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Sundaram Select Focus - Institutional - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 206.4703 0.28%
    (as on 04th December, 2019)
Crisil Rank

Not Ranked

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

Fund has 95.75% investment in indian stocks of which 75.04% is in large cap stocks, 11.52% 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 04th December, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 27-Nov-19 10008.30 0.08% - 0.08% 1/1
1 Month 04-Nov-19 10184.20 1.84% - 1.84% 1/1
3 Month 04-Sep-19 11155.10 11.55% - 11.55% 1/1
6 Month 04-Jun-19 10329.60 3.30% - 3.30% 1/1
YTD 01-Jan-19 11481.30 14.81% - 7.93% 1/1
1 Year 04-Dec-18 11522.00 15.22% 15.22% 15.22% 1/1
2 Year 04-Dec-17 12352.80 23.53% 11.14% 11.14% 1/1
3 Year 02-Dec-16 16527.00 65.27% 18.19% 18.19% 1/1
5 Year 04-Dec-14 15550.20 55.50% 9.23% 9.23% 1/1
10 Year 04-Dec-09 24545.00 145.45% 9.39% 9.39% 1/1
Since Inception 15-Apr-08 26647.70 166.48% 8.78% 8.78% 1/1

SIP Returns (NAV as on 04th December, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 04-Dec-18 12000 13178.65 9.82 % 18.63 %
2 Year 04-Dec-17 24000 27268.41 13.62 % 12.78 %
3 Year 02-Dec-16 36000 43938.35 22.05 % 13.37 %
5 Year 04-Dec-14 60000 82430.69 37.38 % 12.65 %
10 Year 04-Dec-09 120000 220781.4 83.98 % 11.72 %
 

Tax Treatment

Portfolio (Updated on 31st Oct,2019)

Equity Holding : 95.75% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 95.75%
No of Stocks : 30 (Category Avg - 26.62) | Large Cap Investments : 75.04%| Mid Cap Investments : 11.52% | Small Cap Investments : 0% | Other : 9.19%

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
HDFC Bank Ltd. Banks 957.7 9.16% -0.34% 9.69% (Nov 2018) 9.11% (Aug 2019) 7.78 L 0.00
Reliance Industries Ltd. Refineries/marketing 930.3 8.90% 0.15% 8.9% (Oct 2019) 3.25% (Dec 2018) 6.35 L -0.25 L
ICICI Bank Ltd. Banks 907.5 8.68% 0.23% 9.73% (Jun 2019) 7.76% (Aug 2019) 19.60 L 0.00
Larsen & Toubro Ltd. Engineering, designing, construction 834 7.97% -0.01% 7.99% (Sep 2019) 0% (Nov 2018) 5.66 L 21.17 k
Axis Bank Ltd. Banks 635.9 6.08% 0.20% 6.95% (Mar 2019) 2.55% (Nov 2018) 8.64 L 0.00
Housing Development Finance Corporation Ltd. Housing finance 624.7 5.97% 0.21% 6.53% (Aug 2019) 4.6% (Nov 2018) 2.93 L 0.00
Hindustan Unilever Ltd. Diversified 543.9 5.20% 0.73% 5.2% (Oct 2019) 0% (Nov 2018) 2.50 L 23.01 k
Kotak Mahindra Bank Ltd. Banks 517.8 4.95% -0.43% 6.64% (Jul 2019) 2.93% (Nov 2018) 3.29 L 0.00
Infosys Ltd. Computers - software 369.2 3.53% -0.58% 8.61% (Nov 2018) 2.67% (May 2019) 5.38 L 25.86 k
Bharti Airtel Ltd. Telecom - services 363.1 3.47% 0.41% 3.47% (Oct 2019) 1.36% (Apr 2019) 9.70 L 1.32 L
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
MF Units MF Units 2.39%
Net Receivables Net Receivables 1.34%
TREPS TREPS 0.52%

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 10 mutual fund schemes offered by this AMC, 2 is/are ranked 2 * , 3 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 Money Fund - Growth 1 6142.18 0.43 1.36 3.00 6.79 6.91
Sundaram Money Fund - Institutional - Growth 1 6142.18 0.43 1.36 3.00 6.80 6.91
Sundaram Mid Cap Fund - Institutional - Growth NA 5882.64 0.48 10.17 -3.69 2.63 6.55
Sundaram Banking & PSU Debt Fund - Growth 2 1122.65 0.76 2.34 5.30 10.93 7.55
Sundaram Small Cap Fund - Institutional - Growth NA 1088.25 -2.95 8.47 -10.79 -2.43 2.14
Sundaram Select Focus - Institutional - Growth NA 1045.86 1.84 11.55 3.30 15.22 18.19
Sundaram Low Duration Fund - Institutional - Growth 1 496.27 0.58 1.93 0.03 -1.20 3.61
Sundaram Low Duration Fund - Retail - Growth 2 496.27 0.58 1.77 -0.45 -2.06 3.58
Sundaram Select Thematic Funds Financial Services Opportunities - Institutional - Growth NA 203.93 4.69 17.28 7.71 27.18 17.54
Sundaram Medium Term Bond Fund - Institutional - Growth NA 82.73 0.65 1.58 4.30 9.03 5.54

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