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SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > Sundaram Mutual Fund > Sundaram Select Focus - Direct Plan (D)

Sundaram Select Focus - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
14.940 0.1 (0.68%)

NAV as on 17 Jan, 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 Sep 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:
 
View Historic Graph From     To     

Returns (NAV as on 17 Jan, 2018)

Period Returns (%) Rank #
1 mth 3.4 96
3 mth 6.0 76
6 mth 9.3 70
1 year 35.7 22
2 year 21.4 72
3 year 8.9 90
5 year 15.1 101

# Moneycontrol Rank within 130 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.7 1.5 1.6 5.2 23.0
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 3.4 4.1 5.6 21.5 21.4 8.9 15.1
Category avg 3.1 5.5 9.2 29.1 21.5 10.2 14.6
Difference of Fund returns and Category returns 0.3 -1.4 -3.6 -7.6 -0.1 -1.3 0.5
Best of category 7.1 11.6 17.8 52.6 33.5 17.4 31.6
Worst of category -5.8 0.4 4.0 19.5 14.3 5.9 7.3
Benchmark returns # 3.8 5.4 8.8 28.5 21.1 8.1 12.3
Difference of Fund returns and Benchmark returns -0.4 -1.3 -3.2 -7.0 0.3 0.8 2.8
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) 11.76 (Dec-31-2017)
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 (%)
ICICI Pru Focused Bluechip Eqty (G) Rank 2
12,168.34 6.7 11.4 30.5 12.3 17.0
SBI Blue Chip Fund (G) Rank 2
12,532.35 5.7 8.6 27.8 13.4 18.3
ABSL Frontline Equity (G) Rank 2
14,933.74 4.9 8.3 28.4 11.8 17.3
SBI Blue Chip Fund - Direct (G) Rank 2
4,266.17 6.0 9.2 29.3 14.6 19.4
HDFC Top 200 Fund (G) Rank 3
13,365.71 8.9 9.6 29.8 10.6 15.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 47.12 8.27
ICICI Bank Banking/Finance 44.13 7.75
Reliance Oil & Gas 32.53 5.71
HDFC Banking/Finance 29.80 5.23
Kotak Mahindra Banking/Finance 25.83 4.53
ITC Tobacco 25.15 4.42
Maruti Suzuki Automotive 24.17 4.24
Larsen Engineering 20.12 3.53
Bharti Airtel Telecom 19.03 3.34
IndusInd Bank Banking/Finance 18.71 3.28

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 33.97 36.48 36.48
Oil & Gas 11.04 10.60 10.60
Automotive 10.75 9.33 9.33
Engineering 7.50 5.95 5.95
Tobacco 4.42 7.89 7.89
Technology 4.34 8.62 8.62

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 95.32
Others 3.12
Debt 0.00
Mutual Funds N.A
Money Market 3.56
Cash / Call -2.02

View All

Concentration

Holdings (%)
Top 5 31.49
Top 10 50.30
Sector (%)
Top 3 55.76

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