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Sundaram Select Focus - Institutional - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 193.052 -0.15%
    (as on 07th August, 2020)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Moderately High

Fund has 95.34% investment in indian stocks of which 76.42% is in large cap stocks, 10.43% 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 07th August, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 31-Jul-20 10135.80 1.36% - 1.36% 1/1
1 Month 07-Jul-20 10345.90 3.46% - 3.46% 1/1
3 Month 07-May-20 11678.30 16.78% - 16.78% 1/1
6 Month 07-Feb-20 9142.40 -8.58% - -8.58% 1/1
YTD 01-Jan-20 9305.90 -6.94% - -6.85% 1/1
1 Year 07-Aug-19 10349.10 3.49% 3.48% 3.48% 1/1
2 Year 07-Aug-18 10232.10 2.32% 1.15% 1.15% 1/1
3 Year 07-Aug-17 11740.10 17.40% 5.49% 5.49% 1/1
5 Year 07-Aug-15 14223.00 42.23% 7.29% 7.29% 1/1
10 Year 06-Aug-10 21666.60 116.67% 8.03% 8.03% 1/1
Since Inception 15-Apr-08 24915.90 149.16% 7.69% 7.69% 1/1

SIP Returns (NAV as on 07th August, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 07-Aug-19 12000 12362.16 3.02 % 5.62 %
2 Year 07-Aug-18 24000 24944.71 3.94 % 3.75 %
3 Year 07-Aug-17 36000 38504.59 6.96 % 4.41 %
5 Year 07-Aug-15 60000 73826.02 23.04 % 8.22 %
10 Year 06-Aug-10 120000 196395.54 63.66 % 9.51 %
 

Tax Treatment

Portfolio (Updated on 30th Jun,2020)

Equity Holding : 95.34% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 95.34%
No of Stocks : 30 (Category Avg - 26.41) | Large Cap Investments : 76.42%| Mid Cap Investments : 10.43% | Small Cap Investments : 0% | Other : 8.5%

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 849.8 8.70% 1.76% 9.45% (Apr 2020) 6.94% (May 2020) 4.99 L 61.00 k
HDFC Bank Ltd. Banks 829.6 8.49% 0.47% 9.5% (Sep 2019) 8.02% (May 2020) 7.78 L 0.00
Bharti Airtel Ltd. Telecom - services 816.4 8.36% 0.53% 8.36% (Jun 2020) 2.32% (Jul 2019) 14.58 L 1.50 L
- ICICI Bank Ltd. Banks 666.4 6.82% 0.01% 9.67% (Dec 2019) 6.82% (May 2020) 18.96 L 0.00
Infosys Ltd. Computers - software 597.6 6.12% 0.76% 6.12% (Jun 2020) 3.2% (Jul 2019) 8.12 L 95.27 k
- Housing Development Finance Corporation Ltd. Housing finance 514.2 5.26% 0.00% 6.69% (Dec 2019) 5.26% (May 2020) 2.93 L 0.00
Larsen & Toubro Ltd. Engineering, designing, construction 475.4 4.87% -0.22% 7.99% (Sep 2019) 4.85% (Apr 2020) 5.04 L 0.00
National Thermal Power Corporation Ltd. Power 441.5 4.52% -0.36% 4.88% (May 2020) 1.98% (Nov 2019) 46.09 L 0.00
Hero Motocorp Ltd. Motor cycles/scooters 405.7 4.15% 1.55% 4.15% (Jun 2020) 0% (Jul 2019) 1.59 L 57.58 k
Hindustan Unilever Ltd. Diversified 389.3 3.99% 0.01% 5.2% (Oct 2019) 0% (Jul 2019) 1.79 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
TREPS TREPS 2.14%
Reverse Repo Reverse Repo 1.49%
Net Receivables Net Receivables 1.02%

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
No Data Found

More Funds from Sundaram Mutual Fund

Out of 9 mutual fund schemes offered by this AMC, 2 is/are ranked 2 * , 2 is/are ranked 1 * , and 5 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Institutional - Growth NA 4895.72 3.74 19.50 -17.63 -1.32 -4.71
Sundaram Money Fund - Growth 1 3468.26 0.27 0.94 2.31 5.09 6.48
Sundaram Banking & PSU Debt Fund - Growth 2 1620.39 0.45 3.01 4.48 9.13 7.58
Sundaram Select Focus - Institutional - Growth NA 976.68 3.46 16.78 -8.58 3.48 5.49
Sundaram Small Cap Fund - Institutional - Growth NA 905.64 5.73 24.99 -14.30 1.68 -9.43
Sundaram Low Duration Fund - Institutional - Growth 1 401.18 0.45 2.59 3.79 3.51 3.97
Sundaram Low Duration Fund - Retail - Growth 2 401.18 0.38 2.38 3.40 2.74 3.68
Sundaram Financial Services Opportunities Fund - Institutional - Growth NA 205.16 -3.19 12.76 -24.92 -10.99 -1.78
Sundaram Medium Term Bond Fund - Institutional - Growth NA 73.15 0.39 3.66 2.86 6.61 6.04

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