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Sundaram Select Focus - Retail Plan (D)

PLAN: Retail Plan OPTIONS: Dividend
13.096 0 (0.01%)

NAV as on 21 Apr, 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 21 Apr, 2017)

Period Returns (%) Rank #
1 mth 2.2 28
3 mth 13.2 16
6 mth 9.1 12
1 year 19.0 63
2 year 4.2 104
3 year 12.2 111
5 year 12.4 59

# Moneycontrol Rank within 157 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 2.2 8.8 0.6 1.9 4.2 12.2 12.4
Category avg 1.9 9.4 4.7 16.9 6.9 14.2 12.1
Difference of Fund returns and Category returns 0.3 -0.6 -4.1 -15.0 -2.7 -2.0 0.3
Best of category 7.3 17.6 17.3 40.4 25.8 27.7 27.4
Worst of category -0.6 -7.7 -7.6 -16.7 -0.8 6.0 4.4
Benchmark returns # -- 8.7 4.9 15.3 4.3 10.2 11.9
Difference of Fund returns and Benchmark returns 2.2 0.1 -4.3 -13.4 -0.1 2.0 0.5
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) 420.86 (Mar-31-2017)
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 (%)
ICICI Pru Focused Bluechip Eqty (G) Rank 2
10,220.49 8.6 5.5 20.6 16.2 16.0
Birla SL Frontline Equity (G) Rank 2
11,877.82 10.3 5.1 21.4 17.7 18.2
HDFC Top 200 Fund (G) Rank 3
11,923.52 11.0 7.3 26.3 15.4 14.8
SBI Blue Chip Fund (G) Rank 1
8,582.51 10.3 3.8 18.0 20.3 19.5
Kotak Select Focus Fund - Regular (G) Rank 1
6,335.80 13.4 9.1 29.2 24.1 21.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 39.31 9.34
ITC Tobacco 34.01 8.08
Kotak Mahindra Banking/Finance 26.68 6.34
ICICI Bank Banking/Finance 25.71 6.11
Infosys Technology 25.08 5.96
Larsen Engineering 21.34 5.07
Reliance Oil & Gas 18.05 4.29
IOC Oil & Gas 17.51 4.16
Maruti Suzuki Automotive 15.40 3.66
HDFC Banking/Finance 12.42 2.95

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 33.57 27.56 27.56
Oil & Gas 9.89 10.02 10.02
Automotive 8.58 5.98 5.98
Technology 8.22 18.25 18.25
Tobacco 8.08 7.39 7.39
Engineering 7.28 3.84 3.84

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 95.53
Others 0.86
Debt 0.00
Mutual Funds 2.87
Money Market 0.00
Cash / Call 0.74

View All

Concentration

Holdings (%)
Top 5 35.83
Top 10 55.96
Sector (%)
Top 3 52.04

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