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Sundaram Select Focus - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
166.228 1.07 (0.64%)

NAV as on 19 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

Average performance in the category

The scheme is ranked 3 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 consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 19 Feb, 2018)

Period Returns (%) Rank #
1 mth -4.9 37
3 mth 0.8 30
6 mth 4.9 61
1 year 23.0 14
2 year 22.0 53
3 year 7.3 70
5 year 13.5 94

# Moneycontrol Rank within 132 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 15.0 5.3 3.4 7.1 37.5
2016 -3.4 5.5 3.0 -5.8 0.5
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

* 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 -4.9 0.8 4.9 23.0 22.0 7.3 13.5
Category avg -5.4 -0.3 4.6 17.4 21.1 7.3 14.2
Difference of Fund returns and Category returns 0.5 1.1 0.3 5.6 0.9 0.0 -0.7
Best of category -2.7 2.1 9.8 35.2 34.9 14.8 31.7
Worst of category -8.7 -14.0 -5.1 9.5 12.9 4.0 7.4
Benchmark returns # -4.7 0.8 6.4 16.9 20.0 5.3 11.8
Difference of Fund returns and Benchmark returns -0.2 0.0 -1.5 6.1 2.0 2.0 1.7
Sundaram Select Focus - Direct 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 Jan 01, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 11.76 (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 (%)
ICICI Pru Focused Bluechip Eqty (G) Rank 2
12,168.34 -0.6 5.8 18.3 8.9 16.4
HDFC Top 200 Fund (G) Rank 3
13,365.71 -2.5 5.0 16.3 7.9 14.8
SBI Blue Chip Fund (G) Rank 3
12,532.35 -0.9 3.2 15.8 9.2 17.4
Kotak Select Focus Fund - Regular (G) Rank 1
11,726.23 -1.3 2.6 17.3 11.0 20.0
HDFC Top 200 Fund - Direct (G) Rank 4
2,135.90 -2.3 5.4 17.2 8.7 15.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 1.07 9.09
ICICI Bank Banking/Finance 0.93 7.87
Reliance Oil & Gas 0.70 5.92
HDFC Banking/Finance 0.64 5.43
Infosys Technology 0.49 4.19
ITC Tobacco 0.49 4.18
Kotak Mahindra Banking/Finance 0.45 3.85
Bharti Airtel Telecom 0.44 3.74
Maruti Suzuki Automotive 0.42 3.59
IndusInd Bank Banking/Finance 0.40 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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