Sundaram Select Focus - Inst (D)

Sundaram Select Focus - Inst (D)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 50 TRI
Fund Manager Rahul Baijal
Fund Horizon OPEN
Inception Date 18-Aug-2010
Scheme AUM(CR) ` 1005.94
Minimum SIP/LUMPSUM ` 100/ ` 100
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load 1.00% (inclusive of allplicable taxes) if redeemed within 12 months from the date of allotment. Nil if redeemed beyond 12 months from the date of allotment.
Exit Load 1.00% (inclusive of allplicable taxes) if redeemed within 12 months from the date of allotment. Nil if redeemed beyond 12 months from the date of allotment.
Expense Ratio 2.03

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 4.51% 4.59%
3 Month 7.90% 8.67%
6 Month 9.24% 7.27%
1 Year 14.81% 13.40%
3 Year 15.57% 14.96%
5 Year 9.07% 8.60%
Since Inception 6.77% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others