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Sundaram Select Focus - Direct Plan - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 185.1208 0.69%
    (as on 19th March, 2019)
Crisil Rank
Above average performance among peers
Risk-O-Meter
Moderately High

Fund has 95.84% investment in indian stocks of which 85.48% is in large cap stocks, 10.37% 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 19th March, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 12-Mar-19 10205.38 2.05% - 1.22% 2/17
1 Month 19-Feb-19 10894.12 8.94% - 9.85% 11/17
3 Month 19-Dec-18 10472.79 4.73% - 3.40% 4/17
6 Month 19-Sep-18 10238.37 2.38% - 0.59% 6/16
YTD 02-Apr-18 11121.04 11.21% - 5.68% 2/16
1 Year 19-Mar-18 11267.91 12.68% 12.68% 6.33% 2/16
2 Year 20-Mar-17 13305.72 33.06% 15.37% 10.60% 2/14
3 Year 21-Mar-16 15680.31 56.80% 16.21% 15.92% 5/14
5 Year 19-Mar-14 19303.71 93.04% 14.05% 17.14% 11/13
10 Year - - - - - -/-
Since Inception 02-Jan-13 20255.67 102.56% 12.04% - -/-

SIP Returns (NAV as on 19th Mar,2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 year 19-Mar-18 12000 12767.36 6.39 % 12.11 %
2 years 19-Mar-17 24000 26846.94 11.86 % 11.21 %
3 years 19-Mar-16 36000 44497.47 23.60 % 14.28 %
5 years 19-Mar-14 60000 81300.87 35.50 % 12.11 %
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Portfolio (Updated on 28th Feb,2019)

Equity Holding : 95.84% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 95.84%
No of Stocks : 30 (Category Avg - 26.76) | Large Cap Investments : 85.48%| Mid Cap Investments : 10.37% | Small Cap Investments : 0% | Other : 0%

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 826.4 9.30% -0.01% 9.86% (Apr 2018) 8.03% (Aug 2018) 3.98 L 0.00
ICICI Bank Ltd. Banks 813.2 9.16% -0.38% 9.53% (Jan 2019) 5.21% (Jun 2018) 23.23 L 0.00
Infosys Ltd. Computers - software 646.9 7.28% -1.17% 9.86% (Sep 2018) 7.28% (Feb 2019) 8.81 L 1.20 L
Axis Bank Ltd. Banks 612.8 6.90% 1.40% 6.9% (Feb 2019) 0% (Mar 2018) 8.64 L 1.87 L
Reliance Industries Ltd. Refineries/marketing 581.5 6.55% 1.61% 6.91% (Jul 2018) 3.25% (Dec 2018) 4.72 L 1.15 L
ITC Limited Cigarettes 563.4 6.34% -0.06% 6.78% (Sep 2018) 4.76% (Mar 2018) 20.41 L 0.00
Kotak Mahindra Bank Ltd. Banks 505.2 5.69% 1.30% 5.69% (Feb 2019) 2.63% (Sep 2018) 4.16 L 1.06 L
Housing Development Finance Corporation Ltd. Housing finance 468.8 5.28% -0.03% 7.46% (Jun 2018) 2.97% (Sep 2018) 2.55 L 9.56 k
Torrent Pharmaceuticals Ltd. Pharmaceuticals 434.6 4.89% -0.05% 4.94% (Jan 2019) 0% (Mar 2018) 2.41 L 0.00
State Bank Of India Banks 273.4 3.08% -0.07% 3.15% (Jan 2019) 0% (Mar 2018) 10.16 L 63.82 k
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
CBLO CBLO 4.23%
Net Receivables Net Receivables -0.07%

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 2 163.60 10.31 7.50 3.07 13.29 16.85
Axis Focused 25 Fund - Direct Plan - Growth 5 6761.67 8.00 -0.34 -3.07 10.30 19.39
Principal Focused Multicap Fund - Direct Plan - Growth 4 298.64 7.74 0.74 0.65 9.20 14.74
Franklin India Focused Equity Fund - Direct - Growth 3 7445.47 12.56 6.53 6.53 9.18 16.42
Aditya Birla Sun Life Focused Equity Fund - Direct Plan - Growth 3 3944.43 9.92 4.27 2.38 8.87 15.06
ICICI Prudential Focused Equity Fund - Direct Plan - Growth 3 615.71 10.85 4.19 -4.07 8.41 13.99
SBI Focused Equity Fund - Direct Plan - Growth 4 3579.93 9.09 4.61 2.53 7.80 16.82
Motilal Oswal Focused 25 Fund - Direct Plan - Growth 3 1031.93 8.38 2.44 0.02 6.97 15.81
DSP Focus Fund - Direct Plan - Growth 2 2034.10 10.84 3.51 1.60 6.32 13.71
IDBI Focused 30 Equity Fund - Direct Plan - Growth NA 271.50 8.60 2.71 -1.35 4.49 0.00

More Funds from Sundaram Mutual Fund

Out of 77 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 6 is/are ranked 4 * , 5 is/are ranked 3 * , 1 is/are ranked 2 * , 1 is/are ranked 1 * , and 62 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 6383.78 0.54 1.78 3.72 7.56 7.25
Sundaram Mid Cap Fund - Direct Plan - Growth 3 5687.71 11.21 1.24 -2.53 -5.55 14.24
Sundaram Diversified Equity - Direct Plan - Growth 2 2546.87 9.80 3.67 -0.68 2.44 14.61
Sundaram Rural and Consumption Fund - Direct Plan - Growth 5 2327.97 8.83 0.39 -0.62 2.27 18.71
Sundaram Equity Hybrid Fund - Direct Plan - Growth 4 1457.79 6.46 3.43 2.34 11.16 15.44
Sundaram Low Duration Fund - Direct Plan - Growth 4 1158.63 0.78 2.15 4.40 7.98 7.90
Sundaram Services Fund - Direct Plan - Growth NA 1084.18 8.61 6.97 0.00 0.00 0.00
Sundaram Small Cap Fund - Direct Plan - Growth 1 1039.44 15.47 3.55 -1.56 -15.78 11.24
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth 4 990.21 1.25 2.99 5.93 7.60 7.12
Sundaram Select Focus - Direct Plan - Growth 4 888.27 8.94 4.73 2.38 12.68 16.60

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