Sundaram Select Focus

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Fund Performance Analysis

Sundaram Select Focus Analysis

Sundaram Select Focus Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 23, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Sundaram Select Focus Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Sundaram Select Focus

Top Performing Funds in Focussed Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Franklin India Focused Equity Fund

4 The Franklin India Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Franklin India Focused Equity Fund performance snapshot section. 35.61% 20.15% -10.52% -11.57% 1.40 0.98 0.41

Hdfc Focused 30 Fund

2 The Hdfc Focused 30 Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Hdfc Focused 30 Fund performance snapshot section. 40.74% 27.36% -5.26% -14.60% 1.64 1.09 0.39

Icici Prudential Focused Equity Fund

1 The Icici Prudential Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has 17<sup>th</sup> KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Focused Equity Fund performance snapshot section. 42.59% 22.03% -9.93% -13.05% 1.26 0.76 0.38

Iifl Focused Equity Fund

3 The Iifl Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Iifl Focused Equity Fund performance snapshot section. 36.31% 19.83% -15.22% -14.79% 1.25 0.73 0.43

Sundaram Select Focus Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 23, 2024.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2023 KPIs: Key Performance Indicators

Sundaram Select Focus Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
% %
% %
% %
% %
% %
% %
% %

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Focussed Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Quant Focused Fund

0.97
1
1.75
1
9.90
1
24.49
1
33.46
2
55.84
2
25.43
2
23.83
1

Iifl Focused Equity Fund

0.72
2
0.73
11
4.39
14
12.27
16
17.79
16
36.31
12
19.83
8
23.44
2

Motilal Oswal Focused 25 Fund (Mof25)

