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Sundaram Select Focus - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
121.925 0.48 (0.39%)

NAV as on 28 Jun, 2016

CRISIL MF RANK

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

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Mar 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 28 Jun, 2016)

Period Returns (%) Rank #
1 mth -0.3 82
3 mth 5.7 109
6 mth 0.6 103
1 year -3.0 100
2 year 2.6 108
3 year 12.2 96
5 year 7.4 52

# Moneycontrol Rank within 133 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
2011 -7.6 -3.9 -8.9 -4.9 -24.1

View where it stands within its peers

* Returns over 1 year are Annualised

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 5.7 0.6 -3.0 2.6 12.2 7.4
Category avg 0.2 7.0 1.9 -0.1 7.1 14.6 8.6
Difference of Fund returns and Category returns -0.5 -1.3 -1.3 -2.9 -4.5 -2.4 -1.2
Best of category 2.5 16.5 6.8 15.5 25.8 28.6 17.7
Worst of category -1.9 -7.7 -7.6 -16.7 -3.7 6.9 3.7
Benchmark returns # -0.6 6.7 2.6 -2.3 3.3 11.6 7.9
Difference of Fund returns and Benchmark returns 0.3 -1.0 -2.0 -0.7 -0.7 0.6 -0.5
Sundaram Select Focus - Retail Plan (G) Review by Crisil - Rating: 2 (Rank 4 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) 524.45 (Mar-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 Eqty-Direct (G) Not Ranked
1,591.61 8.8 5.0 3.0 20.0 --
HDFC Top 200 Fund (G) Rank 5
18,402.00 9.9 2.2 -1.0 15.7 9.4
ICICI Pru Focused. Blue -Direct (G) Not Ranked
1,441.30 9.8 3.8 3.2 18.6 --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
9,580.25 9.5 3.3 2.2 17.6 12.2
HDFC Top 200 Fund - Direct (G) Not Ranked
974.61 10.1 2.5 -0.3 16.5 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 34.28 9.91
Infosys Technology 31.84 9.21
ITC Tobacco 25.55 7.39
TCS Technology 19.27 5.57
Reliance Oil & Gas 16.28 4.71
Larsen Engineering 13.26 3.84
Kotak Mahindra Banking/Finance 13.10 3.79
ICICI Bank Banking/Finance 11.99 3.47
SBI Banking/Finance 11.27 3.26
Axis Bank Banking/Finance 10.30 2.98

Full Portfolio

Sector Allocation (May 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 27.56 30.58 24.56
Technology 18.25 18.25 13.72
Oil & Gas 10.02 11.78 9.27
Tobacco 7.39 7.39 2.38
Automotive 5.98 8.65 5.74
Engineering 3.84 5.88 2.56

View All Sectors

Asset Allocation (%)(May 31, 16)

Equity 88.77
Others 0.06
Debt 1.82
Mutual Funds N.A
Money Market 0.00
Cash / Call 9.34

View All

Concentration

Holdings (%)
Top 5 36.79
Top 10 54.13
Sector (%)
Top 3 55.83

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