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Sundaram Select Focus - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
118.199 0.43 (0.36%)

NAV as on 04 May, 2016

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 04 May, 2016)

Period Returns (%) Rank #
1 mth 0.5 120
3 mth 2.2 104
6 mth -4.5 110
1 year -6.2 89
2 year 9.6 98
3 year 10.7 94
5 year - -

# Moneycontrol Rank within 141 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.4 - - - -
2015 2.1 -1.7 -4.2 1.6 0.4
2014 6.2 18.0 3.1 4.5 35.3
2013 -8.0 1.9 -3.5 10.9 2.2

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 0.5 2.2 -4.5 -6.2 9.6 10.7 --
Category avg 1.8 3.0 -2.5 -4.3 12.4 12.5 8.2
Difference of Fund returns and Category returns -1.3 -0.8 -2.0 -1.9 -2.8 -1.8 --
Best of category 4.9 6.6 3.4 15.5 31.1 26.8 17.5
Worst of category -0.4 -7.7 -9.6 -16.7 0.5 3.6 2.8
Benchmark returns # -0.7 4.1 -4.1 -7.5 7.3 8.9 6.8
Difference of Fund returns and Benchmark returns 1.2 -1.9 -0.4 1.3 2.3 1.8 --
# 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 Jan 01, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 4.76 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager J Venkatesan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

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 (%)
HDFC Top 200 Fund (G) Rank 4
11,651.77 6.5 -4.6 -8.7 11.8 8.5
Birla SL Frontline Equity (G) Rank 2
8,774.26 4.2 -1.6 -3.1 15.9 12.9
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 3.6 -2.3 -4.1 14.8 11.8
Franklin India Bluechip (G) Rank 3
5,169.98 4.5 -1.8 -1.7 13.5 10.4
UTI Opportunities Fund (G) Rank 4
4,526.90 4.6 -4.2 -10.1 11.3 10.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.43 9.54
Infosys Technology 0.43 9.47
Reliance Oil & Gas 0.34 7.62
ITC Tobacco 0.32 7.01
TCS Technology 0.28 6.29
ICICI Bank Banking/Finance 0.24 5.42
SBI Banking/Finance 0.18 3.93
Kotak Mahindra Banking/Finance 0.16 3.50
Axis Bank Banking/Finance 0.13 2.87
Larsen Engineering 0.12 2.68

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 29.78 30.58 24.56
Technology 17.55 17.55 13.72
Oil & Gas 11.78 11.78 6.61
Tobacco 7.01 7.01 2.38
Automotive 5.99 8.65 5.74
Utilities 4.69 4.69 1.21

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 92.52
Others 1.06
Debt 2.28
Mutual Funds 2.94
Money Market 0.65
Cash / Call 0.58

View All

Concentration

Holdings (%)
Top 5 39.93
Top 10 58.33
Sector (%)
Top 3 59.11

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