Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) is a good choice within diversified mutual funds.
Scripbox recommends other funds for investment in diversified.
Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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.
Sundaram Asset Management Company Ltd manages assets worth 32,747 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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We look at consistent and long historical performance for our analysis.
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Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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About Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A)
About Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A)
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) is a diversified 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 managers are Rahul Baijal, S. Bharath
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) Investment Objective
To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies. However, there is no assurance that the objective of the scheme will be realized.
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) NAV,AUM,Risk
The Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) fund was launched on Nov 16, 2010. The NAV (Net Asset Value) of this diversified equity as of 2019-12-17 is ₹ 14.9156. The total AUM (Asset Under Management) of the fund as of 2021-05-18 is ₹ 1198.203. The category risk of the Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) fund is Very High Risk.
The fund charges 2.28 % as expense ratio.
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) Holdings
The fund’s highest allocation is towards equity and has invested 96.4% in this asset class. The top three holdings of the fund are infosys ltd,icici bank ltd and hdfc bank ltd
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) Investment volatility and Horizon
This fund 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 50 TR INR
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) Review
Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Select Focus Fund Institutional Transfer of Income Distribution cum Capital Withdrawal (PIDCW-A) has a score of 3 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
