Moneycontrol
Get App
you are here:

Sundaram Select Focus - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 180.3742 0.52%
    (as on 11th October, 2019)
Crisil Rank
Above average performance among peers
Risk-O-Meter
Moderately High
Buy Recommended

Fund has 94.31% investment in indian stocks of which 71.9% is in large cap stocks, 12.89% 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.

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 11th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 04-Oct-19 10175.60 1.76% - 0.80% 1/21
1 Month 11-Sep-19 10302.50 3.02% - 3.07% 12/21
3 Month 11-Jul-19 9910.20 -0.90% - -0.92% 12/19
6 Month 11-Apr-19 10128.40 1.28% - -1.04% 6/18
YTD 01-Jan-19 10686.60 6.87% - -1.16% 7/18
1 Year 11-Oct-18 11349.30 13.49% 13.49% 10.68% 7/17
2 Year 11-Oct-17 11508.00 15.08% 7.28% 2.53% 3/16
3 Year 10-Oct-16 13934.20 39.34% 11.68% 7.22% 2/15
5 Year 10-Oct-14 15320.10 53.20% 8.90% 9.42% 8/14
10 Year 09-Oct-09 22632.10 126.32% 8.50% 10.88% 9/11
Since Inception 30-Jul-02 180374.20 1703.74% 18.30% 9.65% 2/21

SIP Returns (NAV as on 11th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 11-Oct-18 12000 12625.58 5.21 % 9.78 %
2 Year 11-Oct-17 24000 25600.47 6.67 % 6.34 %
3 Year 10-Oct-16 36000 41267.38 14.63 % 9.07 %
5 Year 10-Oct-14 60000 76618.58 27.7 % 9.71 %
10 Year 09-Oct-09 120000 201173.58 67.64 % 9.97 %
 

Tax Treatment

Portfolio (Updated on 30th Sep,2019)

Equity Holding : 94.31% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 94.31%
No of Stocks : 30 (Category Avg - 26.38) | Large Cap Investments : 71.9%| Mid Cap Investments : 12.89% | Small Cap Investments : 0% | Other : 9.53%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Cr) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
HDFC Bank Ltd. Banks 955.4 9.50% 0.39% 9.69% (Nov 2018) 9.11% (Aug 2019) 7.78 L 7.78 L
Reliance Industries Ltd. Refineries/marketing 879.7 8.74% 0.27% 8.74% (Sep 2019) 3.25% (Dec 2018) 6.60 L 0.00
ICICI Bank Ltd. Banks 850 8.45% 0.69% 9.73% (Jun 2019) 7.76% (Aug 2019) 19.60 L 1.19 L
Larsen & Toubro Ltd. Engineering, designing, construction 803.5 7.99% 2.77% 7.99% (Sep 2019) 0% (Oct 2018) 5.45 L 1.63 L
Axis Bank Ltd. Banks 591.6 5.88% -0.01% 6.95% (Mar 2019) 0.2% (Oct 2018) 8.64 L 0.00
Housing Development Finance Corporation Ltd. Housing finance 579.3 5.76% -0.77% 6.53% (Aug 2019) 3.02% (Oct 2018) 2.93 L 0.00
Kotak Mahindra Bank Ltd. Banks 540.8 5.38% 0.54% 6.64% (Jul 2019) 2.81% (Oct 2018) 3.29 L 0.00
# Hindustan Unilever Ltd. Diversified 450 4.47% 4.47% 4.47% (Sep 2019) 0% (Oct 2018) 2.27 L 2.27 L
Infosys Ltd. Computers - software 413 4.11% 0.81% 9.34% (Oct 2018) 2.67% (May 2019) 5.13 L 1.20 L
Bharti Airtel Ltd. Telecom - services 307.7 3.06% 0.07% 3.06% (Sep 2019) 1.36% (Apr 2019) 8.38 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
MF Units MF Units 2.49%
Net Receivables Net Receivables 2.21%
TREPS TREPS 0.99%

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
IIFL Focused Equity Fund - Growth 4 258.44 4.00 2.11 5.01 22.86 8.81
Motilal Oswal Focused 25 Fund - Growth 3 1139.91 5.87 3.67 4.88 17.17 8.43
SBI Focused Equity Fund - Regular Plan - Growth 5 5725.65 3.90 -0.25 0.36 16.64 10.02
JM Core 11 Fund - Growth 4 52.98 5.22 5.38 -2.45 16.45 8.45
Axis Focused 25 Fund - Growth 3 8383.71 5.75 4.23 6.37 15.91 12.68
DSP Focus Fund - Regular Plan - Growth 3 1895.42 5.02 0.50 1.82 15.00 5.58
BNP Paribas Focused 25 Equity Fund - Growth NA 234.78 3.85 0.20 1.77 13.49 0.00
Principal Focused Multicap Fund - Growth 3 330.01 3.20 -0.33 -0.53 11.89 6.86
Franklin India Focused Equity Fund - Growth 3 8353.60 0.36 -7.16 -5.44 10.85 6.47
Aditya Birla Sun Life Focused Equity Fund - Regular Plan - Growth 3 4192.20 2.37 -2.98 -1.71 9.31 6.49

More Funds from Sundaram Mutual Fund

Out of 73 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 5 is/are ranked 4 * , 2 is/are ranked 3 * , 5 is/are ranked 2 * , 2 is/are ranked 1 * , and 57 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Money Fund - Regular Plan - Growth 3 5855.43 0.46 1.51 3.27 7.15 6.98
Sundaram Mid Cap Fund - Growth 2 5723.11 2.00 -3.71 -7.20 1.79 0.79
Sundaram Diversified Equity - Growth 2 2569.10 3.81 -1.93 -4.00 7.58 4.28
Sundaram Rural and Consumption Fund - Growth 5 2121.22 3.90 1.42 -3.07 8.45 4.98
Sundaram Equity Hybrid Fund - Growth 4 1764.13 2.94 0.24 1.39 10.44 7.79
Sundaram Services Fund - Growth NA 1215.51 6.77 4.05 5.37 14.94 0.00
Sundaram Banking & PSU Debt Fund - INSTITUTIONAL - Growth 4 1073.32 0.53 2.59 5.03 11.20 7.32
Sundaram Small Cap Fund - Growth 1 1046.17 -0.67 -9.01 -14.15 -5.55 -4.31
Sundaram Select Focus - Growth 4 1005.94 3.02 -0.90 1.28 13.49 11.68
Sundaram Large and Mid Cap Fund - Growth 5 794.43 5.97 1.86 0.87 14.26 11.06

Forum

View More