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you are here: Moneycontrol Mutual Funds Focused Fund Sundaram Mutual Fund Sundaram Select Focus - Retail Plan (G)

Sundaram Select Focus - Retail Plan (G)

Plan: Retail Plan | Option: Growth | Type : Open-Ended | AMFI Code: 101537
Fact Sheet
169.888 0.13 ( 0.08 %)
NAV as on 21 Jan, 2019
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Good performance in the category

The scheme is ranked 2 in Focused Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jan 21, 2019)
Period Returns(%) Rank#
1 Month 2.0 7
3 Months 6.0 14
6 Months -1.8 10
1 Year -0.3 3
2 Years 16.6 6
3 Years 14.7 12
5 Years 12.9 19

# Moneycontrol Rank within 25 Focused Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.7 4.5 0.7 -1.3 1.9
2017 14.9 5.2 3.1 6.7 36.2
2016 -3.5 5.4 3.0 -5.9 0.3
2015 1.9 -1.8 -4.2 1.6 0.0
2014 6.0 17.7 2.9 4.3 34.3

View where it stands within its peers

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Performance

Fund returns v/s Category average (Focused Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 2 6 -1.8 -0.3 16.6 14.7 12.9
Category average 0 4.7 -2.9 -7.1 12.7 14.6 15.8
Difference of Fund returns and Category returns 2 1.3 1.1 6.8 3.9 0.1 -2.9
Best of Category 2.1 9.6 4.1 1.3 18.5 18.8 22.4
Worst of Category -3.6 -2.8 -10.7 -15.2 6.4 11.3 11.5
Benchmark returns # 1.9 7 -1.1 0 14.3 14.6 11.7
Difference of Fund returns and Benchmark returns 0.1 -1 -0.7 -0.3 2.3 0.1 1.2
# Benchmark Index: Nifty 50

Investment Information

Investment Objective

To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.

Registrars
Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Axis Focused 25 Fund - Regular Plan (G) 5,772.26 25.8 2.7 -10.7 -5.8 17.4 16.3
Franklin India Focused Equity Fund (G) 5,618.57 38.5 9.3 3.5 -9.1 14.0 19.8
Reliance Focused Equity Fund (G) 3,819.73 44.3 5.9 -2.1 -15.0 13.0 19.9
Aditya Birla Sun Life Focused Equity Fund (G) 2,977.62 56 4.6 -0.8 -6.4 13.0 14.6
SBI Focused Equity Fund (G) 2,789.08 130.3 7.0 -1.5 -7.3 15.2 18.3
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Nov 30, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 75.16 9.69
Infosys Technology 84.66 8.61
ICICI Bank Banking/Finance 73.79 8.45
ITC Tobacco 55.60 6.37
Maruti Suzuki Automotive 42.34 5.02
IndusInd Bank Banking/Finance 43.81 4.85
HDFC Banking/Finance 29.85 4.60
TCS Technology 40.18 3.60
Reliance Oil & Gas 31.41 3.42
Torrent Pharma Pharmaceuticals 26.45 3.03
Asset Allocation (%) As on Nov 30, 2018
Equity 92.88
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 7.14
Sector Allocation (%) As on Nov 30, 2018
Sector %
Banking/Finance 34.19
Technology 17.74
Automotive 9.62
Tobacco 6.37
Engineering 5.73
Conglomerates 4.22
Concentration As on Nov 30, 2018
Holdings %
Top 5 38.14
Top 10 92.88
Sectors %
Top 3
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