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Sundaram Select Focus - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
13.144 0.02 (0.17%)

NAV as on 29 Apr, 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 Dec 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 29 Apr, 2016)

Period Returns (%) Rank #
1 mth 1.1 117
3 mth 2.5 105
6 mth -3.8 110
1 year -3.6 89
2 year 10.4 100
3 year 11.6 94
5 year 6.6 51

# Moneycontrol Rank within 141 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 0.4
2014 6.0 17.9 3.1 4.5 35.0
2013 -7.4 1.8 -3.5 10.9 2.8
2012 10.2 -3.2 8.5 4.0 22.6
2011 -7.4 -3.7 -8.8 -5.1 -23.8

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 2.5 -3.8 -3.6 10.4 11.6 6.6
Category avg 2.1 3.4 -2.1 -1.8 13.2 13.2 7.8
Difference of Fund returns and Category returns -1.0 -0.9 -1.7 -1.8 -2.8 -1.6 -1.2
Best of category 6.5 7.3 4.0 15.5 32.2 27.6 17.0
Worst of category -1.4 -7.7 -8.6 -16.7 1.6 4.6 2.4
Benchmark returns # 3.3 3.8 -3.2 -4.7 8.1 10.0 6.4
Difference of Fund returns and Benchmark returns -2.2 -1.3 -0.6 1.1 2.3 1.6 0.2
# 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 Apr 15, 2008
Benchmark NIFTY 50
Asset Size (Rs cr) 0.01 (Dec-31-2015)
Minimum Investment Rs.10000000
Last Dividend Rs.0.02 (Dec-10-2010) View Dividend History
Bonus N.A.
Fund Manager Srividhya Rajesh / 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 (%)
HDFC Top 200 Fund (G) Rank 4
11,651.77 6.9 -3.3 -5.1 12.8 8.3
Birla SL Frontline Equity (G) Rank 2
8,774.26 4.5 -0.9 -- 16.9 12.4
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 4.7 -1.3 -0.8 15.6 11.2
Franklin India Bluechip (G) Rank 3
5,169.98 6.0 -0.5 2.1 14.5 10.2
UTI Opportunities Fund (G) Rank 4
4,526.90 4.9 -4.0 -7.0 12.3 10.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 30.35 9.63
HDFC Bank Banking/Finance 26.24 8.32
Reliance Oil & Gas 20.30 6.44
TCS Technology 18.50 5.87
ITC Tobacco 14.78 4.69
ICICI Bank Banking/Finance 13.11 4.16
SBI Banking/Finance 9.53 3.02
Coal India Metals & Mining 9.33 2.96
Larsen Engineering 8.07 2.56
Kotak Mahindra Banking/Finance 7.88 2.50

Full Portfolio

Sector Allocation (Feb 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 24.56 30.58 24.56
Technology 17.36 17.36 13.72
Oil & Gas 10.73 10.73 6.61
Automotive 5.74 8.65 5.74
Tobacco 4.69 4.69 2.38
Utilities 4.60 4.60 1.21

View All Sectors

Asset Allocation (%)(Feb 29, 16)

Equity 83.94
Others -0.12
Debt 2.11
Mutual Funds N.A
Money Market 10.51
Cash / Call 3.56

View All

Concentration

Holdings (%)
Top 5 34.95
Top 10 50.15
Sector (%)
Top 3 52.65

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