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Sundaram Select Focus Fund - Institutional Plan Unrated

Value Research
0.46%
Change from previous, NAV as on Dec 12, 2019
Category: Equity: Large Cap
Assets: R 1,060 crore (As on Nov 30, 2019)
Expense: -
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Basic Details
Fund House: Sundaram Mutual Fund
Launch Date: Apr 15, 2008
Benchmark: NIFTY 50 Total Return
Riskometer: Moderately High
Risk Grade: -
Return Grade: -
Turnover: 91%
Type: Open-ended
Investment Details
Return since Launch: 10.25%
Minimum Investment (R) 10,000,000
Minimum Addl Investment (R) -
Minimum SIP Investment (R) 250
Minimum No of Cheques -
Minimum Withdrawal (R) -
Minimum Balance (R) 100,000
Exit Load (%) 1% for redemption within 365 days
Performance
  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 14.77 0.92 9.95 15.79 17.77 10.14 9.50
S&P BSE Sensex 50 TRI 11.30 0.28 9.09 12.70 15.68 9.65 10.61
Category 8.72 -0.37 7.88 10.34 13.35 8.49 9.77
As on Dec 12, 2019
Peer Comparison
Fund Rating Launch 1-Year Ret 3-Year Ret 5-Year Ret Expense Ratio (%) Assets
(Cr)
Sundaram Select Focus Fund - Institutional Plan Unrated Apr-2008 15.79 17.77 10.14 - 1,060
ICICI Prudential Bluechip Fund May-2008 9.86 12.27 9.06 1.80 24,635
JM Core 11 Fund Mar-2008 11.35 14.50 10.74 1.69 56
Mirae Asset Large Cap Fund - Regular Plan Apr-2008 12.21 15.11 11.80 1.68 16,519
Nippon India Large Cap Fund Aug-2007 6.43 12.57 8.64 1.82 13,010
Portfolio
Portfolio Aggregates
  Fund Benchmark* Category
Average Mkt Cap (Rs Cr) 209,309.33 - 212,070.52
Giant (%) 77.26 - 67.69
Large (%) 9.59 - 23.49
Mid (%) 13.15 - 8.40
Small (%) - - 1.33
Tiny (%) - - 0.00
  Value Research Fund Style
 
Top Holdings
  Company Sector PE 3Y High 3Y Low % Assets
  ICICI Bank Financial 67.88 9.73 5.21 9.48
  HDFC Bank Financial 29.67 9.99 8.03 9.36
  Reliance Industries Energy 23.82 8.90 3.25 8.81
  Larsen & Toubro Construction 19.25 7.99 0.00 7.11
  HDFC Financial 33.45 7.84 2.95 6.35
  Axis Bank Financial 47.35 6.95 0.00 6.02
  Kotak Mahindra Bank Financial 39.35 6.76 2.63 5.01
  SBI Life Insurance Company Financial 79.55 4.10 0.00 4.10
  Bharti Airtel Communication 0.00 4.05 0.00 4.05
  Infosys Technology 19.55 9.86 1.65 3.54
   Indicates an increase or decrease or no change in holding since last portfolio
 Indicates a new holding since last portfolio
As on Nov 30, 2019
Most Recent Dividends
  Plan Record Date Dividend
(R / Unit)
   
+ Dividend Aug 27, 2019 0.1948   More...
    May 16, 2019 0.2214    
    Feb 18, 2019 0.2214    
    Nov 15, 2018 0.2214    
    Aug 16, 2018 0.2214    
    May 23, 2018 0.2500    
    Mar 26, 2018 1.0000    
    Nov 16, 2017 0.2500    
    Aug 16, 2017 0.2500    
    May 11, 2017 0.5000    
    Feb 22, 2017 0.5000    
    Nov 17, 2016 0.5000    
    Aug 17, 2016 1.0000    
    Dec 10, 2010 2.0000    
News and Analysis
Contact Information

AMC: Sundaram Asset Management Company Ltd

Address: Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah Chennai - 600014 | Phone: 1860-425-7237

Email: [email protected]

Website: www.sundarammutual.com



Registrar & Transfer Agent: KFin Technologies Pvt Ltd.

Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034 | Phone: 040-23312454

Email: [email protected]

Website: www.karvymfs.com