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Sundaram Select Focus - Retail Plan (D)

PLAN: Retail Plan OPTIONS: Dividend
13.300 0.03 (0.24%)

NAV as on 19 Apr, 2018

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

Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 19 Apr, 2018)

Period Returns (%) Rank #
1 mth 4.4 100
3 mth -2.2 43
6 mth 4.1 60
1 year 18.3 28
2 year 13.3 49
3 year 5.3 65
5 year 14.8 100

# Moneycontrol Rank within 128 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.5 1.3 1.3 4.8 21.7
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

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 -3.2 -9.3 -5.1 2.0 13.3 5.3 14.8
Category avg 3.4 -2.7 3.2 15.2 17.0 8.9 15.6
Difference of Fund returns and Category returns -6.6 -6.6 -8.3 -13.2 -3.7 -3.6 -0.8
Best of category 7.7 2.0 10.1 29.6 28.6 15.9 34.1
Worst of category 1.7 -11.9 -10.7 2.7 10.1 4.1 8.6
Benchmark returns # 4.7 -3.0 4.1 16.1 15.5 7.7 12.6
Difference of Fund returns and Benchmark returns -7.9 -6.3 -9.2 -14.1 -2.2 -2.4 2.2
Sundaram Select Focus - Retail Plan (D) Review by Crisil - Rating: 4 (Rank 2 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) 654.03 (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 (%)
Kotak Select Focus Fund - Regular (G) Rank 1
13,158.76 -2.9 2.3 13.1 12.8 21.7
SBI Blue Chip Fund (G) Rank 3
13,264.78 -1.5 4.8 15.6 10.7 19.0
ABSL Frontline Equity (G) Rank 3
15,075.08 -4.0 1.4 12.8 9.6 17.7
ICICI Pru Focused Bluechip Eqty (G) Rank 2
12,639.52 -3.0 4.7 17.6 10.6 17.8
HDFC Top 200 Fund (G) Rank 3
13,199.36 -7.0 2.3 10.7 8.4 15.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 58.28 8.58
ICICI Bank Banking/Finance 55.80 8.21
Infosys Technology 50.53 7.44
HDFC Banking/Finance 46.49 6.84
Reliance Oil & Gas 38.66 5.69
ITC Tobacco 33.79 4.97
IndusInd Bank Banking/Finance 26.56 3.91
Larsen Engineering 25.10 3.69
HCL Tech Technology 23.54 3.46
Kotak Mahindra Banking/Finance 23.40 3.45

Full Portfolio

Sector Allocation (Feb 28, 18)

Sector %

1-Year

HighLow

Banking/Finance 32.86 0.00 0.00
Technology 10.90 0.00 0.00
Oil & Gas 9.06 0.00 0.00
Automotive 8.18 0.00 0.00
Engineering 8.12 0.00 0.00
Tobacco 4.97 0.00 0.00

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity 94.27
Others 1.04
Debt 0.00
Mutual Funds N.A
Money Market 4.16
Cash / Call 0.53

View All

Concentration

Holdings (%)
Top 5 36.76
Top 10 56.24
Sector (%)
Top 3 52.82

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