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Sundaram Select Focus - Retail Plan (D)

PLAN: Retail Plan OPTIONS: Dividend
12.638 0.04 (0.28%)

NAV as on 05 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 Dec 2015) down from Rank 3 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 05 May, 2016)

Period Returns (%) Rank #
1 mth 0.7 120
3 mth 3.6 103
6 mth -4.5 115
1 year -3.8 95
2 year 9.0 104
3 year 10.3 99
5 year 6.4 55

# Moneycontrol Rank within 141 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 1.9 -3.6 10.8 2.6
2012 10.0 -3.4 8.3 3.8 21.6
2011 -7.7 -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 0.7 3.6 -4.5 -3.8 9.0 10.3 6.4
Category avg 1.8 4.1 -2.3 -1.7 12.4 12.6 8.0
Difference of Fund returns and Category returns -1.1 -0.5 -2.2 -2.1 -3.4 -2.3 -1.6
Best of category 5.2 7.9 4.4 15.5 31.4 27.0 17.3
Worst of category -0.4 -7.7 -9.2 -16.7 0.7 3.8 2.7
Benchmark returns # 1.7 3.3 -2.8 -7.1 7.5 9.0 7.2
Difference of Fund returns and Benchmark returns -1.0 0.3 -1.7 3.3 1.5 1.3 -0.8
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) 359.30 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.2.00 (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 7.7 -4.6 -5.4 11.9 8.3
Birla SL Frontline Equity (G) Rank 2
8,774.26 5.6 -1.1 -0.1 16.0 12.6
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 5.2 -2.2 -1.1 14.9 11.6
Franklin India Bluechip (G) Rank 3
5,169.98 5.7 -1.4 0.9 13.6 10.2
UTI Opportunities Fund (G) Rank 4
4,526.90 5.6 -4.2 -7.3 11.3 10.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 31.26 9.54
Infosys Technology 31.03 9.47
Reliance Oil & Gas 24.97 7.62
ITC Tobacco 22.97 7.01
TCS Technology 20.61 6.29
ICICI Bank Banking/Finance 17.76 5.42
SBI Banking/Finance 12.88 3.93
Kotak Mahindra Banking/Finance 11.47 3.50
Axis Bank Banking/Finance 9.40 2.87
Larsen Engineering 8.78 2.68

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 29.78 30.58 24.56
Technology 17.55 17.55 13.72
Oil & Gas 11.78 11.78 6.61
Tobacco 7.01 7.01 2.38
Automotive 5.99 8.65 5.74
Utilities 4.69 4.69 1.21

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 92.52
Others 1.06
Debt 2.28
Mutual Funds 2.94
Money Market 0.65
Cash / Call 0.58

View All

Concentration

Holdings (%)
Top 5 39.93
Top 10 58.33
Sector (%)
Top 3 59.11

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