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Sundaram Select Focus - Retail Plan (G)

74.455
0.16 (0.22%)
NAV as on May-25-2012

Fund Family Sundaram Mutual Fund

Fund Class Large Cap

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 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

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 -6.0 -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
# Benchmark Index: S&P 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 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
Email 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

Full Portfolio

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

View All Sectors

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

View All

Concentration

Holdings (%)
Top 5 22.04
Top 10 37.70
Sector (%)
Top 3 46.83

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