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Sundaram Select Focus - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
160.989 0.86 (0.53%)

NAV as on 13 Dec, 2017

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

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Sep 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 13 Dec, 2017)

Period Returns (%) Rank #
1 mth 1.0 26
3 mth 0.9 76
6 mth 7.9 43
1 year 31.9 19
2 year 17.2 70
3 year 9.5 91
5 year 12.8 54

# Moneycontrol Rank within 130 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.9 5.2 3.1 - -
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
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 1.0 0.9 7.9 31.9 17.2 9.5 12.8
Category avg 0.4 1.5 7.5 26.8 17.4 10.2 13.6
Difference of Fund returns and Category returns 0.6 -0.6 0.4 5.1 -0.2 -0.7 -0.8
Best of category 4.1 7.1 16.8 52.0 28.4 18.6 26.0
Worst of category -1.7 -3.5 1.6 16.1 10.7 4.9 6.4
Benchmark returns # -0.3 1.1 6.1 24.0 15.4 7.4 11.7
Difference of Fund returns and Benchmark returns 1.3 -0.2 1.8 7.9 1.8 2.1 1.1
Sundaram Select Focus - Retail Plan (G) Review by Crisil - Rating: 3 (Rank 3 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) 482.42 (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 (%)
ICICI Pru Focused. Blue -Direct (G) Rank 2
2,868.73 3.5 10.5 28.8 12.9 --
ABSL Frontline Eqty-Direct (G) Rank 2
4,519.20 0.1 6.9 26.8 12.5 --
SBI Blue Chip Fund (G) Rank 2
11,360.65 1.0 6.6 24.9 13.4 18.2
HDFC Top 200 Fund - Direct (G) Rank 3
2,032.66 2.6 7.8 26.4 10.5 --
SBI Blue Chip Fund - Direct (G) Rank 2
3,956.05 1.3 7.2 26.3 14.6 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 48.84 9.01
HDFC Banking/Finance 41.34 7.62
Reliance Oil & Gas 33.22 6.13
ICICI Bank Banking/Finance 31.78 5.86
Kotak Mahindra Banking/Finance 28.70 5.29
Larsen Engineering 24.35 4.49
Maruti Suzuki Automotive 23.08 4.26
ITC Tobacco 19.46 3.59
HUL Cons NonDurable 17.89 3.30
IndusInd Bank Banking/Finance 17.63 3.25

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 36.02 0.00 0.00
Oil & Gas 14.44 0.00 0.00
Automotive 9.84 0.00 0.00
Engineering 6.12 0.00 0.00
Tobacco 3.59 0.00 0.00
Utilities 3.32 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 94.38
Others 2.36
Debt 0.00
Mutual Funds N.A
Money Market 4.51
Cash / Call -1.22

View All

Concentration

Holdings (%)
Top 5 33.91
Top 10 52.80
Sector (%)
Top 3 60.30

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