SENSEX NIFTY
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Sundaram Select Focus - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
14.692 0.14 (0.97%)

NAV as on 27 Jan, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Large Cap
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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 27 Jan, 2015)

Period Returns (%) Rank #
1 mth 8.7 28
3 mth 12.5 90
6 mth 17.0 111
1 year 50.8 101
2 year 22.5 100
3 year - -
5 year - -

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.2 17.9 3.1 4.5 -
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 8.7 12.5 17.0 50.8 22.5 -- --
Category avg 7.7 12.5 18.9 53.6 23.8 20.6 11.6
Difference of Fund returns and Category returns 1.0 0.0 -1.9 -2.8 -1.3 -- --
Best of category 10.1 19.1 32.2 83.0 35.3 31.3 19.4
Worst of category 5.3 8.0 9.2 25.9 11.5 10.5 6.9
Benchmark returns # 8.1 11.5 15.0 45.2 21.1 19.6 12.9
Difference of Fund returns and Benchmark returns 0.6 1.0 2.0 5.6 1.4 -- --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark CNX NIFTY
Asset Size (Rs cr) 3.31 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager 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 4
12,907.28 11.4 19.3 64.1 24.5 16.5
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,469.08 11.7 19.9 57.0 25.2 18.4
Birla SL Frontline Equity (G) Rank 2
6,931.53 14.7 21.5 61.8 28.6 17.3
UTI Opportunities Fund (G) Rank 2
4,787.61 12.6 20.7 56.9 24.3 18.0
UTI Equity Fund (G) Rank 1
3,622.40 12.7 22.8 61.7 27.1 17.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 0.23 6.91
HDFC Bank Banking/Finance 0.22 6.71
Larsen Engineering 0.21 6.36
ICICI Bank Banking/Finance 0.20 5.93
ITC Tobacco 0.17 5.11
TCS Technology 0.14 4.20
SBI Banking/Finance 0.13 3.79
Tech Mahindra Technology 0.13 3.79
HDFC Banking/Finance 0.12 3.59
Axis Bank Banking/Finance 0.12 3.54

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 29.93 57.70 24.61
Technology 16.07 33.00 9.72
Automotive 9.51 16.58 6.17
Oil & Gas 9.41 21.22 9.41
Engineering 7.92 17.34 5.77
Tobacco 5.11 10.28 3.53

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 98.15
Others 0.27
Debt 0.00
Mutual Funds N.A
Money Market 2.20
Cash / Call -0.63

View All

Concentration

Holdings (%)
Top 5 31.02
Top 10 49.93
Sector (%)
Top 3 55.51

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