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

98.766
1.39 (1.43%)
NAV as on Apr-17-2014

Fund Family Sundaram Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 3.4 115
3 mth 6.9 94
6 mth 9.5 101
1 year 16.5 98
2 year 10.1 62
3 year 3.9 59
5 year 13.2 47

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.0 - - - -
2013 -7.5 1.8 -3.6 10.8 2.6
2012 10.0 -3.4 8.3 3.8 21.6
2011 -7.6 -3.9 -8.9 -4.9 -24.1
2010 -3.3 0.4 16.5 -3.4 11.2
2009 -9.8 40.5 19.5 -0.2 61.5

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 3.4 6.9 9.5 16.5 10.1 3.9 13.2
Category avg 4.2 7.3 10.4 17.1 6.5 3.1 6.4
Difference of Fund returns and Category returns -0.8 -0.4 -0.9 -0.6 3.6 0.8 6.8
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 -0.6 -1.4 -2.6 -2.7 -3.1 -1.9 -1.7
Sundaram Select Focus - Retail Plan (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# 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 Jul 19, 2002
Benchmark CNX NIFTY
Asset Size (Rs cr) 446.12 (Dec-31-2013)
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 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. Blue -Direct (G) Not Ranked
123.74 7.5 11.2 22.7 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
9.91 7.6 11.2 22.9 9.8 22.3
Franklin India Bluechip (G) Rank 3
4,158.46 6.5 9.6 14.3 6.2 17.9
* 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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