SENSEX NIFTY
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Sundaram Select Focus - Retail Plan (G)

PLAN: Retail OPTIONS: Growth
130.423 0.07 (0.06%)

NAV as on 04 Aug, 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

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Nov 1999) 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 04 Aug, 2015)

Period Returns (%) Rank #
1 mth 1.3 76
3 mth 4.8 58
6 mth -0.4 98
1 year 12.3 93
2 year 25.2 92
3 year 17.8 49
5 year 8.0 56

# Moneycontrol Rank within 132 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.9 -1.8 - - -
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 1.3 4.8 -0.4 12.3 25.2 17.8 8.0
Category avg 1.4 4.2 1.6 17.3 27.6 18.2 9.4
Difference of Fund returns and Category returns -0.1 0.6 -2.0 -5.0 -2.4 -0.4 -1.4
Best of category 5.6 8.7 10.1 39.3 47.4 32.1 15.7
Worst of category -1.0 -0.5 -6.6 3.9 11.1 8.4 5.4
Benchmark returns # -0.1 2.2 -2.4 10.8 22.4 17.3 9.3
Difference of Fund returns and Benchmark returns 1.4 2.6 2.0 1.5 2.8 0.5 -1.3
Sundaram Select Focus - Retail Plan (G) Review by Crisil - Rating: 3 (Rank 3 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) 384.91 (Jun-30-2015)
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 5
12,486.28 4.1 0.8 13.2 21.5 11.8
Birla SL Frontline Equity (G) Rank 2
8,071.38 4.7 2.0 20.6 25.7 14.5
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,941.44 4.4 1.4 17.9 23.1 14.4
UTI Opportunities Fund (G) Rank 4
4,899.36 1.4 -2.5 14.3 19.9 14.2
UTI Equity Fund (G) Rank 2
3,843.72 5.3 3.6 23.0 24.2 15.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 28.45 7.39
Infosys Technology 26.02 6.76
Reliance Oil & Gas 24.67 6.41
ICICI Bank Banking/Finance 20.98 5.45
TCS Technology 18.86 4.90
Larsen Engineering 17.59 4.57
SBI Banking/Finance 14.70 3.82
Axis Bank Banking/Finance 13.78 3.58
HDFC Banking/Finance 12.16 3.16
Bharti Airtel Telecom 9.32 2.42

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 28.44 57.70 25.95
Technology 13.72 33.00 13.72
Oil & Gas 9.27 21.22 5.13
Automotive 7.38 16.58 7.14
Engineering 5.84 17.34 5.50
Telecom 3.32 3.74 1.88

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 84.55
Others -0.38
Debt 0.00
Mutual Funds N.A
Money Market 12.89
Cash / Call 2.93

View All

Concentration

Holdings (%)
Top 5 30.91
Top 10 48.46
Sector (%)
Top 3 51.43

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