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Sundaram Select Focus - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
122.233 0.38 (0.31%)

NAV as on 30 May, 2016

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

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Mar 2016) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 30 May, 2016)

Period Returns (%) Rank #
1 mth 3.7 58
3 mth 8.7 106
6 mth 0.5 101
1 year -2.4 77
2 year 4.5 106
3 year 12.1 92
5 year 7.3 53

# Moneycontrol Rank within 133 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.5 - - - -
2015 1.9 -1.8 -4.2 1.6 -
2014 6.0 17.7 2.9 4.3 34.3
2013 -7.5 1.8 -3.6 10.8 2.6
2012 10.0 -3.4 8.3 3.8 21.6
2011 -7.6 -3.9 -8.9 -4.9 -24.1

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 3.7 8.7 0.5 -2.4 4.5 12.1 7.3
Category avg 3.2 9.8 1.4 -1.4 9.0 14.1 8.7
Difference of Fund returns and Category returns 0.5 -1.1 -0.9 -1.0 -4.5 -2.0 -1.4
Best of category 8.0 22.0 6.2 15.5 26.8 27.9 17.3
Worst of category -0.4 -7.7 -7.6 -16.7 -0.7 6.9 4.1
Benchmark returns # 4.8 17.1 3.1 -3.0 6.4 10.1 8.4
Difference of Fund returns and Benchmark returns -1.1 -8.4 -2.6 0.6 -1.9 2.0 -1.1
Sundaram Select Focus - Retail Plan (G) Review by Crisil - Rating: 2 (Rank 4 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 Growth
Launch date Jul 19, 2002
Benchmark NIFTY 50
Asset Size (Rs cr) 359.30 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. 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 (%)
Birla SL Frontline Eqty-Direct (G) Not Ranked
1,400.59 11.7 4.3 2.4 19.5 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 11.9 1.9 0.7 17.4 13.3
Birla SL Frontline Equity (G) Rank 2
8,774.26 11.4 3.7 1.4 18.4 13.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 11.7 1.5 -0.3 16.4 12.4
HDFC Top 200 Fund - Direct (G) Not Ranked
1,021.49 14.5 -0.2 -3.3 15.1 --
* 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 9.27
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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