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Sundaram Select Focus - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 176.5997 -0.38%
    (as on 22nd March, 2019)
Crisil Rank
Above average performance among peers
Risk-O-Meter
Moderately High
Buy Recommended

Fund has 95.84% investment in indian stocks of which 85.48% is in large cap stocks, 10.37% 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 22nd March, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 15-Mar-19 10059.13 0.59% - -0.12% 1/17
1 Month 22-Feb-19 10704.00 7.04% - 6.74% 7/17
3 Month 24-Dec-18 10682.62 6.83% - 3.92% 3/17
6 Month 24-Sep-18 10354.94 3.55% - 0.24% 7/16
YTD 02-Apr-18 10928.83 9.29% - 3.64% 2/16
1 Year 22-Mar-18 11038.74 10.39% 10.39% 4.45% 2/16
2 Year 22-Mar-17 12886.93 28.87% 13.52% 9.39% 2/14
3 Year 22-Mar-16 15138.48 51.38% 14.82% 13.77% 5/14
5 Year 24-Mar-14 18339.24 83.39% 12.90% 15.76% 11/13
10 Year 23-Mar-09 37569.13 275.69% 14.15% 19.13% 8/9
Since Inception 30-Jul-02 176599.70 1666.00% 18.82% - -/-

SIP Returns (NAV as on 22nd Mar,2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 year 22-Mar-18 12000 12658.15 5.48 % 10.37 %
2 years 22-Mar-17 24000 26368.61 9.87 % 9.36 %
3 years 22-Mar-16 36000 43446.18 20.68 % 12.62 %
5 years 22-Mar-14 60000 78993.58 31.66 % 10.95 %
10 years 22-Mar-09 120000 209362.35 74.47 % 10.73 %
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Portfolio (Updated on 28th Feb,2019)

Portfolio Turnover Ratio : 93.00%  |   Category average turnover ratio is 87.44%  
Fund manager updated portfolio more frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for shorter duration than peers)
Equity Holding : 95.84% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 95.84%
No of Stocks : 30 (Category Avg - 26.76) | Large Cap Investments : 85.48%| Mid Cap Investments : 10.37% | Small Cap Investments : 0% | Other : 0%

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 826.4 9.30% -0.01% 9.86% (Apr 2018) 8.03% (Aug 2018) 3.98 L 0.00
ICICI Bank Ltd. Banks 813.2 9.16% -0.38% 9.53% (Jan 2019) 5.21% (Jun 2018) 23.23 L 0.00
Infosys Ltd. Computers - software 646.9 7.28% -1.17% 9.86% (Sep 2018) 7.28% (Feb 2019) 8.81 L 1.20 L
Axis Bank Ltd. Banks 612.8 6.90% 1.40% 6.9% (Feb 2019) 0% (Mar 2018) 8.64 L 1.87 L
Reliance Industries Ltd. Refineries/marketing 581.5 6.55% 1.61% 6.91% (Jul 2018) 3.25% (Dec 2018) 4.72 L 1.15 L
ITC Limited Cigarettes 563.4 6.34% -0.06% 6.78% (Sep 2018) 4.76% (Mar 2018) 20.41 L 0.00
Kotak Mahindra Bank Ltd. Banks 505.2 5.69% 1.30% 5.69% (Feb 2019) 2.63% (Sep 2018) 4.16 L 1.06 L
Housing Development Finance Corporation Ltd. Housing finance 468.8 5.28% -0.03% 7.46% (Jun 2018) 2.97% (Sep 2018) 2.55 L 9.56 k
Torrent Pharmaceuticals Ltd. Pharmaceuticals 434.6 4.89% -0.05% 4.94% (Jan 2019) 0% (Mar 2018) 2.41 L 0.00
State Bank Of India Banks 273.4 3.08% -0.07% 3.15% (Jan 2019) 0% (Mar 2018) 10.16 L 63.82 k
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
CBLO CBLO 4.23%
Net Receivables Net Receivables -0.07%

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 3 163.60 8.00 8.68 3.51 11.79 14.90
Franklin India Focused Equity Fund - Growth 3 7445.47 8.93 6.62 5.49 7.68 14.02
Axis Focused 25 Fund - Growth 5 6761.67 5.37 -0.11 -3.58 7.49 17.00
Principal Focused Multicap Fund - Growth 4 298.64 5.28 2.04 0.92 7.36 13.11
Aditya Birla Sun Life Focused Equity Fund - Regular Plan - Growth 3 3944.43 6.29 4.71 1.95 6.74 12.91
ICICI Prudential Focused Equity Fund - Retail - Growth 3 615.71 7.10 4.75 -5.18 6.69 11.95
SBI Focused Equity Fund - Regular Plan - Growth 4 3579.93 6.95 4.76 2.64 6.59 15.61
Motilal Oswal Focused 25 Fund - Growth 3 1031.93 6.51 3.43 -0.20 5.80 13.50
DSP Focus Fund - Regular Plan - Growth 2 2034.10 7.78 4.42 2.35 4.71 11.83
Reliance Focused Equity Fund - Growth 2 4152.57 8.43 4.93 2.22 2.27 15.59

More Funds from Sundaram Mutual Fund

Out of 77 mutual fund schemes offered by this AMC, 3 is/are ranked 5 * , 4 is/are ranked 4 * , 6 is/are ranked 3 * , 1 is/are ranked 2 * , 2 is/are ranked 1 * , and 61 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 6383.78 0.53 1.76 3.69 7.48 7.16
Sundaram Mid Cap Fund - Growth 3 5687.71 7.45 0.79 -2.41 -6.78 12.37
Sundaram Diversified Equity - Growth 2 2546.87 6.76 4.48 0.32 1.40 13.07
Sundaram Rural and Consumption Fund - Growth 5 2327.97 5.98 0.80 -0.28 1.20 17.01
Sundaram Equity Hybrid Fund - Growth 4 1457.79 4.87 4.19 2.14 8.96 13.73
Sundaram Low Duration Fund - Regular Plan - Growth 3 1158.63 0.70 1.99 4.13 7.35 7.20
Sundaram Services Fund - Growth NA 1084.18 6.62 6.48 0.00 0.00 0.00
Sundaram Small Cap Fund - Growth 1 1039.44 11.89 3.11 -0.07 -16.39 9.55
Sundaram Banking & PSU Debt Fund - INSTITUTIONAL - Growth 4 990.21 1.12 2.93 5.97 7.47 7.05
Sundaram Select Focus - Growth 4 888.27 7.04 6.06 2.10 10.39 14.82

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