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Sundaram Select Focus - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
169.962 0.63 (0.37%)

NAV as on 21 Feb, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.

67/100

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 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 21 Feb, 2018)

Period Returns (%) Rank #
1 mth -4.9 40
3 mth - 39
6 mth 5.6 63
1 year 22.1 11
2 year 22.0 53
3 year 7.5 69
5 year 13.9 93

# 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 0.3
2014 6.0 17.9 3.1 4.5 34.9
2013 -7.4 1.9 -3.5 10.9 2.9

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 -- 5.6 22.1 22.0 7.5 13.9
Category avg -5.4 -0.8 5.5 16.3 21.1 7.4 14.5
Difference of Fund returns and Category returns 0.5 -- 0.1 5.8 0.9 0.1 -0.6
Best of category -2.8 1.7 10.5 33.7 35.1 14.6 33.1
Worst of category -8.8 -14.1 -4.1 8.0 12.8 4.1 7.7
Benchmark returns # -5.3 0.4 6.3 16.3 19.8 5.8 12.2
Difference of Fund returns and Benchmark returns 0.4 -- -0.7 5.8 2.2 1.7 1.7
# 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 Apr 15, 2008
Benchmark NIFTY 50
Asset Size (Rs cr) 190.08 (Feb-02-2018)
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 (%)
ABSL Frontline Eqty-Direct (G) Rank 3
283.06 -1.3 3.7 15.3 9.4 18.0
HDFC Top 200 Fund - Direct (G) Rank 4
543.84 -2.2 6.9 15.8 8.9 16.1
SBI Blue Chip Fund (G) Rank 3
60.08 -1.8 4.0 14.4 9.2 17.7
HDFC Top 200 Fund (G) Rank 3
525.80 -2.4 6.5 15.0 8.2 15.4
ICICI Pru Focused Bluechip Eqty (G) Rank 2
12,168.34 -1.1 6.8 17.3 9.1 16.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 95.12
Others 1.79
Debt 0.00
Mutual Funds N.A
Money Market 6.48
Cash / Call -3.39

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Sector (%)
Top 3 N.A.

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