SENSEX NIFTY
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Sundaram Select Focus - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
122.162 2.47 (2.06%)

NAV as on 18 Dec, 2014

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

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 18 Dec, 2014)

Period Returns (%) Rank #
1 mth -3.1 131
3 mth -0.1 130
6 mth 6.9 128
1 year 34.3 112
2 year 16.7 110
3 year 18.5 63
5 year 8.6 61

# Moneycontrol Rank within 148 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 1.8 -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
2009 -9.8 40.5 19.5 -0.2 61.5

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 -3.1 -0.1 6.9 34.3 16.7 18.5 8.6
Category avg -1.8 2.4 12.4 39.9 19.1 11.5 5.5
Difference of Fund returns and Category returns -1.3 -2.5 -5.5 -5.6 -2.4 7.0 3.1
Best of category 2.2 7.5 26.0 68.5 27.5 33.8 17.5
Worst of category -3.4 -3.0 2.2 16.8 8.1 10.4 4.1
Benchmark returns # -3.2 0.5 8.0 31.2 17.6 20.9 10.3
Difference of Fund returns and Benchmark returns 0.1 -0.6 -1.1 3.1 -0.9 -2.4 -1.7
Sundaram Select Focus - Retail Plan (G) 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 Growth
Launch date Jul 19, 2002
Benchmark CNX NIFTY
Asset Size (Rs cr) 443.36 (Sep-30-2014)
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 4
12,276.81 2.0 9.9 47.5 25.6 14.2
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 2.1 10.2 48.4 -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 2.8 13.1 42.0 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 2.6 12.7 41.0 24.6 16.5
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 2.8 13.1 42.1 25.7 17.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 32.41 7.13
HDFC Bank Banking/Finance 32.01 7.04
Larsen Engineering 24.83 5.46
ITC Tobacco 23.09 5.08
Reliance Oil & Gas 22.01 4.84
Tech Mahindra Technology 21.90 4.82
ICICI Bank Banking/Finance 20.33 4.47
TCS Technology 17.60 3.87
ONGC Oil & Gas 16.97 3.73
HDFC Banking/Finance 16.59 3.65

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 26.07 33.94 24.61
Technology 17.08 17.08 9.72
Oil & Gas 11.28 12.13 9.73
Engineering 8.40 8.47 5.77
Automotive 8.33 10.26 6.17
Tobacco 5.08 7.28 3.53

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 95.85
Others 4.13
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.00

View All

Concentration

Holdings (%)
Top 5 29.55
Top 10 50.09
Sector (%)
Top 3 54.43

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