Formerly Sundaram Sel Focus DS
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 17.302
NAV (Dec 24)
Last 1Y | 24% |
Last 3Y | 17.4% |
Last 5Y | 17.3% |
Last 10Y | 13.6% |
Since Inception | 18.4% |
6 Month CAGR | 8.5% |
To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.
Expense Ratio | 2.27 |
Launched (22y ago) | Jul 30, 2002 |
AUM in Crores | 1353.895 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 20.2 |
Standard Deviation (5yr) | 17.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Select Focus Fund Transfer (PIDCW-A) | 11,31,362 | 3,98,750 | 17.3% | |
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.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
12.6% | 8.7% | ||
22.6% | 20.4% | ||
5.1% | 4.8% | ||
21.3% | 12.8% | ||
19.7% | % |
Sundaram Select Focus Fund Transfer (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 18.4% over a period of 21 years. The fund was previously known as Sundaram Sel Focus DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is null.
Nav of Sundaram Select Focus Fund Transfer (PIDCW-A) as of 12/24/2021 is ₹17.30 with the total AUM as of 4/19/2024 is ₹1353.895. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Select Focus Fund Transfer (PIDCW-A) was launched on Jul 30, 2002. The category risk of the fund is Very High Risk.
The minimum SIP amount for Sundaram Select Focus Fund 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 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 Transfer (PIDCW-A) is rated as a 0 fund in Equity and delivered 24% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Select Focus Fund Transfer (PIDCW-A).
What is Sundaram Select Focus Fund Transfer (PIDCW-A)?
How to invest in Sundaram Select Focus Fund Transfer (PIDCW-A)?
You can invest in Sundaram Select Focus Fund 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 Transfer (PIDCW-A)?
The minimum sip amount for Sundaram Select Focus Fund Transfer (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Select Focus Fund Transfer (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Select Focus Fund Transfer (PIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Select Focus Fund 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 Transfer (PIDCW-A)?
The expense ratio of the Sundaram Select Focus Fund Transfer (PIDCW-A) is 2.27% for regular plan.