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Sundaram Select Focus - Retail Plan (D)

PLAN: Retail Plan OPTIONS: Dividend
13.792 0.04 (0.27%)

NAV as on 21 Jul, 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 Mar 2017) 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 21 Jul, 2017)

Period Returns (%) Rank #
1 mth 3.1 47
3 mth 9.4 22
6 mth 23.7 9
1 year 21.4 38
2 year 9.1 82
3 year 11.1 107
5 year 17.9 55

# Moneycontrol Rank within 134 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.5 1.3 - - -
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 3.1 5.3 14.6 0.1 9.1 11.1 17.9
Category avg 2.5 7.1 17.7 17.3 9.1 11.9 14.8
Difference of Fund returns and Category returns 0.6 -1.8 -3.1 -17.2 0.0 -0.8 3.1
Best of category 6.3 15.4 35.7 37.6 18.7 21.9 30.0
Worst of category -0.4 -7.7 -7.6 -16.7 5.1 5.4 4.4
Benchmark returns # 2.9 8.7 18.2 16.5 7.8 8.9 14.1
Difference of Fund returns and Benchmark returns 0.2 -3.4 -3.6 -16.4 1.3 2.2 3.8
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) 420.86 (Mar-31-2017)
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 (%)
ICICI Pru Focused Bluechip Eqty (G) Rank 2
10,220.49 9.1 18.5 20.0 13.4 18.4
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 9.4 19.0 21.1 14.5 19.5
Birla SL Frontline Equity (G) Rank 2
11,877.82 7.8 18.9 19.4 14.3 20.0
ICICI Pru Focused. Blue -Direct (G) Rank 2
2,213.03 9.4 19.1 21.1 14.5 --
SBI Blue Chip Fund (G) Rank 1
8,582.51 6.9 18.0 16.4 16.2 20.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 47.06 9.99
ITC Tobacco 40.76 8.65
Kotak Mahindra Banking/Finance 31.85 6.76
ICICI Bank Banking/Finance 30.19 6.41
Larsen Engineering 23.38 4.96
Maruti Suzuki Automotive 19.87 4.22
Reliance Oil & Gas 19.74 4.19
HDFC Banking/Finance 17.89 3.80
HUL Cons NonDurable 16.86 3.58
IOC Oil & Gas 16.80 3.57

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 33.99 0.00 0.00
Oil & Gas 10.73 0.00 0.00
Automotive 9.86 0.00 0.00
Tobacco 8.65 0.00 0.00
Engineering 7.55 0.00 0.00
Manufacturing 5.09 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 94.91
Others 1.61
Debt 0.00
Mutual Funds N.A
Money Market 2.69
Cash / Call 0.81

View All

Concentration

Holdings (%)
Top 5 36.77
Top 10 56.13
Sector (%)
Top 3 54.58

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