SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > Sundaram Mutual Fund > Sundaram Select Focus - Retail Plan (G)

Sundaram Select Focus - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
126.242 0.53 (0.42%)

NAV as on 19 Jan, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Large Cap
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Large Cap category by Crisil (for quarter ended Sep 2016) down from Rank 4 last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 19 Jan, 2017)

Period Returns (%) Rank #
1 mth 4.7 75
3 mth -2.2 49
6 mth -0.7 113
1 year 10.0 124
2 year -1.2 129
3 year 11.2 118
5 year 9.9 61

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.5 - - - -
2015 1.9 -1.8 -4.2 1.6 -
2014 6.0 17.7 2.9 4.3 34.3
2013 -7.5 1.8 -3.6 10.8 2.6
2012 10.0 -3.4 8.3 3.8 21.6

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 4.7 -2.2 -0.7 10.0 -1.2 11.2 9.9
Category avg 4.0 -3.1 1.4 14.0 2.9 14.7 12.1
Difference of Fund returns and Category returns 0.7 0.9 -2.1 -4.0 -4.1 -3.5 -2.2
Best of category 10.1 9.8 17.3 34.8 27.6 52.8 44.0
Worst of category -0.4 -7.7 -7.6 -16.7 -1.6 6.0 4.4
Benchmark returns # 4.1 -2.6 -1.1 13.4 -0.7 10.2 10.9
Difference of Fund returns and Benchmark returns 0.6 0.4 0.4 -3.4 -0.5 1.0 -1.0
Sundaram Select Focus - Retail Plan (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# 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 Jul 19, 2002
Benchmark NIFTY 50
Asset Size (Rs cr) 416.26 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani
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 (%)
Birla SL Frontline Equity (G) Rank 2
10,960.17 -3.3 1.8 18.6 18.3 17.8
HDFC Top 200 Fund (G) Rank 4
11,411.66 -1.0 4.5 24.7 17.2 14.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
9,635.47 -1.4 2.2 19.5 16.6 15.9
SBI Blue Chip Fund (G) Rank 1
7,320.88 -4.8 0.4 15.7 20.2 19.3
Franklin India Bluechip (G) Rank 2
5,617.21 -2.0 -0.7 16.9 15.9 13.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 38.13 9.19
ITC Tobacco 36.97 8.90
Infosys Technology 24.39 5.87
Kotak Mahindra Banking/Finance 24.13 5.81
ICICI Bank Banking/Finance 23.63 5.69
Larsen Engineering 20.19 4.86
HDFC Banking/Finance 19.20 4.62
SBI Banking/Finance 18.39 4.43
Reliance Oil & Gas 16.35 3.94
Tata Motors Automotive 13.22 3.18

Full Portfolio

Sector Allocation (Nov 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 38.15 29.78 24.56
Automotive 10.01 5.99 5.74
Oil & Gas 9.55 11.78 10.02
Technology 9.16 18.25 17.36
Tobacco 8.90 7.39 4.69
Engineering 5.25 3.84 2.56

View All Sectors

Asset Allocation (%)(Nov 30, 16)

Equity 96.28
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 2.51
Cash / Call 1.18

View All

Concentration

Holdings (%)
Top 5 35.46
Top 10 56.49
Sector (%)
Top 3 57.71

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.