SENSEX NIFTY
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Sundaram Select Focus - Retail Plan (D) SET SMS ALERT

12.585
0.05 (0.37%)
NAV as on Oct-17-2014
NAV as on Oct-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 (for quarter ended Mar 2014) rank unchanged from last quarter. 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 Oct-17-2014)

Period Returns (%) Rank #
1 mth -5.0 122
3 mth 0.2 126
6 mth 16.9 108
1 year 28.9 108
2 year 16.4 56
3 year 14.1 61
5 year 6.6 63

# Moneycontrol Rank within 155 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.0 17.7 2.9 - -
2013 -7.5 1.9 -3.6 10.8 2.6
2012 10.0 -3.4 8.3 3.8 21.6
2011 -7.7 -3.9 -8.9 -4.9 -24.1
2010 -18.2 0.4 16.5 -19.3 -21.5
2009 -9.8 40.5 19.3 -0.2 61.3

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 -5.0 0.2 16.9 28.9 16.4 14.1 6.6
Category avg -4.1 2.6 19.1 31.9 9.6 8.5 4.6
Difference of Fund returns and Category returns -0.9 -2.4 -2.2 -3.0 6.8 5.6 2.0
Best of category -0.5 12.1 45.4 70.5 25.8 23.1 16.0
Worst of category -7.4 -4.2 0.5 -64.6 7.6 7.8 1.3
Benchmark returns # -2.5 1.8 14.8 28.7 17.2 15.0 8.6
Difference of Fund returns and Benchmark returns -2.5 -1.6 2.1 0.2 -0.8 -0.9 -2.0
Sundaram Select Focus - Retail Plan (D) 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 Dividend
Launch date Jul 31, 2002
Benchmark CNX NIFTY
Asset Size (Rs cr) 434.58 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.2.00 (Dec-10-2010) 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 2.3 21.3 45.2 18.9 12.4
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 2.8 20.7 34.3 19.7 15.0
Birla SL Frontline Equity (G) Rank 2
4,803.24 2.2 19.9 36.6 21.5 13.2
UTI Opportunities Fund (G) Rank 3
3,911.39 3.5 20.7 33.5 18.9 13.3
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 3.7 21.1 34.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 34.60 7.72
HDFC Bank Banking/Finance 31.30 6.98
Infosys Technology 28.79 6.42
Reliance Oil & Gas 26.70 5.95
ITC Tobacco 23.09 5.15
Larsen Engineering 22.90 5.11
Axis Bank Banking/Finance 21.66 4.83
Tech Mahindra Technology 20.56 4.58
ONGC Oil & Gas 18.23 4.06
SBI Banking/Finance 17.22 3.84

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 32.24 33.94 24.61
Technology 13.85 18.79 9.72
Oil & Gas 11.25 12.13 9.73
Automotive 7.35 10.26 4.98
Engineering 6.94 8.47 4.82
Metals & Mining 6.63 7.21 2.29

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 96.19
Others 4.60
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call -0.80

View All

Concentration

Holdings (%)
Top 5 32.22
Top 10 54.64
Sector (%)
Top 3 57.34

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