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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
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -6.0 | 76 |
| 3 mth | -8.7 | 81 |
| 6 mth | -3.0 | 76 |
| 1 year | -11.4 | 67 |
| 2 year | -2.8 | 63 |
| 3 year | 3.9 | 55 |
| 5 year | 3.5 | 24 |
# Moneycontrol Rank within 84 Large Cap Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 10.0 | - | - | - | - |
| 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 |
| 2008 | -30.3 | -9.1 | -2.8 | -21.7 | -52.5 |
| 2007 | -6.6 | 17.1 | 24.8 | 32.1 | 77.1 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -6.0 | -8.7 | -3.0 | -11.4 | -2.8 | 3.9 | 3.5 |
| Category avg | -4.5 | -5.2 | 1.7 | -6.9 | 0.4 | 6.0 | 2.0 |
| Difference of Fund returns and Category returns | -1.5 | -3.5 | -4.7 | -4.5 | -3.2 | -2.1 | 1.5 |
| Best of category | 0.2 | 1.7 | 9.5 | 0.3 | 8.4 | 15.5 | 12.5 |
| Worst of category | -8.8 | -8.7 | -4.1 | -16.6 | -14.7 | -9.6 | -2.0 |
| Benchmark returns # | -4.3 | -7.3 | 2.8 | -8.9 | -0.8 | 4.8 | 3.2 |
| Difference of Fund returns and Benchmark returns | -1.7 | -1.4 | -5.8 | -2.5 | -2.0 | -0.9 | 0.3 |
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 | S&P CNX NIFTY |
| Asset Size (Rs cr) | 688.57 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Srividhya Rajesh 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 |
| sundarammutual@sundarammutual.com | |
| Website | www.sundarammutual.com |
Peer Comparison
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Franklin India Bluechip (G) | Rank 2 |
4,516.35 | -6.9 | 0.5 | -5.6 | 12.0 | 7.4 |
| DSP-BR Top 100 Equity - IP (G) | Not Ranked |
139.06 | -6.2 | 4.0 | -4.5 | 11.7 | 5.6 |
| DSP-BR Top 100 Equity - RP (G) | Rank 2 |
3,109.35 | -6.3 | 3.8 | -4.9 | 11.2 | 8.0 |
| Fidelity Equity Fund (G) | Rank 1 |
3,401.12 | -6.0 | 0.1 | -7.8 | 13.3 | 6.5 |
| Kotak 50 (G) | Rank 3 |
828.44 | -6.3 | -0.4 | -7.7 | 7.8 | 4.6 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | - | 5.23 |
| Infosys | Technology | - | 4.40 |
| HDFC | Banking/Finance | - | 4.33 |
| United Spirits | Food & Beverage | - | 4.28 |
| Bharti Airtel | Telecom | - | 3.80 |
| Cairn India | Oil & Gas | - | 3.36 |
| Power Finance | Banking/Finance | - | 3.25 |
| PNB | Banking/Finance | - | 3.06 |
| Cipla | Pharmaceuticals | - | 3.03 |
| Tata Motors (D) | Automotive | - | 2.96 |
Sector Allocation (Apr 30, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 22.27 | 23.18 | 12.61 |
| Oil & Gas | 14.54 | 16.69 | 12.80 |
| Technology | 10.02 | 11.29 | 6.36 |
| Food & Beverage | 6.01 | 6.01 | 0.51 |
| Automotive | 5.93 | 6.81 | 3.91 |
| Engineering | 5.19 | 7.98 | 2.49 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 95.01 |
| Others | 0.00 |
| Debt | 0.04 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 4.93 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 22.04 |
| Top 10 | 37.70 |
| Sector | (%) |
|---|---|
| Top 3 | 46.83 |
News & Videos
News
Sundaram Select Focus Fund: Suited best for risk takers
Sundaram Select Focus Fund is an out-and-out Large cap fund which had consistently outperformed its ...
Mar 16, 2012 at 18:26 | Source: Moneycontrol.com
-
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
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Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
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