0.64
3
1.35
3
0.53
23
6.81
23
12.09
23
27.90
23
10.42
18
14.97
12

Sundaram Focused Fund

0.62
4
1.39
2
4.62
10
12.17
17
15.49
19
34.25
17

Canara Robeco Focused Equity Fund

0.55
5
0.86
7
4.65
9
14.88
9
18.96
13
34.75
15

Mahindra Manulife Focused Equity Yojana

0.54
6
0.87
6
8.18
3
21.98
3
29.73
3
48.41
3
25.25
3

Jm Focused Fund

0.53
7
0.14
20
5.37
6
15.71
7
23.76
4
48.04
4
20.49
6
15.56
11

Axis Focused 25 Fund

0.49
8
0.49
18
4.42
13
10.13
21
14.51
21
26.85
24
7.18
19
12.98
13

Union Focused Fund

0.49
9
0.80
9
4.59
12
10.85
19
14.81
20
30.53
21
15.79
15

Hsbc Focused Equity Fund

0.35
10
0.55
16
4.60
11
13.72
12
21.01
8
39.88
8
18.25
10

Edelweiss Focused Equity Fund

0.32
11
0.70
12
3.99
17
15.65
8
19.19
11
36.55
11

Invesco India Focused 20 Equity Fund

0.27
12
0.54
17
8.74
2
23.03
2
35.36
1
58.01
1
21.57
5

Aditya Birla Sun Life Focused Equity Fund

0.27
13
0.81
8
5.34
7
16.05
5
19.88
10
35.45
14
16.95
11
16.95
7

Tata Focused Equity Fund

0.25
14
0.90
4
4.12
16
14.58
11
21.06
7
39.63
9
18.85
9

Kotak Focused Equity Fund

0.23
15
0.61
14
3.07
21
12.82
15
17.37
17
30.84
20
16.26
13

Dsp Focus Fund

0.19
16
-0.66
24
3.35
19
11.55
18
19.13
12
38.78
10
15.84
14
16.38
9

Hdfc Focused 30 Fund

0.18
17
0.79
10
5.19
8
15.80
6
22.50
6
40.74
7
27.36
1
20.93
3

Baroda Bnp Paribas Focused Fund

0.16
18
0.56
15
6.04
4
13.08
14
18.12
14
33.33
18

Uti Focused Equity Fund

0.15
19
0.36
19
3.24
20
10.48
20
16.41
18
34.73
16

Idfc Focused Equity Fund

0.14
20
-0.19
23
4.37
15
14.62
10
20.89
9
40.97
6
15.20
16
15.80
10

Franklin India Focused Equity Fund

0.09
21
0.88
5
3.92
18
13.55
13
17.84
15
35.61
13
20.15
7
19.80
5

Icici Prudential Focused Equity Fund

0.07
22
0.66
13
6.00
5
16.07
4
22.70
5
42.59
5
22.03
4
20.67
4

Nippon India Focused Equity Fund

-0.02
23
-0.05
21
1.24
22
7.09
22
12.82
22
32.66
19
16.71
12
18.92
6

Sbi Focused Equity Fund

-0.13
24
-0.10
22
0.44
24
5.09
24
10.16
24
29.87
22
14.72
17
16.94
8

Idbi Focused 30 Equity Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

2.51
19
4.92
19
9.37
21
6.90
12
14.96
9

Axis Focused 25 Fund

2.21
23
3.61
24
7.09
24
-2.86
19
11.69
12

Franklin India Focused Equity Fund

2.99
5
5.05
16
10.29
17
11.45
3
18.07
5

Dsp Focus Fund

3.23
3
7.38
3
14.18
2
1.89
18
11.39
13

Hdfc Focused 30 Fund

2.77
15
5.87
10
11.17
11
20.37
1
17.35
6

Icici Prudential Focused Equity Fund

3.10
4
5.97
8
12.56
4
10.47
5
18.77
4

Idfc Focused Equity Fund

2.80
13
5.94
9
11.83
8
4.47
16
12.90
10

Iifl Focused Equity Fund

2.98
6
5.84
11
12.30
5
8.44
9
20.78
2

Jm Core 11 Fund

3.55
1
7.79
2
15.14
1
9.03
7
8.44
14

Kotak Focused Equity Fund

2.37
22
4.66
21
8.69
23
7.40
10

Motilal Oswal Focused 25 Fund (Mof25)

2.09
24
5.01
17
9.18
22
3.71
17
12.89
11

Nippon India Focused Equity Fund

2.96
7
6.86
4
11.28
10
10.97
4
19.61
3

Quant Focused Fund

2.65
16
5.49
14
10.08
18
9.92
6
21.12
1

Sbi Focused Equity Fund

2.83
10
5.73
12
12.57
3
6.26
14
16.28
7

Tata Focused Equity Fund

2.88
9
6.47
7
9.94
20
8.65
8

Union Focused Fund

2.49
20
4.96
18
10.45
16
7.29
11

Hsbc Focused Equity Fund

2.83
11
6.86
5
11.80
9
6.62
13

Invesco India Focused 20 Equity Fund

3.39
2
8.43
1
12.16
7
5.54
15

Mahindra Manulife Focused Equity Yojana

2.57
18
6.49
6
10.66
14
12.27
2

Canara Robeco Focused Equity Fund

2.82
12
4.38
23
10.02
19

Uti Focused Equity Fund

2.80
14
5.61
13
12.17
6

Sundaram Focused Fund

2.61
17
4.81
20
10.72
13

Baroda Bnp Paribas Focused Fund

2.91
8
5.35
15
10.74
12

Edelweiss Focused Equity Fund

2.48
21
4.63
22
10.64
15

Idbi Focused 30 Equity Fund

15.25
8
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

2.59
21
5.17
19
9.87
21
7.91
13
16.00
9

Axis Focused 25 Fund

2.31
23
3.85
24
7.57
24
-1.78
19
13.02
12

Franklin India Focused Equity Fund

3.07
7
5.28
17
10.78
20
12.31
3
19.06
5

Dsp Focus Fund

3.32
3
7.66
3
14.78
2
2.98
18
12.60
13

Hdfc Focused 30 Fund

2.88
15
6.23
10
11.95
10
22.05
1
18.70
6

Icici Prudential Focused Equity Fund

3.22
4
6.29
8
13.24
3
11.87
5
20.19
4

Idfc Focused Equity Fund

2.93
12
6.28
9
12.54
8
5.89
16
14.45
10

Iifl Focused Equity Fund

3.08
5
6.11
11
12.87
7
9.65
9
22.23
2

Jm Core 11 Fund

3.63
1
8.03
2
15.64
1
10.00
8
9.82
14

Kotak Focused Equity Fund

2.50
22
5.05
22
9.51
23
9.10
10

Motilal Oswal Focused 25 Fund (Mof25)

