- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Select Focus Fund Institutional Transfer (PIDCW-A)
Formerly Sundaram Sel Focus Instl DS
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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 (12y ago) | Nov 16, 2010 |
AUM in Crores | 1353.895 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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 |
|---|---|---|
₹ 4,100 cr | ||
₹ 12,768 cr | ||
₹ 12,768 cr | ||
₹ 4,100 cr | ||
₹ 4,100 cr |
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 54,061 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5% | 7.5% | ||
4.5% | 5.4% | ||
4.5% | 5.4% | ||
5.3% | 6.9% | ||
4.7% | 6.7% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsSundaram Select Focus Fund Institutional Transfer (PIDCW-A) Review
Sundaram Select Focus Fund Institutional Transfer (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 8.5% over a period of 11 years. The fund was previously known as Sundaram Sel Focus Instl DS. 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 Transfer (PIDCW-A) as of 12/17/2019 is ₹14.92 with the total AUM as of 8/8/2022 is ₹1353.895. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Select Focus Fund Institutional Transfer (PIDCW-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 Transfer (PIDCW-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 Transfer (PIDCW-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 Transfer (PIDCW-A) is rated as a 4 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 Transfer (PIDCW-A).
Frequently Asked Questions
What is Sundaram Select Focus Fund Institutional Transfer (PIDCW-A)?
How to invest in Sundaram Select Focus Fund Institutional Transfer (PIDCW-A)?
You can invest in Sundaram Select Focus Fund Institutional Transfer (PIDCW-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 Transfer (PIDCW-A)?
The minimum sip amount for Sundaram Select Focus Fund Institutional Transfer (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Select Focus Fund Institutional Transfer (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Select Focus Fund Institutional Transfer (PIDCW-A) is a Top Ranked fund. You can investSundaram Select Focus Fund Institutional Transfer (PIDCW-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 Transfer (PIDCW-A)?
The expense ratio of the Sundaram Select Focus Fund Institutional Transfer (PIDCW-A) is 2.27% for regular plan.