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Sundaram Select Focus - Retail Plan (D)

PLAN: Retail Plan OPTIONS: Dividend
12.770 0.08 (0.60%)

NAV as on 23 Mar, 2017

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 Dec 2016) 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:
 
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Returns (NAV as on 23 Mar, 2017)

Period Returns (%) Rank #
1 mth 2.7 9
3 mth 15.5 18
6 mth 4.8 22
1 year 18.3 92
2 year 3.9 108
3 year 13.2 113
5 year 11.3 59

# Moneycontrol Rank within 155 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.5 5.4 -4.4 -9.7 -10.6
2015 1.9 -1.8 -4.2 1.6 -
2014 6.0 17.7 2.9 4.3 34.3
2013 -7.5 1.9 -3.6 10.8 2.6
2012 10.0 -3.4 8.3 3.8 21.6

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 2.7 15.5 4.8 18.3 3.9 13.2 11.3
Category avg 1.6 12.2 2.6 18.0 5.3 15.0 11.9
Difference of Fund returns and Category returns 1.1 3.3 2.2 0.3 -1.4 -1.8 -0.6
Best of category 6.6 20.0 17.3 41.6 25.8 29.6 26.7
Worst of category -0.4 -7.7 -7.6 -16.7 -0.8 6.9 4.4
Benchmark returns # 1.6 13.8 2.9 17.8 3.1 11.3 11.5
Difference of Fund returns and Benchmark returns 1.1 1.7 1.9 0.5 0.8 1.9 -0.2
Sundaram Select Focus - Retail Plan (D) 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 Dividend
Launch date Jul 31, 2002
Benchmark NIFTY 50
Asset Size (Rs cr) 416.26 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend Rs.0.50 (Nov-17-2016) View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani
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 (%)
Birla SL Frontline Eqty-Direct (G) Rank 2
3,002.12 14.4 3.6 24.3 20.5 --
SBI Blue Chip Fund (G) Rank 1
7,320.88 13.5 1.3 19.3 21.1 19.6
HDFC Top 200 Fund (G) Rank 3
11,411.66 14.1 5.5 28.2 17.6 14.5
SBI Blue Chip Fund - Direct (G) Rank 1
2,201.20 13.8 1.9 20.7 22.3 --
HDFC Top 200 Fund - Direct (G) Rank 3
1,292.55 14.2 5.9 29.1 18.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 42.33 9.86
ITC Tobacco 34.28 7.99
ICICI Bank Banking/Finance 27.67 6.45
Kotak Mahindra Banking/Finance 27.50 6.41
Infosys Technology 26.77 6.24
Larsen Engineering 21.45 5.00
IOC Oil & Gas 19.85 4.62
Reliance Oil & Gas 18.23 4.25
Maruti Suzuki Automotive 17.19 4.00
HDFC Banking/Finance 13.04 3.04

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 34.86 29.78 27.56
Oil & Gas 9.95 11.78 10.02
Technology 9.22 18.25 17.55
Automotive 8.82 5.99 5.98
Tobacco 7.99 7.39 7.01
Manufacturing 6.54 0.00 0.00

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 93.34
Others 0.48
Debt 0.00
Mutual Funds N.A
Money Market 5.76
Cash / Call 0.44

View All

Concentration

Holdings (%)
Top 5 36.95
Top 10 57.86
Sector (%)
Top 3 54.03

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