2.18
24
5.31
16
9.81
22
4.96
17
14.28
11

Nippon India Focused Equity Fund

3.02
8
7.04
5
11.66
12
11.79
6
20.43
3

Quant Focused Fund

2.81
16
5.93
14
10.99
17
12.14
4
23.37
1

Sbi Focused Equity Fund

2.91
14
5.97
13
13.08
4
7.33
15
17.51
7

Tata Focused Equity Fund

3.00
9
6.88
7
10.79
19
10.53
7

Union Focused Fund

2.62
20
5.24
18
11.03
16
8.20
12

Hsbc Focused Equity Fund

2.93
11
7.18
4
12.46
9
8.40
11

Invesco India Focused 20 Equity Fund

3.46
2
8.86
1
12.94
6
7.33
14

Mahindra Manulife Focused Equity Yojana

2.71
17
6.94
6
11.62
13
14.78
2

Canara Robeco Focused Equity Fund

2.96
10
4.74
23
10.95
18

Uti Focused Equity Fund

2.93
13
5.99
12
13.00
5

Sundaram Focused Fund

2.71
18
5.10
21
11.31
15

Baroda Bnp Paribas Focused Fund

3.07
6
5.83
15
11.72
11

Edelweiss Focused Equity Fund

2.62
19
5.14
20
11.55
14

Idbi Focused 30 Equity Fund

16.31
8
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

-13.53
5
-12.04
9
-5.81
13
13.63
6
9.17
5

Baroda Bnp Paribas Focused Fund

Dsp Focus Fund

-16.84
15
-16.54
15
-8.37
16
14.08
9
9.34
7

Franklin India Focused Equity Fund

-11.57
1
-10.52
4
-4.07
3
16.05
16
9.92
13

Hdfc Focused 30 Fund

-14.60
9
-5.26
1
-2.86
1
14.62
12
9.56
9

Hsbc Focused Equity Fund

-15.45
13
-15.02
13
-5.03
12
15.24
13
10.23
15

Icici Prudential Focused Equity Fund

-13.05
3
-9.93
3
-4.13
5
13.90
7
9.35
8

Idbi Focused 30 Equity Fund

Idfc Focused Equity Fund

-14.12
6
-13.63
11
-4.93
11
12.41
2
8.33
1

Iifl Focused Equity Fund

-14.79
10
-15.22
14
-7.59
15
13.54
5
9.17
6

Invesco India Focused 20 Equity Fund

-16.52
14
-17.59
16
-9.05
17
13.49
4
9.80
12

Jm Focused Fund

-15.24
12
-13.36
10
-4.88
10
15.25
14
10.08
14

Kotak Focused Equity Fund

-14.24
7
-11.80
8
-4.73
9
13.01
3
8.71
3

Motilal Oswal Focused 25 Fund (Mof25)

-17.31
16
-14.03
12
-4.45
7
13.94
8
9.15
4

Quant Focused Fund

-17.37
17
-10.78
5
-3.74
2
15.69
15
10.68
17

Nippon India Focused Equity Fund

-14.82
11
-9.43
2
-4.59
8
16.87
17
10.54
16

Sbi Focused Equity Fund

-14.56
8
-18.45
17
-7.37
14
14.39
11
9.67
11

Sundaram Focused Fund

Tata Focused Equity Fund

-13.17
4
-11.00
6
-4.08
4
14.35
10
9.63
10

Union Focused Fund

-11.74
2
-11.64
7
-4.37
6
12.37
1
8.52
2

Axis Focused 25 Fund

-21.68
18
-22.93
18
-14.15
18
17.50
18
11.47
18
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

