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Sundaram Select Focus - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
13.996 0.03 (0.24%)

NAV as on 22 May, 2018

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

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 22 May, 2018)

Period Returns (%) Rank #
1 mth -0.3 16
3 mth 3.4 12
6 mth 3.0 14
1 year 15.8 10
2 year 15.6 19
3 year 6.9 33
5 year 14.1 75

# Moneycontrol Rank within 119 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.7 1.6 1.6 5.3 23.3
2016 -3.4 5.5 -4.1 -9.6 -10.1
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

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 -0.3 -3.7 -4.1 4.3 15.6 6.9 14.1
Category avg -2.0 0.2 -0.6 9.7 16.8 8.9 14.3
Difference of Fund returns and Category returns 1.7 -3.9 -3.5 -5.4 -1.2 -2.0 -0.2
Best of category 0.6 5.6 4.5 24.2 27.9 15.5 31.1
Worst of category -5.1 -8.1 -22.0 -7.5 10.3 4.0 7.6
Benchmark returns # -0.5 1.5 1.9 11.6 16.7 7.6 11.6
Difference of Fund returns and Benchmark returns 0.2 -5.2 -6.0 -7.3 -1.1 -0.7 2.5
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Apr 15, 2008
Benchmark NIFTY 50
Asset Size (Rs cr) 0.01 (Mar-31-2018)
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 (%)
ABSL Frontline Eqty-Direct (G) Rank 3
4,905.24 0.7 -1.1 9.9 10.6 17.2
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 0.9 -0.2 13.6 11.6 17.2
ICICI Pru Focused. Blue -Direct (G) Rank 2
3,745.88 0.9 -0.2 13.5 11.6 17.1
SBI Blue Chip Fund (G) Rank 3
13,264.78 1.5 -0.5 10.0 10.2 17.1
SBI Blue Chip Fund - Direct (G) Rank 2
4,528.36 1.8 0.0 11.3 11.4 18.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 73.95 9.86
Infosys Technology 59.10 7.88
HDFC Banking/Finance 50.62 6.75
ICICI Bank Banking/Finance 41.86 5.58
Reliance Oil & Gas 39.01 5.20
IndusInd Bank Banking/Finance 37.59 5.01
ITC Tobacco 37.57 5.01
HCL Tech Technology 33.81 4.51
Larsen Engineering 26.67 3.56
Kotak Mahindra Banking/Finance 25.99 3.46

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 32.57 35.99 35.99
Technology 14.38 7.92 7.92
Engineering 8.65 8.05 8.05
Automotive 8.27 8.48 8.48
Oil & Gas 7.92 10.25 10.25
Tobacco 5.01 4.41 4.41

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 95.05
Others 0.63
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.32

View All

Concentration

Holdings (%)
Top 5 35.27
Top 10 56.82
Sector (%)
Top 3 55.60

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