is a Focused Equity fund and has delivered an annualised return of 8.5% over a period of 12 years. The fund was previously known as Sundaram Sel Focus Instl DR. 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 (RIDCW-A) as of 12/17/2019 is ₹14.92 with the total AUM as of 10/4/2023 is ₹1353.895. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Select Focus Fund Institutional (RIDCW-A) was launched on Nov 16, 2010. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Select Focus Fund Institutional (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 0 fund in Equity and delivered 14.7% 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 (RIDCW-A).
Frequently Asked Questions
What is Sundaram Select Focus Fund Institutional (RIDCW-A)?
How to invest in Sundaram Select Focus Fund Institutional (RIDCW-A)?
You can invest in Sundaram Select Focus Fund Institutional (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for Sundaram Select Focus Fund Institutional (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Select Focus Fund Institutional (RIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Select Focus Fund Institutional (RIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Select Focus Fund Institutional (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the Sundaram Select Focus Fund Institutional (RIDCW-A) is 2.27% for regular plan.