SENSEX NIFTY
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Sundaram Select Focus - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
13.448 0.07 (0.52%)

NAV as on 28 Aug, 2015

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 28 Aug, 2015)

Period Returns (%) Rank #
1 mth -4.6 90
3 mth -2.0 35
6 mth -9.0 84
1 year 2.0 92
2 year 25.7 80
3 year - -
5 year - -

# Moneycontrol Rank within 132 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.1 -1.7 - - -
2014 6.2 17.9 3.1 4.5 -
2013 -8.0 1.9 -3.5 10.9 2.2

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 -4.6 -2.0 -9.0 2.0 25.7 -- --
Category avg -3.7 -2.9 -6.9 6.5 26.6 16.5 8.3
Difference of Fund returns and Category returns -0.9 0.9 -2.1 -4.5 -0.9 -- --
Best of category 1.9 4.9 3.5 22.5 46.8 31.3 14.2
Worst of category -7.6 -7.1 -13.2 -6.9 10.5 7.3 3.6
Benchmark returns # -4.0 -3.8 -10.1 0.6 23.0 14.5 8.1
Difference of Fund returns and Benchmark returns -0.6 1.8 1.1 1.4 2.7 -- --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark CNX NIFTY
Asset Size (Rs cr) 4.38 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager 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 - Direct (G) Not Ranked
911.48 -3.9 -9.1 0.6 -- --
HDFC Top 200 Fund (G) Rank 5
12,486.28 -4.1 -9.4 -- 19.1 9.8
ICICI Pru Focused. Blue -Direct (G) Not Ranked
948.46 -2.6 -7.3 7.0 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,941.44 -2.8 -7.8 6.1 20.6 13.1
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 -2.6 -7.3 7.0 21.7 14.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 32.31 8.09
HDFC Bank Banking/Finance 30.01 7.52
Reliance Oil & Gas 24.04 6.02
TCS Technology 21.34 5.35
ICICI Bank Banking/Finance 20.87 5.23
Larsen Engineering 17.91 4.49
SBI Banking/Finance 16.20 4.06
Axis Bank Banking/Finance 14.34 3.59
Coal India Metals & Mining 13.17 3.30
HDFC Banking/Finance 12.73 3.19

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 30.58 57.70 25.95
Technology 15.59 33.00 13.72
Oil & Gas 9.95 21.22 5.13
Automotive 8.65 16.58 7.14
Engineering 5.88 17.34 5.50
Cement 3.34 5.10 2.90

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 93.42
Others -1.58
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 8.18

View All

Concentration

Holdings (%)
Top 5 32.21
Top 10 50.84
Sector (%)
Top 3 56.12

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