SENSEX NIFTY
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Sundaram Select Focus - Retail Plan (G)

PLAN: Retail OPTIONS: Growth
127.223 2.13 (1.70%)

NAV as on 30 Mar, 2015

CRISIL MF RANK

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

Relatively Weak performance in the category

The scheme is ranked 5 in Large Cap category by Crisil (for quarter ended Mar 2014) down from Rank 4 last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 30 Mar, 2015)

Period Returns (%) Rank #
1 mth -6.2 126
3 mth 2.2 103
6 mth 6.6 117
1 year 29.5 105
2 year 23.1 102
3 year 15.9 55
5 year 8.7 56

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.0 17.7 2.9 4.3 -
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

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 -6.2 2.2 6.6 29.5 23.1 15.9 8.7
Category avg -4.1 3.7 10.4 35.3 25.9 17.1 9.5
Difference of Fund returns and Category returns -2.1 -1.5 -3.8 -5.8 -2.8 -1.2 -0.8
Best of category 1.6 8.9 20.1 65.5 40.4 29.2 16.7
Worst of category -6.4 -1.8 3.0 15.4 12.6 8.4 4.5
Benchmark returns # -4.6 2.5 6.6 26.7 22.0 16.9 10.1
Difference of Fund returns and Benchmark returns -1.6 -0.3 0.0 2.8 1.1 -1.0 -1.4
Sundaram Select Focus - Retail Plan (G) Review by Crisil - Rating: 1 (Rank 5 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) 436.50 (Dec-31-2014)
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
12,907.28 -0.8 6.4 34.9 19.2 13.1
HDFC Top 200 Fund - Direct (G) Not Ranked
635.77 -0.6 6.7 35.7 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
446.03 4.3 13.4 41.9 -- --
Birla SL Frontline Equity (G) Rank 2
6,931.53 4.1 12.9 40.7 25.2 15.0
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 3.2 10.5 37.5 22.8 16.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 39.53 9.29
Infosys Technology 30.77 7.23
ICICI Bank Banking/Finance 23.88 5.61
Larsen Engineering 23.87 5.61
Axis Bank Banking/Finance 20.22 4.75
ITC Tobacco 17.89 4.20
Tech Mahindra Technology 17.18 4.04
Tata Motors Automotive 16.02 3.77
ING Vysya Bank Banking/Finance 15.51 3.65
SBI Banking/Finance 15.08 3.54

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 35.70 57.70 24.61
Technology 13.78 33.00 9.72
Automotive 11.38 16.58 6.17
Engineering 7.67 17.34 5.77
Oil & Gas 6.51 21.22 6.51
Tobacco 4.20 10.28 3.53

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 97.38
Others 1.64
Debt 0.00
Mutual Funds N.A
Money Market 1.85
Cash / Call -0.89

View All

Concentration

Holdings (%)
Top 5 32.49
Top 10 51.69
Sector (%)
Top 3 60.86

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