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Sundaram Select Focus - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 226.7925 -0.41%
    (as on 14th May, 2021)
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Crisil Rank
Average performance among peers
Risk-O-Meter
Moderately High

Fund has 96.36% investment in indian stocks of which 78.22% is in large cap stocks, 8.45% is in mid cap stocks, 0.46% 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 14th May, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 07-May-21 9879.40 -1.21% - -0.82% 20/25
1 Month 13-Apr-21 10083.30 0.83% - 1.92% 18/25
3 Month 12-Feb-21 9598.00 -4.02% - -1.41% 19/25
6 Month 13-Nov-20 11445.90 14.46% - 18.82% 19/24
YTD 01-Jan-21 10467.00 4.67% - 0.78% 18/25
1 Year 14-May-20 14749.50 47.49% 47.50% 58.00% 19/22
2 Year 14-May-19 13070.60 30.71% 14.31% 17.18% 15/19
3 Year 14-May-18 13372.00 33.72% 10.16% 10.07% 10/17
5 Year 13-May-16 19202.30 92.02% 13.92% 13.86% 8/15
10 Year 13-May-11 26394.90 163.95% 10.18% 12.43% 9/12
Since Inception 30-Jul-02 226792.50 2167.93% 18.06% 15.07% 6/24

SIP Returns (NAV as on 14th May, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 14-May-20 12000 14074.77 17.29 % 33.65 %
2 Year 14-May-19 24000 29363.48 22.35 % 20.74 %
3 Year 14-May-18 36000 45309.15 25.86 % 15.52 %
5 Year 13-May-16 60000 83816.93 39.69 % 13.34 %
10 Year 13-May-11 120000 225778.74 88.15 % 12.14 %
 

Tax Treatment

Portfolio (Updated on 30th Apr,2021)

Equity Holding : 96.36% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 96.36%
No of Stocks : 30 (Category Avg - 26.48) | Large Cap Investments : 78.22%| Mid Cap Investments : 8.45% | Small Cap Investments : 0.46% | Other : 9.2%

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
Infosys Ltd. Computers - software 1157.9 9.66% 0.06% 9.66% (Apr 2021) 5.36% (May 2020) 8.55 L 0.00
ICICI Bank Ltd. Banks 1141 9.52% 0.20% 10.19% (Jan 2021) 6.35% (Jul 2020) 19.00 L -0.50 L
HDFC Bank Ltd. Banks 1102.1 9.20% -0.37% 10.03% (Nov 2020) 7.76% (Jul 2020) 7.80 L 0.00
Reliance Industries Ltd. Refineries/marketing 857.3 7.15% -0.06% 8.89% (Sep 2020) 6.56% (Jan 2021) 4.30 L -8.73 k
Bharti Airtel Ltd. Telecom - services 681 5.68% 0.29% 8.36% (Jun 2020) 5.33% (Sep 2020) 12.69 L 0.00
Tata Consultancy Services Ltd. Computers - software 635.2 5.30% -0.16% 5.59% (Oct 2020) 0% (May 2020) 2.09 L 0.00
Larsen & Toubro Ltd. Engineering, designing, construction 632.5 5.28% -0.22% 5.59% (Feb 2021) 4.14% (Sep 2020) 4.72 L 0.00
Axis Bank Ltd. Banks 582.7 4.86% 0.19% 4.86% (Apr 2021) 0.79% (Jul 2020) 8.15 L 0.00
Housing Development Finance Corporation Ltd. Housing finance 566.1 4.72% -0.07% 5.26% (Jun 2020) 3.05% (Jul 2020) 2.34 L 0.00
HCL Technologies Limited Computers - software 522.2 4.36% -0.33% 5.08% (Oct 2020) 1.99% (May 2020) 5.81 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
Net Receivables Net Receivables 1.91%
TREPS TREPS 1.52%
Reverse Repo Reverse Repo 0.21%

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
Quant Focused Fund - Growth NA 13.61 6.86 16.82 40.50 80.36 14.60
Nippon India Focused Equity Fund - Growth 5 4897.48 1.94 -1.80 29.92 79.05 10.47
Mirae Asset Focused Fund - Growth NA 5676.47 0.98 -1.48 19.58 73.03 0.00
Franklin India Focused Equity Fund - Growth 3 7359.87 4.34 0.18 28.03 71.25 11.83
IIFL Focused Equity Fund - Growth 5 1675.38 1.64 -3.12 16.20 63.20 17.98
Tata Focused Equity Fund - Regular Plan - Growth NA 1131.98 1.94 -2.37 18.83 61.75 0.00
HDFC Focused 30 Fund - Growth 1 656.96 4.09 0.63 25.07 61.42 4.07
ICICI Prudential Focused Equity Fund - Regular Plan - Growth 4 1316.11 4.15 1.12 26.70 61.26 12.18
Kotak Focused Equity Fund - Regular Plan - Growth NA 1832.53 0.40 -3.50 18.62 58.34 0.00
Principal Focused Multicap Fund - Growth 4 539.05 3.27 -0.50 22.81 58.14 13.74

More Funds from Sundaram Mutual Fund

Out of 58 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 * , 2 is/are ranked 1 * , and 42 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Growth 1 6091.03 1.28 0.31 24.89 65.80 3.30
Sundaram Money Fund - Regular Plan - Growth 3 3662.94 0.26 0.79 1.55 3.30 5.57
Sundaram Diversified Equity - Growth 2 2244.90 1.28 -2.27 18.62 60.48 5.00
Sundaram Equity Hybrid Fund - Growth 3 1662.55 2.44 -0.59 14.50 40.23 9.69
Sundaram Large and Mid Cap Fund - Growth 3 1462.06 0.36 -2.18 19.42 58.12 8.61
Sundaram Services Fund - Growth NA 1339.35 3.92 -1.12 22.78 64.13 0.00
Sundaram Small Cap Fund - Growth 2 1310.65 6.47 11.34 38.67 106.21 3.44
Sundaram Rural and Consumption Fund - Growth 5 1269.40 -0.14 -3.31 12.89 43.37 4.26
Sundaram Select Focus - Growth 3 1198.20 0.83 -4.02 14.46 47.50 10.16
Sundaram Ultra Short Term Fund - Regular Plan - Growth 2 1080.94 0.26 0.66 1.15 3.21 0.00

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