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Sundaram Select Focus - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
14.333 0.02 (0.17%)

NAV as on 23 Oct, 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 Jun 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 23 Oct, 2017)

Period Returns (%) Rank #
1 mth 1.8 68
3 mth 3.6 41
6 mth 13.5 22
1 year 24.0 7
2 year 12.9 62
3 year 10.6 92
5 year - -

# Moneycontrol Rank within 137 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.7 1.5 1.6 - -
2016 -3.4 5.5 -4.2 -9.6 -10.3
2015 2.1 -1.7 -4.2 1.6 0.3
2014 6.2 17.9 3.1 4.5 35.2
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 1.8 3.6 13.5 24.0 12.9 10.6 --
Category avg 1.8 2.8 10.2 15.0 12.1 11.0 13.6
Difference of Fund returns and Category returns 0.0 0.8 3.3 9.0 0.8 -0.4 --
Best of category 4.3 9.1 20.5 35.2 27.9 19.7 26.9
Worst of category -0.4 -7.7 -7.6 -16.7 6.2 5.2 4.4
Benchmark returns # 3.2 2.2 10.5 16.9 10.8 8.3 12.3
Difference of Fund returns and Benchmark returns -1.4 1.4 3.0 7.1 2.1 2.3 --
Sundaram Select Focus - Direct Plan (D) 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 Dividend
Launch date Jan 01, 2013
Benchmark NIFTY 50
Asset Size (Rs cr) 9.62 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.50 (May-11-2017) 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 (%)
HDFC Top 200 Fund (G) Rank 3
12,909.79 -0.1 7.7 15.5 9.9 15.0
ABSL Frontline Equity (G) Rank 2
14,203.54 2.8 10.8 16.5 13.4 18.1
ICICI Pru Focused Bluechip Eqty (G) Rank 3
11,339.63 2.9 12.2 18.4 12.2 17.0
SBI Blue Chip Fund (G) Rank 1
11,360.65 2.4 9.5 13.6 14.5 18.7
Kotak Select Focus Fund - Regular (G) Rank 1
9,867.01 3.3 10.2 20.3 17.2 21.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 47.88 9.62
HDFC Banking/Finance 38.42 7.72
ICICI Bank Banking/Finance 29.44 5.91
Kotak Mahindra Banking/Finance 28.30 5.69
ITC Tobacco 26.31 5.29
Reliance Oil & Gas 24.95 5.01
Larsen Engineering 22.63 4.55
Maruti Suzuki Automotive 20.10 4.04
HUL Cons NonDurable 17.63 3.54
IndusInd Bank Banking/Finance 16.63 3.34

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 38.24 0.00 0.00
Oil & Gas 12.25 0.00 0.00
Automotive 9.80 0.00 0.00
Engineering 7.19 0.00 0.00
Tobacco 5.29 0.00 0.00
Cons NonDurable 3.54 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 91.75
Others 1.52
Debt 0.00
Mutual Funds N.A
Money Market 6.86
Cash / Call -0.14

View All

Concentration

Holdings (%)
Top 5 34.23
Top 10 54.71
Sector (%)
Top 3 60.29

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