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Sundaram Select Focus - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
128.738 0.58 (0.45%)

NAV as on 25 Aug, 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 Jun 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 25 Aug, 2016)

Period Returns (%) Rank #
1 mth -0.4 110
3 mth 8.2 111
6 mth 20.5 114
1 year 6.1 117
2 year 4.0 112
3 year 17.2 103
5 year 10.6 58

# Moneycontrol Rank within 139 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

* 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 -0.4 8.2 20.5 6.1 4.0 17.2 10.6
Category avg 0.8 9.6 23.4 9.7 8.9 20.6 12.8
Difference of Fund returns and Category returns -1.2 -1.4 -2.9 -3.6 -4.9 -3.4 -2.2
Best of category 5.0 21.8 54.2 28.5 40.8 64.9 41.5
Worst of category -1.3 -7.7 -7.6 -16.7 -1.4 8.8 4.4
Benchmark returns # -0.2 6.2 21.9 10.0 4.1 16.1 12.5
Difference of Fund returns and Benchmark returns -0.2 2.0 -1.4 -3.9 -0.1 1.1 -1.9
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) 334.74 (Jun-30-2016)
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 (%)
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,820.49 11.3 27.8 12.8 21.8 16.5
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 11.6 28.4 14.0 23.0 17.5
Birla SL Frontline Equity (G) Rank 1
9,364.34 11.6 28.5 14.6 25.3 18.3
Birla SL Frontline Eqty-Direct (G) Not Ranked
2,084.56 11.9 29.1 15.7 26.4 --
HDFC Top 200 Fund (G) Rank 5
10,941.31 14.1 35.0 12.2 23.2 14.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 29, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 33.65 9.57
ITC Tobacco 27.56 7.84
Infosys Technology 22.55 6.41
ICICI Bank Banking/Finance 15.77 4.48
Reliance Oil & Gas 15.22 4.33
Larsen Engineering 14.81 4.21
Kotak Mahindra Banking/Finance 13.40 3.81
SBI Banking/Finance 12.78 3.63
TCS Technology 11.26 3.20
IOC Oil & Gas 10.89 3.10

Full Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 28.27 29.78 24.56
Technology 13.88 18.25 17.36
Oil & Gas 11.77 11.78 10.02
Tobacco 7.84 7.39 4.69
Automotive 6.81 5.99 5.74
Engineering 4.21 3.84 2.56

View All Sectors

Asset Allocation (%)(Jul 29, 16)

Equity 89.99
Others 2.28
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.75

View All

Concentration

Holdings (%)
Top 5 32.63
Top 10 50.58
Sector (%)
Top 3 53.92

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