Sundaram Select Focus Fund

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Sundaram Select Focus Fund Objective:

 

To achieve capital appreciation in medium to long term by investing in equity and equity related instruments of select stocks.

 

Fund Features

• A concentrated large-cap fund.

• The fund would be investing in a MAXIMUM of 35 stocks across sectors with the objective to deliver consistent and steady returns over time with limited volatility.

• The fund would have >80% of the corpus invested in well managed and established large cap companies (Top 100 companies).

• The fund would follow a bottom up approach in stockpicking based on in- house research and fund managers conviction and would generally be focussed around 3-4 themes.

• The investing style would have GARP (Growth at Reasonable Price) bias.

 

PORTFOLIO CONSTRUCTION - HIGH CONVICTION THEMES

 

#1 Discretionary Consumption

•Structural attractiveness due to higher incomes, improving consumption patterns and rising market penetration

•Key OW Calls: Autos (Maruti), Consumer goods (Voltas, Whirlpool), Retail banking (HDFC Bank, Kotak Bank, IndusInd Bank)

 

#2 Domestic Cyclical Recovery

•The Indian economy is expected to witness revival in economic growth which will augur well for cyclical stocks

•Key OW Calls: Corporate lenders (ICICI Bank), Select Industrials (L&T, Cummins)

 

#3 Government Reforms

•Key OW Calls: Oil marketing companies (IOC, BPCL), Beneficiaries of govt spending (L&T, Cummins)

 

#4 Weak Outlook on Exporters

•Key UW Calls: Metals ( China demand, protectionism, currency ), Pharma (US generic pricing concerns)

Performance:

Value Research - Data as on April 23, 2018 Equity Fund Category AAUM NAV Returns Rs. Crore Rs 1 Month 3 Month 6 Months 1 Year 2 Years 3 Years 5 Years 6 Years 7 Years 10 Years Since Launch Launch Date Sundaram Select Focus Fund - Regular Plan 685 167.39 5.41 -2.93 4.81 18.29 18.74 10.06 14.45 13.20 9.19 7.63 19.60 30-Jul-02

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