Moneycontrol Be a Pro
Get App
you are here:

Sundaram Select Focus - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 190.5842 0.31%
    (as on 11th December, 2019)
Crisil Rank
Above average performance among peers
Risk-O-Meter
Moderately High

Fund has 95.41% investment in indian stocks of which 74.51% is in large cap stocks, 11.5% 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 December, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 04-Dec-19 9900.30 -1.00% - -1.48% 8/21
1 Month 11-Nov-19 10039.50 0.40% - -0.90% 2/21
3 Month 11-Sep-19 10885.60 8.86% - 7.93% 10/21
6 Month 11-Jun-19 10267.00 2.67% - 0.84% 9/19
YTD 01-Jan-19 11291.50 12.92% - 3.43% 7/18
1 Year 11-Dec-18 11653.70 16.54% 16.54% 12.96% 5/18
2 Year 11-Dec-17 11668.40 16.68% 8.02% 2.10% 2/17
3 Year 09-Dec-16 15554.60 55.55% 15.83% 11.17% 2/15
5 Year 11-Dec-14 15398.30 53.98% 9.01% 8.74% 8/15
10 Year 11-Dec-09 23056.30 130.56% 8.71% 10.82% 8/11
Since Inception 30-Jul-02 190584.20 1805.84% 18.48% 10.52% 2/22

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

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 11-Dec-18 12000 13031.19 8.59 % 16.25 %
2 Year 11-Dec-17 24000 26698.31 11.24 % 10.6 %
3 Year 09-Dec-16 36000 42647.92 18.47 % 11.31 %
5 Year 11-Dec-14 60000 79881.8 33.14 % 11.39 %
10 Year 11-Dec-09 120000 209919.54 74.93 % 10.77 %
 

Tax Treatment

Portfolio (Updated on 30th Nov,2019)

Equity Holding : 95.41% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 95.41%
No of Stocks : 30 (Category Avg - 26.43) | Large Cap Investments : 74.51%| Mid Cap Investments : 11.5% | Small Cap Investments : 0% | Other : 9.39%

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
# ICICI Bank Ltd. Banks 1004.7 9.48% 0.00% 9.73% (Jun 2019) 7.76% (Aug 2019) 19.60 L 0.00
# HDFC Bank Ltd. Banks 992.4 9.36% 0.00% 9.69% (Nov 2018) 9.11% (Aug 2019) 7.78 L 0.00
# Reliance Industries Ltd. Refineries/marketing 933.2 8.81% 0.00% 8.9% (Oct 2019) 3.25% (Dec 2018) 6.02 L -0.34 L
# Larsen & Toubro Ltd. Engineering, designing, construction 753.3 7.11% 0.00% 7.99% (Sep 2019) 0% (Nov 2018) 5.66 L 0.00
# Housing Development Finance Corporation Ltd. Housing finance 673.1 6.35% 0.00% 6.53% (Aug 2019) 4.6% (Nov 2018) 2.93 L 0.00
# Axis Bank Ltd. Banks 638.2 6.02% 0.00% 6.95% (Mar 2019) 2.55% (Nov 2018) 8.64 L 0.00
# Kotak Mahindra Bank Ltd. Banks 531.2 5.01% 0.00% 6.64% (Jul 2019) 2.93% (Nov 2018) 3.29 L 0.00
# SBI Life Insurance Co Ltd. Insurance 434.9 4.10% 0.00% 3.06% (Oct 2019) 2.08% (Jan 2019) 4.53 L 1.30 L
# Bharti Airtel Ltd. Telecom - services 429.3 4.05% 0.00% 3.47% (Oct 2019) 1.36% (Apr 2019) 9.70 L 0.00
# Infosys Ltd. Computers - software 375 3.54% 0.00% 8.61% (Nov 2018) 2.67% (May 2019) 5.38 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
MF Units MF Units 3.40%
Net Receivables Net Receivables 0.98%
Reverse Repo Reverse Repo 0.21%

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 5 476.45 0.00 9.89 5.27 28.45 13.59
DSP Focus Fund - Regular Plan - Growth 3 2034.71 -0.19 12.93 5.52 19.13 10.84
SBI Focused Equity Fund - Regular Plan - Growth 4 6526.00 -0.18 9.36 3.12 18.63 14.57
Axis Focused 25 Fund - Growth 4 8890.93 -0.92 9.49 4.70 16.58 17.58
Motilal Oswal Focused 25 Fund - Growth 3 1177.25 -0.66 10.62 4.50 15.39 11.92
L&T Focused Equity Fund - Growth NA 687.81 0.12 9.54 3.32 14.23 0.00
Franklin India Focused Equity Fund - Growth 3 8994.46 0.21 6.47 -4.11 13.98 9.76
Aditya Birla Sun Life Focused Equity Fund - Regular Plan - Growth 3 4406.98 -0.33 8.15 0.18 13.67 10.53
JM Core 11 Fund - Growth 3 56.16 -2.27 6.72 -0.60 13.07 13.24
Principal Focused Multicap Fund - Growth 3 358.58 1.04 10.64 2.95 13.02 11.58

More Funds from Sundaram Mutual Fund

Out of 70 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 6 is/are ranked 4 * , 1 is/are ranked 3 * , 2 is/are ranked 2 * , 6 is/are ranked 1 * , and 54 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 1 6107.28 0.44 1.35 2.96 6.75 6.90
Sundaram Mid Cap Fund - Growth 2 5892.38 -1.71 5.33 -5.25 1.73 4.23
Sundaram Diversified Equity - Growth 2 2628.97 -2.03 7.10 -3.92 7.64 8.03
Sundaram Rural and Consumption Fund - Growth 5 2047.06 -1.15 7.41 -0.45 6.25 8.69
Sundaram Equity Hybrid Fund - Growth 4 1833.21 -0.23 7.35 2.96 12.24 10.57
Sundaram Services Fund - Growth NA 1255.17 0.29 13.20 7.59 20.26 0.00
Sundaram Banking & PSU Debt Fund - INSTITUTIONAL - Growth 4 1207.05 0.35 1.90 5.02 10.61 7.42
Sundaram Small Cap Fund - Growth 1 1072.69 -6.00 1.07 -12.81 -5.00 -0.80
Sundaram Select Focus - Growth 4 1059.69 0.39 8.86 2.67 16.54 15.83
Sundaram Large and Mid Cap Fund - Growth 4 953.32 -1.47 10.23 2.31 12.86 13.93

Forum

View More