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Sundaram Select Focus - Institutional Plan (G) SET SMS ALERT

100.207
0.82 (0.81%)
NAV as on Apr-16-2014

Fund Family Sundaram Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Apr-16-2014)

Period Returns (%) Rank #
1 mth 2.0 143
3 mth 6.1 120
6 mth 10.4 80
1 year 17.1 86
2 year 10.0 61
3 year 4.0 58
5 year 14.6 41

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.0 - - - -
2013 -7.4 1.9 -3.5 10.9 2.9
2012 10.2 -3.2 8.5 4.0 22.6
2011 -7.5 -3.7 -8.7 -4.7 -23.5
2010 -3.1 0.6 16.7 -3.2 11.9
2009 -9.8 17.9 - -0.2 70.6

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 2.0 6.1 10.4 17.1 10.0 4.0 14.6
Category avg 4.2 7.3 10.4 17.1 6.5 3.1 6.4
Difference of Fund returns and Category returns -2.2 -1.2 0.0 0.0 3.5 0.9 8.2
Best of category 10.2 16.3 26.4 27.8 18.8 11.8 23.8
Worst of category 1.7 -67.4 -67.0 -65.8 6.1 1.7 9.1
Benchmark returns # 4.0 8.3 12.1 19.2 13.2 5.8 14.9
Difference of Fund returns and Benchmark returns -2.0 -2.2 -1.7 -2.1 -3.2 -1.8 -0.3
# 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 Apr 15, 2008
Benchmark CNX NIFTY
Asset Size (Rs cr) 18.32 (Dec-31-2013)
Minimum Investment Rs.10000000
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 4
10,309.58 12.1 18.5 19.6 6.8 19.9
ICICI Pru Focused Bluechip Eqty (G) Rank 2
4,570.93 7.4 10.7 21.8 8.9 21.3
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
9.91 7.6 11.2 22.9 9.8 22.3
ICICI Pru Focused. Blue -Direct (G) Not Ranked
123.74 7.5 11.2 22.7 -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
799.09 6.7 10.0 15.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology - 9.53
ITC Tobacco - 7.12
Reliance Oil & Gas - 6.58
HDFC Bank Banking/Finance - 6.35
ICICI Bank Banking/Finance - 6.33
HDFC Banking/Finance - 5.25
Larsen Engineering - 5.07
Tech Mahindra Technology - 4.48
TCS Technology - 4.18
Tata Motors Automotive - 3.64

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 25.77 32.58 25.06
Technology 20.21 20.54 14.42
Oil & Gas 10.73 13.89 11.50
Pharmaceuticals 8.03 8.69 6.17
Automotive 7.76 6.96 4.98
Tobacco 7.12 8.33 6.49

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 97.41
Others 1.46
Debt 0.06
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.05

View All

Concentration

Holdings (%)
Top 5 35.91
Top 10 58.53
Sector (%)
Top 3 56.71

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