Sundaram Select Focus - Institutional Plan (G)

177.810
1.55 (0.87%)
Fund Family    Sundaram Mutual Fund
Fund Class     Large Cap
NAV as on Jun-19-2018

Scheme Profile - Sundaram Select Focus - Institutional Plan (G)

Fund Type Open-Ended
Investment Plan Growth
Asset Size (Rs cr) 750.2 Apr-30-2018
Minimum Investment 5000
Last Dividend N.A.
Bonus N.A.
Entry Load N.A.
Exit Load N.A.
Load Comments
Features
Fund Family : Sundaram Mutual Fund
Fund Manager : Rahul Baijal
Benchmark : S&P CNX Nifty
Launch Date : Apr 15, 2008
Regd. Office
Address
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
Performance
Returns (as on Jun 19, 18)
Period Returns (%) Rank #
1 mth 0.9 25
3 mth 5.9 20
6 mth 2.7 8
1 year 13.8 7
2 year 18.4 15
3 year 11.3 32
5 year 15.3 76
# Moneycontrol Rank within 117 Large Cap Schemes
* Returns over 1 year are Annualised
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
NAV Chart
52-week High 52-week Low
180.91 (Jan 23, 18) 153.95 (Jun 28, 17)
Asset Monitor (Rs in cr)
Portfolio Analysis
Sundaram Select Focus - Institutional Plan (G) (as on Apr 30, 2018)
EquitySectorValueAsset
HDFC BankBanking/Finance73.959.86
InfosysTechnology59.107.88
HDFCBanking/Finance50.626.75
ICICI BankBanking/Finance41.865.58
RelianceOil & Gas39.015.20
IndusInd BankBanking/Finance37.595.01
ITCTobacco37.575.01
HCL TechTechnology33.814.51
LarsenEngineering26.673.56
Kotak MahindraBanking/Finance25.993.46
Asset Allocation (%)
Equity 95.05
Others 0.63
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.32
Concentration
Holdings%
Top 535.27
Top 1056.82
Sector %
Top 3 55.60
Sector%1-Year
HighLow
Banking/Finance32.5735.9935.99
Technology14.387.927.92
Engineering8.658.058.05
Automotive8.278.488.48
Oil & Gas7.9210.2510.25
Tobacco5.014.414.41