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Sundaram Select Focus - Direct Plan - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 197.6147 0.26%
    (as on 21st October, 2020)
Crisil Rank
Average performance among peers
Risk-O-Meter
Moderately High

Fund has 97.4% investment in indian stocks of which 76.66% is in large cap stocks, 10.81% is in mid cap stocks, 1.78% in small 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 21st October, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 14-Oct-20 9982.10 -0.18% - 0.22% 16/24
1 Month 21-Sep-20 10489.50 4.90% - 4.34% 12/23
3 Month 21-Jul-20 10486.20 4.86% - 6.00% 16/22
6 Month 21-Apr-20 12379.60 23.80% - 26.72% 18/22
YTD 01-Jan-20 9736.30 -2.64% - -0.59% 16/22
1 Year 18-Oct-19 10172.80 1.73% 1.71% 3.48% 16/21
2 Year 19-Oct-18 11856.10 18.56% 8.85% 8.21% 9/17
3 Year 18-Oct-17 12086.70 20.87% 6.50% 3.86% 5/16
5 Year 21-Oct-15 15515.70 55.16% 9.17% 8.83% 6/15
Since Inception 02-Jan-13 21622.70 116.23% 10.38% 10.24% 15/24

SIP Returns (NAV as on 21st October, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Oct-19 12000 13100.06 9.17 % 17.34 %
2 Year 19-Oct-18 24000 26217.13 9.24 % 8.72 %
3 Year 18-Oct-17 36000 39975.46 11.04 % 6.91 %
5 Year 21-Oct-15 60000 76240.92 27.07 % 9.51 %
 

Tax Treatment

Portfolio (Updated on 30th Sep,2020)

Portfolio Turnover Ratio : 78.00%  |   Category average turnover ratio is 221.03%  
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 : 97.40% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 97.40%
No of Stocks : 30 (Category Avg - 25.50) | Large Cap Investments : 76.66%| Mid Cap Investments : 10.81% | Small Cap Investments : 1.78% | Other : 8.16%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Reliance Industries Ltd. Refineries/marketing 914.8 8.89% 1.37% 9.45% (Apr 2020) 6.94% (May 2020) 4.09 L 24.73 k
Infosys Ltd. Computers - software 862 8.38% 1.87% 8.38% (Sep 2020) 3.53% (Oct 2019) 8.55 L 1.09 L
ICICI Bank Ltd. Banks 847.9 8.24% -0.62% 9.67% (Dec 2019) 6.35% (Jul 2020) 23.90 L 0.00
- HDFC Bank Ltd. Banks 839.6 8.16% 0.00% 9.38% (Dec 2019) 7.76% (Jul 2020) 7.78 L 0.00
Bharti Airtel Ltd. Telecom - services 547.9 5.33% -0.95% 8.36% (Jun 2020) 3.47% (Oct 2019) 13.02 L 0.00
Tata Consultancy Services Ltd. Computers - software 547.3 5.32% 0.85% 5.32% (Sep 2020) 0% (Oct 2019) 2.20 L 8.72 k
HCL Technologies Limited Computers - software 512.9 4.99% 0.65% 4.99% (Sep 2020) 0% (Oct 2019) 6.32 L -0.32 L
Hindustan Unilever Ltd. Diversified 488.8 4.75% 0.05% 5.2% (Oct 2019) 2.68% (Dec 2019) 2.36 L 0.00
Larsen & Toubro Ltd. Engineering, designing, construction 425.4 4.14% -0.05% 7.97% (Oct 2019) 4.14% (Sep 2020) 4.72 L 0.00
Housing Development Finance Corporation Ltd. Housing finance 406.5 3.95% -0.07% 6.69% (Dec 2019) 3.05% (Jul 2020) 2.34 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 3.54%
Net Receivables Net Receivables -0.94%

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 5 963.22 4.66 9.24 30.98 12.33 10.65
IDFC Focused Equity Fund - Direct Plan - Growth 3 1400.59 3.18 10.42 35.51 12.04 3.40
Mirae Asset Focused Fund - Direct Plan - Growth NA 3524.10 4.98 9.09 39.12 11.50 0.00
Union Focused Fund - Direct Plan - Growth NA 175.29 6.55 9.76 32.93 11.26 0.00
Principal Focused Multicap Fund - Direct Plan - Growth 4 398.52 4.48 4.20 23.87 6.85 5.97
Motilal Oswal Focused 25 Fund - Direct Plan - Growth 3 1266.86 7.00 7.70 25.42 6.54 6.72
L&T Focused Equity Fund - Direct - Growth NA 751.13 1.88 9.51 25.98 6.46 0.00
ICICI Prudential Focused Equity Fund - Direct Plan - Growth 4 794.93 -0.97 1.61 23.89 5.83 3.61
Quant Focused Fund - Direct Plan - Growth NA 5.25 2.17 7.73 27.00 5.47 3.57
Kotak Focused Equity Fund - Direct Plan - Growth NA 1638.22 5.61 6.55 28.59 4.82 0.00

More Funds from Sundaram Mutual Fund

Out of 68 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 2 is/are ranked 4 * , 6 is/are ranked 3 * , 4 is/are ranked 2 * , 3 is/are ranked 1 * , and 51 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Direct Plan - Growth 1 5335.41 0.28 8.35 24.60 -2.55 -4.09
Sundaram Money Fund - Direct Plan - Growth 3 3776.85 0.30 0.86 1.87 4.68 6.35
Sundaram Diversified Equity - Direct Plan - Growth 1 2197.49 3.91 7.30 28.08 -3.47 -1.30
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth 2 1721.63 0.60 1.23 4.50 8.51 7.72
Sundaram Equity Hybrid Fund - Direct Plan - Growth 4 1544.71 2.90 3.70 18.13 2.12 6.41
Sundaram Rural and Consumption Fund - Direct Plan - Growth 5 1476.87 1.07 2.91 20.78 -1.89 -0.35
Sundaram Large and Mid Cap Fund - Direct Plan - Growth 3 1251.99 2.32 7.04 26.41 -3.79 4.55
Sundaram Services Fund - Direct Plan - Growth NA 1114.75 3.41 6.59 26.15 1.88 0.00
Sundaram Small Cap Fund - Direct Plan - Growth 2 1064.03 2.60 17.44 37.41 9.22 -6.40
Sundaram Corporate Bond Fund - Direct Plan Growth 5 1044.40 1.30 1.55 6.18 11.47 8.66

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