SENSEX NIFTY
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Sundaram Select Focus - Direct Plan (G) SET SMS ALERT

122.003
1.57 (1.30%)
NAV as on Sep-01-2014
NAV as on Sep-01-2014

Fund Family Sundaram Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) 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 Sep-01-2014)

Period Returns (%) Rank #
1 mth 5.2 77
3 mth 8.3 128
6 mth 32.1 89
1 year 51.4 69
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 155 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.2 18.0 - - -
2013 -8.0 1.9 -3.5 10.9 2.2

View where it stands within its peers

* Returns over 1 year are Annualised

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 5.2 8.3 32.1 51.4 -- -- --
Category avg 4.9 10.3 31.4 47.7 12.5 8.3 5.6
Difference of Fund returns and Category returns 0.3 -2.0 0.7 3.7 -- -- --
Best of category 8.4 27.1 57.8 84.2 35.2 23.0 18.9
Worst of category 2.6 4.5 -64.2 -60.0 12.2 8.0 3.7
Benchmark returns # 5.6 9.0 29.0 44.6 23.6 16.8 11.7
Difference of Fund returns and Benchmark returns -0.4 -0.7 3.1 6.8 -- -- --
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

To achieve capital appreciation by investing in equity and equity related instruments of select stocks.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX NIFTY
Asset Size (Rs cr) 2.26 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Srividhya Rajesh / J Venkatesan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

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 (%)
HDFC Top 200 Fund (G) Rank 3
11,265.42 9.1 42.9 67.5 19.8 15.9
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 9.3 43.3 68.5 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 10.7 33.8 52.1 21.0 18.0
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 10.9 34.3 53.3 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 10.9 34.3 53.4 22.0 18.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 32.70 7.45
HDFC Bank Banking/Finance 30.95 7.05
Infosys Technology 28.19 6.42
SBI Banking/Finance 27.63 6.29
Reliance Oil & Gas 26.91 6.13
Larsen Engineering 22.54 5.13
Axis Bank Banking/Finance 21.35 4.86
Tech Mahindra Technology 18.71 4.26
ITC Tobacco 17.80 4.05
ONGC Oil & Gas 16.56 3.77

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 33.94 33.94 24.61
Technology 13.57 18.95 9.72
Oil & Gas 11.35 12.40 9.73
Engineering 8.12 8.47 4.14
Automotive 6.17 10.26 4.98
Metals & Mining 5.62 7.21 0.71

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 95.77
Others 3.76
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.51

View All

Concentration

Holdings (%)
Top 5 33.34
Top 10 55.41
Sector (%)
Top 3 58.86

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