172@29@16@58!~!172@29@0@53!~!|commonstore|commonfiles|moneycontrol_header.php?cid=2&s_cid=0&radar_off=1&is_revamped_header=1&is_responsive=1&sec=&priceinter=0&frommc=1!~!www|moneycontrol|com!~!|commonstore|commonfiles|moneycontrol_header.php!~!is_mobile=false
Moneycontrol
you are here:

Sundaram Select Focus - Institutional - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 199.9038 -1.01%
    (as on 26th October, 2020)
Crisil Rank

Not Ranked

Rank not available for the fund
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.

This Scheme
VS
  • Benchmark
    Nifty 50 TRI
  • NA
  • NA
  • Gold
Compare with
  • Date : -
  • NAV : -
  • Nifty 50 TRI : -
  • Date : -
  • Investment : -
  • Value on selected date : -
  • Returns Calculator
  • SIP Calculator
  • VIP (Value Avg)
Amount
  • Investment Date
  • Sell Date
  • Investment Value
    -
  • Sell Value
    -
  • Profit/Loss
    -
  • Annualised Returns
    -
  • Date : -
  • Investment : -
  • Value on selected date : -

Returns (NAV as on 23rd October, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 16-Oct-20 10155.50 1.56% - 1.56% 1/1
1 Month 23-Sep-20 10610.70 6.11% - 6.11% 1/1
3 Month 23-Jul-20 10509.60 5.10% - 5.10% 1/1
6 Month 23-Apr-20 12056.60 20.57% - 20.57% 1/1
YTD 01-Jan-20 9734.40 -2.66% - -2.56% 1/1
1 Year 23-Oct-19 10160.10 1.60% 1.60% 1.60% 1/1
2 Year 23-Oct-18 11982.30 19.82% 9.45% 9.45% 1/1
3 Year 23-Oct-17 12104.70 21.05% 6.57% 6.57% 1/1
5 Year 23-Oct-15 15438.90 54.39% 9.06% 9.06% 1/1
10 Year 22-Oct-10 20329.00 103.29% 7.34% 7.34% 1/1
Since Inception 15-Apr-08 26063.40 160.63% 7.94% 7.94% 1/1

SIP Returns (NAV as on 23rd October, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 23-Oct-19 12000 13053.24 8.78 % 16.6 %
2 Year 23-Oct-18 24000 26211.67 9.22 % 8.71 %
3 Year 23-Oct-17 36000 39969 11.03 % 6.9 %
5 Year 23-Oct-15 60000 76192.97 26.99 % 9.48 %
10 Year 22-Oct-10 120000 203386.29 69.49 % 10.17 %
 

Tax Treatment

Portfolio (Updated on 30th Sep,2020)

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
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 5335.41 3.27 9.23 24.45 -0.83 -3.61
Sundaram Money Fund - Growth 1 3776.85 0.29 0.83 1.79 4.59 6.26
Sundaram Banking & PSU Debt Fund - Growth 2 1721.63 0.59 1.18 4.31 8.27 7.59
Sundaram Small Cap Fund - Institutional - Growth NA 1064.03 5.83 18.45 36.98 9.62 -6.09
Sundaram Select Focus - Institutional - Growth NA 1028.67 6.11 5.10 20.57 1.60 6.57
Sundaram Low Duration Fund - Retail - Growth 2 424.23 0.47 0.97 3.20 6.60 3.54
Sundaram Low Duration Fund - Institutional - Growth 1 424.23 0.54 1.18 3.63 7.34 3.93
Sundaram Financial Services Opportunities Fund - Institutional - Growth NA 208.11 14.15 4.99 22.11 -9.80 2.91
Sundaram Medium Term Bond Fund - Institutional - Growth NA 73.78 1.06 0.89 4.55 6.69 6.13

Forum

+ See More