0.91
12
0.52
12
0.92
11
0.38
0.17
12 0.94 7
0.97
1
0.13
14
21.11
12
-0.98
10

Baroda Bnp Paribas Focused Fund

Dsp Focus Fund

0.75
15
0.42
15
0.69
15
0.42
-1.18
14 0.85 15
0.76
16
0.12
15
18.68
15
-4.50
15

Franklin India Focused Equity Fund

1.40
2
0.98
2
1.51
2
0.41
6.76
3 1.03 3
0.85
9
0.22
3
27.83
2
7.37
2

Hdfc Focused 30 Fund

1.64
1
1.09
1
2.13
1
0.39
11.08
2 0.91 10
0.80
15
0.26
1
32.01
1
8.89
1

Hsbc Focused Equity Fund

0.91
13
0.52
13
0.87
12
0.39
-1.42
15 1.02 4
0.94
2
0.14
13
20.70
14
-0.92
9

Icici Prudential Focused Equity Fund

1.26
3
0.76
4
1.29
4
0.38
3.66
5 0.92 8
0.92
5
0.19
5
26.55
4
1.92
7

Idbi Focused 30 Equity Fund

Idfc Focused Equity Fund

0.61
17
0.33
17
0.64
17
0.40
-3.68
17 0.78 17
0.83
13
0.10
16
17.39
16
-8.67
17

Iifl Focused Equity Fund

1.25
4
0.73
5
0.99
8
0.43
5.34
4 0.86 13
0.84
11
0.20
4
26.60
3
2.25
6

Invesco India Focused 20 Equity Fund

0.87
14
0.44
14
0.71
14
0.38
-0.76
13 0.85 14
0.83
14
0.14
12
20.81
13
-4.21
14

Jm Focused Fund

1.02
9
0.59
9
1.01
7
0.44
2.85
7 0.99 5
0.86
8
0.16
10
22.05
10
2.68
5

Kotak Focused Equity Fund

1.00
10
0.57
10
0.96
10
0.38
1.47
10 0.86 12
0.92
4
0.15
11
23.09
8
-1.55
11

Motilal Oswal Focused 25 Fund (Mof25)

0.61
16
0.35
16
0.67
16
0.39
-3.51
16 0.92 9
0.88
6
0.09
17
16.41
17
-5.14
16

Quant Focused Fund

1.15
6
0.67
6
1.26
5
0.36
12.71
1 0.70 18
0.38
18
0.26
2
23.04
9
7.28
3

Nippon India Focused Equity Fund

1.20
5
0.77
3
1.47
3
0.41
3.15
6 1.07 2
0.83
12
0.19
6
24.39
6
4.74
4

Sbi Focused Equity Fund

0.97
11
0.56
11
0.77
13
0.43
1.34
11 0.86 11
0.75
17
0.16
9
21.95
11
-1.80
12

Sundaram Focused Fund

Tata Focused Equity Fund

1.11
7
0.65
7
1.14
6
0.37
2.09
8 0.96 6
0.93
3
0.17
7
24.07
7
1.19
8

Union Focused Fund

1.08
8
0.61
8
0.98
9
0.36
1.99
9 0.80 16
0.88
7
0.17
8
24.58
5
-2.54
13

Axis Focused 25 Fund

0.29
18
0.18
18
0.38
18
0.39
-11.50
18 1.13 1
0.84
10
0.05
18
10.20
18
-8.83
18

Sundaram Select Focus Additional Return Analysis

Sundaram Select Focus Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 24/Jun/2002
Fund Category: Focussed Fund
Investment Objective: To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.
Fund Description: Focus Fund
Fund Benchmark: Nifty 50 Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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Small cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
 

Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

  1. Money market mutual funds invest in short-term, high-quality debt instruments, aiming to maintain a stable value.
  2. Advantages include safety and stability due to high-credit-rating investments, high liquidity with typically penalty-free withdrawals, diversification across various debt instruments, and modest interest earnings.
  3. Disadvantages encompass lower returns compared to riskier investments, lack of government insurance, vulnerability to inflation risk, management fees that can eat into returns, and the potential for negative yields in periods of extremely low or negative interest rates.