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Sundaram Select Focus - Direct Plan - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 194.2582 0.76%
    (as on 18th October, 2019)
Crisil Rank
Above average performance among peers
Risk-O-Meter
Moderately High

Fund has 94.31% investment in indian stocks of which 71.9% is in large cap stocks, 12.89% is in mid cap stocks.

Suitable For : Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.

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Returns (NAV as on 18th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Oct-19 10273.90 2.74% - 2.81% 17/21
1 Month 18-Sep-19 10735.20 7.35% - 7.23% 15/21
3 Month 18-Jul-19 10226.60 2.27% - 1.14% 14/20
6 Month 18-Apr-19 10313.20 3.13% - 0.30% 7/18
YTD 01-Jan-19 11041.00 10.41% - 1.79% 8/18
1 Year 17-Oct-18 11513.20 15.13% 15.09% 12.59% 8/17
2 Year 18-Oct-17 11881.40 18.81% 9.00% 4.22% 4/16
3 Year 18-Oct-16 14778.00 47.78% 13.90% 9.93% 2/15
5 Year 17-Oct-14 16551.70 65.52% 10.59% 11.39% 10/14
Since Inception 02-Jan-13 21255.50 112.56% 11.74% 11.51% 13/21

SIP Returns (NAV as on 18th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 17-Oct-18 12000 12884.86 7.37 % 13.9 %
2 Year 18-Oct-17 24000 26451.13 10.21 % 9.65 %
3 Year 18-Oct-16 36000 43027.53 19.52 % 11.93 %
5 Year 17-Oct-14 60000 80344.69 33.91 % 11.62 %
 

Tax Treatment

Portfolio (Updated on 30th Sep,2019)

Portfolio Turnover Ratio : 93.00%  |   Category average turnover ratio is 163.91%  
Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer duration than peers)
Equity Holding : 94.31% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 94.31%
No of Stocks : 30 (Category Avg - 26.38) | Large Cap Investments : 71.9%| Mid Cap Investments : 12.89% | Small Cap Investments : 0% | Other : 9.53%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Cr) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
HDFC Bank Ltd. Banks 955.4 9.50% 0.39% 9.69% (Nov 2018) 9.11% (Aug 2019) 7.78 L 7.78 L
Reliance Industries Ltd. Refineries/marketing 879.7 8.74% 0.27% 8.74% (Sep 2019) 3.25% (Dec 2018) 6.60 L 0.00
ICICI Bank Ltd. Banks 850 8.45% 0.69% 9.73% (Jun 2019) 7.76% (Aug 2019) 19.60 L 1.19 L
Larsen & Toubro Ltd. Engineering, designing, construction 803.5 7.99% 2.77% 7.99% (Sep 2019) 0% (Oct 2018) 5.45 L 1.63 L
Axis Bank Ltd. Banks 591.6 5.88% -0.01% 6.95% (Mar 2019) 0.2% (Oct 2018) 8.64 L 0.00
Housing Development Finance Corporation Ltd. Housing finance 579.3 5.76% -0.77% 6.53% (Aug 2019) 3.02% (Oct 2018) 2.93 L 0.00
Kotak Mahindra Bank Ltd. Banks 540.8 5.38% 0.54% 6.64% (Jul 2019) 2.81% (Oct 2018) 3.29 L 0.00
# Hindustan Unilever Ltd. Diversified 450 4.47% 4.47% 4.47% (Sep 2019) 0% (Oct 2018) 2.27 L 2.27 L
Infosys Ltd. Computers - software 413 4.11% 0.81% 9.34% (Oct 2018) 2.67% (May 2019) 5.13 L 1.20 L
Bharti Airtel Ltd. Telecom - services 307.7 3.06% 0.07% 3.06% (Sep 2019) 1.36% (Apr 2019) 8.38 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
MF Units MF Units 2.49%
Net Receivables Net Receivables 2.21%
TREPS TREPS 0.99%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 01st January, 1970)

    No data available. Ratios are only available for the funds which are 3 years old.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
IIFL Focused Equity Fund - Direct Plan - Growth 4 258.44 7.61 2.11 6.79 24.84 11.47
JM Core 11 Fund - (Direct) - Growth 4 52.98 9.15 6.90 -0.86 19.87 11.27
Motilal Oswal Focused 25 Fund - Direct Plan - Growth 3 1139.91 9.89 5.98 6.42 19.87 11.70
Axis Focused 25 Fund - Direct Plan - Growth 3 8383.71 10.64 5.83 8.13 19.25 15.82
SBI Focused Equity Fund - Direct Plan - Growth 5 5725.65 7.45 1.14 1.75 18.86 12.80
DSP Focus Fund - Direct Plan - Growth 2 1895.42 9.98 3.73 3.62 17.76 8.10
BNP Paribas Focused 25 Equity Fund - Direct Plan - Growth NA 234.78 7.19 1.82 2.76 14.87 0.00
Franklin India Focused Equity Fund - Direct - Growth 3 8353.60 5.55 -4.94 -4.38 13.89 9.22
Principal Focused Multicap Fund - Direct Plan - Growth 3 330.01 7.17 1.62 0.44 12.35 9.21
Aditya Birla Sun Life Focused Equity Fund - Direct Plan - Growth 3 4192.20 6.07 -1.85 -0.36 10.67 9.09

More Funds from Sundaram Mutual Fund

Out of 71 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 6 is/are ranked 4 * , 2 is/are ranked 3 * , 5 is/are ranked 2 * , 2 is/are ranked 1 * , and 55 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Money Fund - Direct Plan - Growth 3 5855.43 0.47 1.51 3.29 7.19 7.06
Sundaram Mid Cap Fund - Direct Plan - Growth 2 5723.11 4.56 -1.99 -6.33 2.22 2.35
Sundaram Diversified Equity - Direct Plan - Growth 2 2569.10 6.99 -0.11 -2.87 8.14 5.87
Sundaram Rural and Consumption Fund - Direct Plan - Growth 5 2121.22 7.37 3.05 -1.95 9.44 6.72
Sundaram Equity Hybrid Fund - Direct Plan - Growth 4 1764.13 5.67 1.61 2.47 11.65 10.01
Sundaram Services Fund - Direct Plan - Growth NA 1215.51 8.95 5.53 5.74 17.68 0.00
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth 4 1073.32 0.74 2.54 5.30 11.16 7.45
Sundaram Small Cap Fund - Direct Plan - Growth 1 1046.17 -0.37 -6.77 -14.32 -6.83 -3.25
Sundaram Select Focus - Direct Plan - Growth 4 1005.94 6.86 0.89 1.99 14.26 14.23
Sundaram Large and Mid Cap Fund - Direct Plan - Growth 4 794.43 10.64 4.96 2.74 16.05 13.53

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