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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
177.107 0.10 ( 0.06 %)
NAV as on 16 Jan, 2019
Crisil MF Rank
Riskometer
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 Jan 16, 2019)
Period Returns(%) Rank#
1 Month 1.2 9
3 Months 4.0 9
6 Months -0.4 11
1 Year 3.0 1
2 Years 17.8 2
3 Years 14.8 7
5 Years 13.7 17

# 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 -1.0 3.6
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

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 1.2 4 -0.4 3 17.8 14.8 13.7
Category average 0.6 3.1 -1.8 -5.6 12.9 13.8 15.9
Difference of Fund returns and Category returns 0.6 0.9 1.4 8.6 4.9 1 -2.2
Best of Category 3 9.9 5.1 2.4 18.7 17.9 23
Worst of Category -3.7 -1.2 -9.4 -14.7 6.2 10 11.8
Benchmark returns # 0.2 4.3 -0.9 1.1 14 14.1 11.7
Difference of Fund returns and Benchmark returns 1 -0.3 0.5 1.9 3.8 0.7 2
# 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(%)
Axis Focused 25 Fund - Regular Plan (G) 5,772.26 25.8 2.0 -9.4 -4.1 16.5 16.4
Axis Focused 25 Fund - Direct Plan (G) 393.95 27.8 2.3 -8.8 -3.0 17.9 17.8
Franklin India Focused Equity Fund (G) 5,618.57 38.8 7.5 5.5 -7.0 13.8 19.9
Reliance Focused Equity Fund (G) 3,819.73 45 5.1 0.5 -13.4 12.1 20.1
Aditya Birla Sun Life Focused Equity Fund (G) 2,977.62 56.2 3.6 -0.7 -6.0 12.0 14.9
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Nov 30, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 75.16 9.69
Infosys Technology 84.66 8.61
ICICI Bank Banking/Finance 73.79 8.45
ITC Tobacco 55.60 6.37
Maruti Suzuki Automotive 42.34 5.02
IndusInd Bank Banking/Finance 43.81 4.85
HDFC Banking/Finance 29.85 4.60
TCS Technology 40.18 3.60
Reliance Oil & Gas 31.41 3.42
Torrent Pharma Pharmaceuticals 26.45 3.03
Asset Allocation (%) As on Nov 30, 2018
Equity 92.88
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 7.14
Sector Allocation (%) As on Nov 30, 2018
Sector %
Banking/Finance 34.19
Technology 17.74
Automotive 9.62
Tobacco 6.37
Engineering 5.73
Conglomerates 4.22
Concentration As on Nov 30, 2018
Holdings %
Top 5 38.14
Top 10 92.88
Sectors %
Top 3
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