SENSEX NIFTY
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Sundaram Select Focus - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
12.825 0 (0.02%)

NAV as on 24 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 Mar 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 24 May, 2016)

Period Returns (%) Rank #
1 mth -1.1 50
3 mth 9.5 100
6 mth -2.9 87
1 year -6.4 77
2 year 2.9 98
3 year 10.3 90
5 year - -

# Moneycontrol Rank within 133 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 0.3
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

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 -1.1 9.5 -2.9 -6.4 2.9 10.3 --
Category avg -1.2 10.4 -2.0 -5.0 7.1 12.1 8.5
Difference of Fund returns and Category returns 0.1 -0.9 -0.9 -1.4 -4.2 -1.8 --
Best of category 3.2 24.1 2.2 15.5 25.9 26.1 17.4
Worst of category -3.8 -7.7 -8.6 -17.2 -4.8 3.3 3.1
Benchmark returns # -1.4 10.4 -1.1 -7.4 2.6 9.0 7.5
Difference of Fund returns and Benchmark returns 0.3 -0.9 -1.8 1.0 0.3 1.3 --
# Benchmark Index: CNX NIFTY

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 CNX NIFTY
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 (%)
Birla SL Frontline Eqty-Direct (G) Not Ranked
1,400.59 13.3 0.7 -1.8 17.1 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 12.6 -2.2 -3.7 15.1 13.0
Birla SL Frontline Equity (G) Rank 2
8,774.26 13.0 0.2 -2.8 16.1 13.4
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 12.4 -2.6 -4.7 14.1 12.1
HDFC Top 200 Fund - Direct (G) Not Ranked
1,021.49 15.6 -5.0 -7.9 12.0 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 32.84 9.63
Infosys Technology 32.01 9.39
ITC Tobacco 23.65 6.93
TCS Technology 21.55 6.32
Reliance Oil & Gas 16.71 4.90
Kotak Mahindra Banking/Finance 12.59 3.69
ICICI Bank Banking/Finance 11.61 3.40
SBI Banking/Finance 10.40 3.05
Axis Bank Banking/Finance 10.39 3.05
Larsen Engineering 9.41 2.76

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 27.03 30.58 24.56
Technology 18.05 17.55 13.72
Oil & Gas 9.40 11.78 6.61
Tobacco 6.93 7.01 2.38
Automotive 6.31 8.65 5.74
Cons NonDurable 3.40 2.59 1.32

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 87.94
Others -2.77
Debt 1.98
Mutual Funds N.A
Money Market 0.00
Cash / Call 12.90

View All

Concentration

Holdings (%)
Top 5 37.17
Top 10 53.12
Sector (%)
Top 3 54.48

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