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Sundaram Select Focus - Retail Plan (G) SET SMS ALERT

116.588
0.09 (0.08%)
NAV as on Jul-23-2014

Fund Family Sundaram Mutual Fund

Fund Class Large Cap

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 Jul-23-2014)

Period Returns (%) Rank #
1 mth - 138
3 mth - 85
6 mth - 88
1 year - 89
2 year - 60
3 year - 62
5 year - 58

# Moneycontrol Rank within 157 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.0 17.7 - - -
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 -- -- -- -- -- -- --
Category avg 2.7 18.2 28.7 37.2 14.0 6.9 6.4
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 4.3 23.8 36.0 51.5 30.7 17.5 16.8
Worst of category 1.0 14.4 22.5 28.5 19.6 8.4 9.1
Benchmark returns # 3.3 15.4 25.0 30.7 23.6 11.3 11.4
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
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) 434.58 (Jun-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 3
11,265.42 0.0 0.0 -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 2
5,578.58 0.0 0.0 -- -- --
Birla SL Frontline Equity (G) Rank 2
4,803.24 18.6 31.1 42.7 16.2 16.2
Franklin India Bluechip (G) Rank 4
4,274.96 0.0 0.0 -- -- --
UTI Opportunities Fund (G) Rank 3
3,911.39 0.0 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
Larsen Engineering 32.07 7.38
ICICI Bank Banking/Finance 30.38 6.99
SBI Banking/Finance 29.16 6.71
HDFC Bank Banking/Finance 28.73 6.61
Reliance Oil & Gas 26.34 6.06
Axis Bank Banking/Finance 20.16 4.64
Infosys Technology 19.56 4.50
Tech Mahindra Technology 17.64 4.06
ONGC Oil & Gas 16.77 3.86
ITC Tobacco 15.34 3.53

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 33.10 33.10 24.61
Oil & Gas 12.13 13.89 9.73
Technology 9.72 20.54 9.72
Engineering 8.47 8.47 3.89
Automotive 7.62 10.26 4.98
Metals & Mining 7.21 7.21 0.71

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 97.30
Others 2.74
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call -0.02

View All

Concentration

Holdings (%)
Top 5 33.75
Top 10 54.34
Sector (%)
Top 3 54.95

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