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Sundaram Select Focus - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
178.440 0.63 (0.35%)

NAV as on 20 Jun, 2018

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2018) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 20 Jun, 2018)

Period Returns (%) Rank #
1 mth 1.3 47
3 mth 6.0 21
6 mth 3.0 17
1 year 14.4 9
2 year 18.2 16
3 year 11.4 34
5 year 16.0 75

# Moneycontrol Rank within 117 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.3 - - - -
2017 15.0 5.3 3.4 7.1 37.5
2016 -3.4 5.5 3.0 -5.8 0.5
2015 2.1 -1.7 -4.2 1.6 0.3
2014 6.0 17.9 3.1 4.5 34.9
2013 -7.4 1.9 -3.5 10.9 2.9

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 1.3 6.0 3.0 14.4 18.2 11.4 16.0
Category avg 0.8 4.2 -0.7 9.0 14.7 10.2 16.2
Difference of Fund returns and Category returns 0.5 1.8 3.7 5.4 3.5 1.2 -0.2
Best of category 4.0 9.0 4.7 19.6 25.6 16.4 35.3
Worst of category -1.4 -2.3 -22.3 -9.8 9.1 6.7 9.0
Benchmark returns # 2.4 6.4 3.1 11.6 14.3 8.8 13.8
Difference of Fund returns and Benchmark returns -1.1 -0.4 -0.1 2.8 3.9 2.6 2.2
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 15, 2008
Benchmark NIFTY 50
Asset Size (Rs cr) 0.01 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. 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 (%)
ABSL Frontline Eqty-Direct (G) Rank 3
4,905.24 3.8 -1.5 7.6 11.5 19.0
SBI Blue Chip Fund - Direct (G) Rank 2
4,528.36 3.7 -0.7 9.0 12.2 20.2
Kotak Standard Multicap Fund - D (G) Rank 2
4,429.48 4.4 -1.0 8.7 15.0 22.9
ICICI Pru Bluechip Fund (G) Rank 1
12,639.52 3.7 -1.4 10.5 11.7 17.7
SBI Blue Chip Fund (G) Rank 1
13,264.78 3.4 -1.2 7.7 10.9 19.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 73.93 9.65
Infosys Technology 65.62 8.57
HDFC Banking/Finance 49.27 6.43
ICICI Bank Banking/Finance 42.09 5.49
ITC Tobacco 41.68 5.44
IndusInd Bank Banking/Finance 38.73 5.06
Reliance Oil & Gas 37.32 4.87
HCL Tech Technology 32.42 4.23
Maruti Suzuki Automotive 28.90 3.77
Kotak Mahindra Banking/Finance 28.64 3.74

Full Portfolio

Sector Allocation (May 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 32.44 35.99 35.99
Technology 16.51 7.92 7.92
Automotive 8.68 8.48 8.48
Engineering 8.06 8.05 8.05
Oil & Gas 7.00 10.25 10.25
Tobacco 5.44 4.41 4.41

View All Sectors

Asset Allocation (%)(May 31, 18)

Equity 95.08
Others 1.36
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.56

View All

Concentration

Holdings (%)
Top 5 35.58
Top 10 57.25
Sector (%)
Top 3 57.63

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