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Sundaram Select Focus - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
161.170 0.55 (0.34%)

NAV as on 20 Feb, 2018

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

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Benchmark Index:
 
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Returns (NAV as on 20 Feb, 2018)

Period Returns (%) Rank #
1 mth -5.4 64
3 mth -0.4 63
6 mth 3.8 76
1 year 20.7 22
2 year 21.0 71
3 year 6.7 89
5 year 12.8 105

# Moneycontrol Rank within 132 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.9 5.2 3.1 6.7 36.2
2016 -3.5 5.4 3.0 -5.9 0.3
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

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 -5.4 -0.4 3.8 20.7 21.0 6.7 12.8
Category avg -5.5 -0.7 4.5 16.6 21.1 7.4 14.2
Difference of Fund returns and Category returns 0.1 0.3 -0.7 4.1 -0.1 -0.7 -1.4
Best of category -2.9 1.5 10.1 34.4 34.8 14.6 31.7
Worst of category -8.6 -13.6 -5.0 8.6 12.8 4.1 7.4
Benchmark returns # -5.5 0.6 6.2 16.7 19.7 5.5 11.8
Difference of Fund returns and Benchmark returns 0.1 -1.0 -2.4 4.0 1.3 1.2 1.0
Sundaram Select Focus - Retail Plan (G) Review by Crisil - Rating: 4 (Rank 2 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) 549.18 (Dec-31-2017)
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 3
12,532.35 -1.4 3.0 14.8 9.2 17.3
ICICI Pru Focused Bluechip Eqty (G) Rank 2
12,168.34 -0.8 5.6 17.5 9.0 16.3
HDFC Top 200 Fund (G) Rank 3
13,365.71 -2.5 5.0 15.3 8.1 14.9
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 -0.3 6.3 19.5 10.0 17.5
ICICI Pru Focused. Blue -Direct (G) Rank 2
3,379.37 -0.3 6.3 19.5 10.0 17.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 49.92 9.09
ICICI Bank Banking/Finance 43.22 7.87
Reliance Oil & Gas 32.51 5.92
HDFC Banking/Finance 29.82 5.43
Infosys Technology 23.01 4.19
ITC Tobacco 22.96 4.18
Kotak Mahindra Banking/Finance 21.14 3.85
Bharti Airtel Telecom 20.54 3.74
Maruti Suzuki Automotive 19.72 3.59
IndusInd Bank Banking/Finance 18.67 3.40

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 34.37 0.00 0.00
Oil & Gas 10.85 0.00 0.00
Automotive 9.92 0.00 0.00
Engineering 7.58 0.00 0.00
Technology 6.64 0.00 0.00
Tobacco 4.18 0.00 0.00

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 96.25
Others 2.11
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.61

View All

Concentration

Holdings (%)
Top 5 32.50
Top 10 51.26
Sector (%)
Top 3 55.14

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