Sundaram Select Focus launched in July 2002 is a concentrated Large Cap fund with a 13 year track record. The fund is a portfolio of Bluechips that invests in few themes and not more than 50 stocks at any point in time.
Top 10 Holdings as on June 30th 2015 carry more than 40% weightage and consist of the following stocks:-
| HDFC Bank - 7.4% | Infosys - 6.8% |
| Reliance Industries - 6.4% | ICICI Bank - 5.4% |
| TCS - 4.9% | Larsen & Toubro - 4.6% |
| State Bank of India - 3.8% | Axis Bank - 3.6% |
| HDFC - 3.2% | Bharti Airtel - 2.4% |
The illustration below shows the outperformance of Sundaram Select Focus vis-a-vis its Benchmark (CNX Nifty) since launch.
A Fund Performance - Key Highlights
- Sundaram Select Focus Delivered an Annualised return of 21.7% since launch, Vs. its benchmark (CNX Nifty) 18.2% since launch.
- An Investment of Rs. 10,000 at launch is now Rs 1.26 Lakhs.
- As SIP of Rs 1000 a month since inception is worth Rs 4,83,179 giving a CAGR of 16.3% while its benchmark (CNX Nifty) delivered 14.6%
- Declared a cumulative dividend of 315% (Rs 31.5 per unit in total) since inception on the face value of Rs 10 per unit.
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