Rating : ★ ★ ★ ★ ☆

Sundaram Select Focus Fund Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal

Equity

  

Focused Fund

NAV

19.6705-0.0008

(as on 24 Sep, 2021)

RETURNS

19.26 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

1%

Asset Size

1398.00 Cr.

(As of 31 Aug, 2021)

Benchmark

IISL Nifty 50 TR INR

Riskometer

Investors understand that their principal will be at Very High Risk.

Objective

To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.

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Fund manager

Rahul Baijal

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹100

Minimum investment

₹100

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

ICICI Bank Ltd

9.58%

Infosys Ltd

9.45%

HDFC Bank Ltd

8.83%

Larsen & Toubro Ltd

5.64%

Sector Allocation

About the Scheme Type

Focused Funds have shares in limited number of companies (typically less than thirty companies) as well as in limited number of sectors (typically less than 3 sectors). Now, the reason why mutual funds are so popular is because of diversification only, but while that may be a good things when it comes to investments, too much diversification might also result in nominal returns. Hence, a Focused Fund, because of itsfocused approach on a few units can deliver market beating returns, the less diversification can also mean more exposure torisks.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

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Overview of Sundaram Asset Management Company Ltd

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