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Sundaram Select Focus - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
167.114 0.14 (0.08%)

NAV as on 18 Oct, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 18 Oct, 2017)

Period Returns (%) Rank #
1 mth -0.3 38
3 mth 4.3 81
6 mth 14.3 24
1 year 24.4 4
2 year 13.5 61
3 year 11.7 97
5 year 13.7 45

# Moneycontrol Rank within 137 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 15.0 5.3 3.4 - -
2016 -3.4 5.5 3.0 -5.8 0.5
2015 2.1 -1.7 -4.2 1.6 0.3
2014 6.0 17.9 3.1 4.5 34.9
2013 -7.4 1.9 -3.5 10.9 2.9
2012 10.2 -3.2 8.5 4.0 22.6

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.3 4.3 14.3 24.4 13.5 11.7 13.7
Category avg 0.4 3.2 10.5 17.4 12.5 12.1 13.8
Difference of Fund returns and Category returns -0.7 1.1 3.8 7.0 1.0 -0.4 -0.1
Best of category 1.4 10.3 23.0 36.7 27.7 21.5 26.8
Worst of category -2.6 -7.7 -7.6 -16.7 6.4 5.8 4.4
Benchmark returns # -- 2.5 11.5 17.2 10.7 8.8 12.3
Difference of Fund returns and Benchmark returns -0.3 1.8 2.8 7.2 2.8 2.9 1.4
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

To achieve capital appreciation by investing in equity and equity related instruments of select stocks.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 15, 2008
Benchmark NIFTY 50
Asset Size (Rs cr) 0.01 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Rahul Baijal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Blue Chip Fund (G) Rank 1
11,360.65 3.5 10.5 14.3 15.8 18.9
ICICI Pru Focused Bluechip Eqty (G) Rank 3
11,339.63 4.4 12.4 19.2 13.5 17.0
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 4.6 13.0 20.4 14.6 18.2
ICICI Pru Focused. Blue -Direct (G) Rank 2
2,868.73 4.7 13.0 20.4 14.6 --
HDFC Top 200 Fund (G) Rank 3
12,909.79 0.8 8.2 16.7 11.0 15.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 47.88 9.62
HDFC Banking/Finance 38.42 7.72
ICICI Bank Banking/Finance 29.44 5.91
Kotak Mahindra Banking/Finance 28.30 5.69
ITC Tobacco 26.31 5.29
Reliance Oil & Gas 24.95 5.01
Larsen Engineering 22.63 4.55
Maruti Suzuki Automotive 20.10 4.04
HUL Cons NonDurable 17.63 3.54
IndusInd Bank Banking/Finance 16.63 3.34

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 38.24 0.00 0.00
Oil & Gas 12.25 0.00 0.00
Automotive 9.80 0.00 0.00
Engineering 7.19 0.00 0.00
Tobacco 5.29 0.00 0.00
Cons NonDurable 3.54 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 91.75
Others 1.52
Debt 0.00
Mutual Funds N.A
Money Market 6.86
Cash / Call -0.14

View All

Concentration

Holdings (%)
Top 5 34.23
Top 10 54.71
Sector (%)
Top 3 60.29

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