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Sundaram Select Focus - Growth

  • Regular
  • Direct
Category : Focused Fund
  • NAV
    : ₹ 244.3956 0.31%
    (as on 11th June, 2021)
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Crisil Rank
Average performance among peers
Risk-O-Meter
Very High

Fund has 97.72% investment in indian stocks of which 76.64% is in large cap stocks, 11.31% is in mid cap stocks, 0.48% 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.

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Returns (NAV as on 11th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 04-Jun-21 10118.00 1.18% - 1.22% 14/26
1 Month 11-May-21 10614.10 6.14% - 6.72% 19/25
3 Month 10-Mar-21 10354.90 3.55% - 5.78% 21/25
6 Month 11-Dec-20 11684.20 16.84% - 20.45% 19/25
YTD 01-Jan-21 11279.40 12.79% - 16.60% 17/25
1 Year 11-Jun-20 15048.70 50.49% 50.49% 60.14% 20/22
2 Year 11-Jun-19 13165.90 31.66% 14.72% 17.85% 16/19
3 Year 11-Jun-18 14386.50 43.86% 12.88% 13.01% 11/17
5 Year 10-Jun-16 20043.80 100.44% 14.90% 14.89% 9/15
10 Year 10-Jun-11 28731.90 187.32% 11.12% 13.35% 9/12
Since Inception 30-Jul-02 244395.60 2343.96% 18.45% 17.43% 8/24

SIP Returns (NAV as on 11th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 11-Jun-20 12000 14656.97 22.14 % 43.42 %
2 Year 11-Jun-19 24000 31143.38 29.76 % 27.26 %
3 Year 11-Jun-18 36000 48412.86 34.48 % 20.2 %
5 Year 10-Jun-16 60000 89359.95 48.93 % 15.93 %
10 Year 10-Jun-11 120000 241899.59 101.58 % 13.43 %
 

Tax Treatment

Portfolio (Updated on 31st May,2021)

Equity Holding : 97.72% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 97.72%
No of Stocks : 30 (Category Avg - 26.50) | Large Cap Investments : 76.64%| Mid Cap Investments : 11.31% | Small Cap Investments : 0.48% | Other : 9.29%

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 1259.3 9.89% 0.00% 10.19% (Jan 2021) 6.35% (Jul 2020) 19.00 L 0.00
# Infosys Ltd. Computers - software 1191.6 9.36% 0.00% 9.66% (Apr 2021) 5.36% (May 2020) 8.55 L 0.00
# HDFC Bank Ltd. Banks 1183 9.29% 0.00% 10.03% (Nov 2020) 7.76% (Jul 2020) 7.80 L 0.00
# Reliance Industries Ltd. Refineries/marketing 862.2 6.77% 0.00% 8.89% (Sep 2020) 6.56% (Jan 2021) 3.99 L -0.31 L
# Larsen & Toubro Ltd. Engineering, designing, construction 692.6 5.44% 0.00% 5.59% (Feb 2021) 4.14% (Sep 2020) 4.72 L 0.00
# State Bank Of India Banks 685.9 5.39% 0.00% 3.98% (Feb 2021) 0% (May 2020) 16.16 L 3.75 L
# Axis Bank Ltd. Banks 676.4 5.31% 0.00% 4.86% (Apr 2021) 0.79% (Jul 2020) 9.01 L 85.95 k
# Tata Consultancy Services Ltd. Computers - software 661.1 5.19% 0.00% 5.59% (Oct 2020) 0% (May 2020) 2.09 L 0.00
# Housing Development Finance Corporation Ltd. Housing finance 597.2 4.69% 0.00% 5.26% (Jun 2020) 3.05% (Jul 2020) 2.34 L 0.00
# HCL Technologies Limited Computers - software 549 4.31% 0.00% 5.08% (Oct 2020) 1.99% (May 2020) 5.81 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
Net Receivables Net Receivables 1.10%
TREPS TREPS 0.92%
Reverse Repo Reverse Repo 0.26%

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
Nippon India Focused Equity Fund - Growth 5 5239.44 7.56 4.63 30.09 81.69 14.23
Quant Focused Fund - Growth NA 22.88 2.60 17.56 33.13 77.07 17.30
Mirae Asset Focused Fund - Growth NA 6176.78 6.95 5.18 22.55 74.77 0.00
Franklin India Focused Equity Fund - Growth 3 7794.21 7.79 7.84 28.85 69.48 15.18
IIFL Focused Equity Fund - Growth 5 1823.28 7.86 4.82 19.93 66.67 20.42
Tata Focused Equity Fund - Regular Plan - Growth NA 1179.07 6.85 5.33 22.36 65.19 0.00
Principal Focused Multicap Fund - Growth 4 576.43 6.79 6.67 24.18 63.97 17.15
HDFC Focused 30 Fund - Growth 1 719.97 7.42 7.25 26.10 61.54 7.88
Kotak Focused Equity Fund - Regular Plan - Growth NA 1954.52 7.90 4.66 21.11 61.50 0.00
Union Focused Fund - Growth NA 203.43 7.34 3.68 20.90 60.96 0.00

More Funds from Sundaram Mutual Fund

Out of 60 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 2 is/are ranked 4 * , 6 is/are ranked 3 * , 4 is/are ranked 2 * , 2 is/are ranked 1 * , and 44 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Mid Cap Fund - Growth 1 6355.71 7.91 5.22 26.07 69.37 7.32
Sundaram Money Fund - Regular Plan - Growth 3 3089.56 0.27 0.83 1.59 3.26 5.46
Sundaram Diversified Equity - Growth 2 2344.62 7.07 4.77 20.64 63.17 8.13
Sundaram Equity Hybrid Fund - Growth 3 1750.44 6.13 5.66 17.21 44.09 12.18
Sundaram Large and Mid Cap Fund - Growth 3 1544.24 7.51 3.32 21.65 61.39 11.98
Sundaram Services Fund - Growth NA 1482.16 10.23 10.07 28.24 71.85 0.00
Sundaram Small Cap Fund - Growth 2 1402.94 10.21 16.96 37.84 105.26 9.38
Sundaram Rural and Consumption Fund - Growth 5 1307.14 9.23 4.90 13.78 47.42 7.63
Sundaram Select Focus - Growth 3 1273.18 6.14 3.55 16.84 50.49 12.88
Sundaram Ultra Short Term Fund - Regular Plan - Growth 2 1161.86 0.21 0.71 1.18 3.00 0.00

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