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you are here: Moneycontrol Mutual Funds Focused Fund Sundaram Mutual Fund Sundaram Select Focus - Direct Plan (G)

Sundaram Select Focus - Direct Plan (G)

Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 119578
172.082 0.55 ( 0.32 %)
NAV as on 16 Nov, 2018
Crisil MF Rank
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MODERATELY HIGH
FUND CLASS
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Good performance in the category

The scheme is ranked 2 in Focused Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Nov 16, 2018)
Period Returns(%) Rank#
1 Month 1.1 13
3 Months -6.9 11
6 Months -1.3 5
1 Year 5.4 1
2 Years 18.0 4
3 Years 12.2 6
5 Years 13.9 19

# Moneycontrol Rank within 25 Focused Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.3 5.0 1.1 - -
2017 15.0 5.3 3.4 7.1 37.5
2016 -3.4 5.5 3.0 -5.8 0.5
2015 2.1 -1.7 -4.2 1.6 0.4
2014 6.2 18.0 3.1 4.5 35.3
2013 -8.0 1.9 -3.5 10.9 2.2

View where it stands within its peers

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Performance

Fund returns v/s Category average (Focused Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1.1 -6.9 -1.3 5.4 18 12.2 13.9
Category average 1.6 -7.9 -4.8 -1.1 11.9 9.9 14.7
Difference of Fund returns and Category returns -0.5 1 3.5 6.5 6.1 2.3 -0.8
Best of Category 4.9 -3.6 2.6 5.4 20 16.5 27.9
Worst of Category -0.8 -11.7 -10.2 -9.2 9.4 7.2 12.5
Benchmark returns # 0.9 -6.2 -0.5 4.6 14.8 11 11.5
Difference of Fund returns and Benchmark returns 0.2 -0.7 -0.8 0.8 3.2 1.2 2.4
# Benchmark Index: Nifty 50

Investment Information

Investment Objective

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

Registrars
Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Franklin India Focused Equity Fund - Direct Plan (G) 1,606.43 40.3 -3.6 0.1 -4.8 10.3 21.7
Franklin India Focused Equity Fund (G) 6,132.95 37.8 -3.8 -0.5 -5.9 9.0 20.3
Axis Focused 25 Fund - Regular Plan (G) 2,852.37 25.7 -11.7 -5.3 3.1 15.1 16.6
Reliance Focused Equity Fund - Direct Plan (G) 205.82 45.7 -8.9 -6.3 -8.0 13.5 27.9
Reliance Focused Equity Fund (G) 3,167.87 43.5 -9.0 -6.7 -8.9 9.5 22.5
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Infosys Technology 3.03 9.86
HDFC Bank Banking/Finance 2.87 9.32
ICICI Bank Banking/Finance 2.29 7.44
ITC Tobacco 1.61 6.78
IndusInd Bank Banking/Finance 1.84 6.34
Reliance Oil & Gas 2.08 5.97
Maruti Suzuki Automotive 1.36 5.24
TCS Technology 0.91 4.41
HDFC Banking/Finance 1.95 2.97
SBI Banking/Finance 0.86 2.80
Asset Allocation (%) As on Sep 29, 2018
Equity 96.38
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.63
Sector Allocation (%) As on Sep 29, 2018
Sector %
Banking/Finance 31.50
Technology 19.00
Automotive 8.98
Oil & Gas 7.22
Engineering 6.85
Tobacco 6.78
Concentration As on Sep 29, 2018
Holdings %
Top 5 39.74
Top 10 96.38
Sectors %
Top 3
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