Last NAV: 169.852

SUNDARAM SELECT FOCUS FUND - REGULAR PLAN   -   Growth

INVESTMENT OBJECTIVE : The scheme aims to generate capital appreciation by investing in a very few select stocks. It will generally hold stocks upto 50 companies each with a market capitalisation of not less than Rs. 500 crores.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
18.07% 12.67% 14.20% 0.51% 1.12% 1.12%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.87 1.13 0.29 20.72% -61.42% 60.61%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Large Cap
AUM INR   880.68   Cr.
Inception Date 19/07/2002
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   500
TurnOver 89
Expense Ratio 2.44
Exit Load Exit load of 1% if redeemed within 12 months

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2002 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.51 -5.09 0.31 9.97 1.58 9.02
2003 -1.01 2.70 -1.99 2.31 14.89 1.34 8.82 18.19 3.92 13.48 2.74 12.60 108.24
2004 -1.52 3.60 -0.82 4.69 -16.47 0.64 6.63 3.85 5.71 0.33 7.19 10.49 23.86
2005 -1.04 4.32 -4.27 -6.56 7.04 4.20 9.91 6.80 7.19 -7.30 11.17 8.61 45.04
2006 7.82 3.75 13.59 7.77 -14.43 -1.81 -0.26 7.62 5.88 5.90 4.89 2.76 49.24
2007 1.56 -7.98 1.12 5.05 4.91 1.63 6.63 -0.13 17.30 25.52 -0.91 8.97 79.20
2008 -21.16 0.24 -11.73 9.66 -4.76 -12.94 4.75 -0.61 -9.03 -17.99 -8.01 4.94 -52.44
2009 -5.15 -5.81 3.51 13.00 32.99 -5.53 9.73 2.33 7.77 -6.96 7.75 3.92 65.52
2010 -6.87 -1.01 6.20 2.75 -5.52 4.24 2.84 1.76 9.95 0.19 -3.56 2.16 12.53
2011 -9.81 -4.68 8.07 -0.77 -3.05 -0.17 -0.79 -7.26 -1.19 5.01 -6.77 -3.90 -23.67
2012 10.47 3.08 -3.38 -1.32 -7.46 6.74 0.62 0.39 7.43 -1.31 3.83 2.01 21.64
2013 1.25 -7.18 -0.57 3.07 0.67 -1.42 -1.91 -5.27 4.63 10.72 -1.37 2.12 3.64
2014 -3.50 3.59 6.03 -0.36 11.63 5.94 -0.69 3.89 0.20 4.06 3.06 -2.99 34.34
2015 6.72 -0.35 -4.16 -3.00 1.85 0.74 3.03 -6.05 -0.03 0.80 -1.43 -0.04 -2.49
2016 -4.77 -6.96 9.25 0.80 2.85 1.52 4.68 1.53 -2.45 0.66 -5.01 -0.36 0.63
2017 5.02 3.76 5.16 3.25 3.30 -0.62 6.46 -0.74 -1.48 4.01 0.19 3.10 35.87
2018 2.56 -4.13 -1.77 5.82 -0.30 -0.17 5.12 2.69 -7.11 -4.61 4.27 -0.31 1.16
2019 1.12 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.12
all values are in %

Allocation Mandate

Equity Allocation Min: 65   Max: 100
Debt Allocation Min: 0   Max: 35
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 35

About Fund Managers:

Rahul Baijal Sundaram

  • Job Since 11/10/2016 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
  • Experience Mr. Baijal is B.E. Electronics & Communication and MBA.

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