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you are here: Moneycontrol Mutual Funds Large Cap Sundaram Mutual Fund Sundaram Select Focus - Retail Plan (G)

Sundaram Select Focus - Retail Plan (G)

Plan: Retail Plan | Option: Growth | Type : Open-Ended | AMFI Code: 101537
Fact Sheet Buy
169.842 1.10 ( 0.65 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Good performance in the category

The scheme is ranked 2 in Large Cap category by Crisil (for quarter ended Mar 2018 ) 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.

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month 2.3 40
3 Months 6.2 30
6 Months 2.3 23
1 Year 13.5 21
2 Years 17.6 25
3 Years 10.4 44
5 Years 15.4 87

# Moneycontrol Rank within 117 Large Cap Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -2.7 - - - -
2017 14.9 5.2 3.1 6.7 36.2
2016 -3.5 5.4 3.0 -5.9 0.3
2015 1.9 -1.8 -4.2 1.6 0.0
2014 6.0 17.7 2.9 4.3 34.3
2013 -7.5 1.8 -3.6 10.8 2.6

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 2.3 6.2 2.3 13.5 13.5 17.6 10.4
Category average 1.5 3.6 -1.2 8.7 14.6 10 16.1
Difference of Fund returns and Category returns 0.8 2.6 3.5 4.8 -1.1 7.6 -5.7
Best of Category 5 9.7 4.6 20.9 25.7 15.7 35.2
Worst of Category -0.1 -1.1 -22.9 -9.5 9.5 6.1 9.1
Benchmark returns # 2.7 7 3.1 12.4 14.9 9 14.1
Difference of Fund returns and Benchmark returns -0.4 -0.8 -0.8 1.1 -1.4 8.6 -3.7
# Benchmark Index: NIFTY 50

Investment Information

Investment Objective

To achieve capital appreciation through concentrated investments in equity and equity related instruments of large cap companies.

Registrars
Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan (G) 4,905.24 228.2 4.3 -1.8 8.3 11.1 19.0
SBI Blue Chip Fund - Direct Plan (G) 4,528.36 40.3 4.2 -0.9 9.6 11.8 20.3
Kotak Standard Multicap Fund - Direct Plan (G) 4,429.48 35 5.1 -1.0 9.6 14.6 23.0
ICICI Prudential Bluechip Fund (G) 12,639.52 40.2 4.3 -1.7 11.4 11.3 17.7
SBI Blue Chip Fund (G) 13,264.78 38.3 3.9 -1.5 8.4 10.6 19.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
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 38.73 5.44
IndusInd Bank Banking/Finance 37.32 5.06
Reliance Oil & Gas 41.68 4.87
HCL Tech Technology 32.42 4.23
Maruti Suzuki Automotive 28.64 3.77
Kotak Mahindra Banking/Finance 28.90 3.74
Asset Allocation (%) As on May 31, 2018
Equity 95.08
Others 1.36
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.56
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 32.44
Technology 16.51
Automotive 8.68
Engineering 8.06
Oil & Gas 7.00
Tobacco 5.44
Concentration As on May 31, 2018
Holdings %
Top 5 35.58
Top 10 95.08
Sectors %
Top 3 57.63
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