SENSEX NIFTY
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Sundaram Select Focus - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
13.561 0.16 (1.16%)

NAV as on 27 Apr, 2015

CRISIL MF RANK

Not Ranked

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 27 Apr, 2015)

Period Returns (%) Rank #
1 mth -3.6 39
3 mth -8.6 104
6 mth 2.7 99
1 year 24.7 98
2 year 19.8 93
3 year 15.9 47
5 year 8.4 49

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.1 - - - -
2014 6.0 17.9 3.1 4.5 -
2013 -7.4 1.8 -3.5 10.9 2.8
2012 10.2 -3.2 8.5 4.0 22.6
2011 -7.4 -3.7 -8.8 -5.1 -23.8
2010 - - -0.8 -16.9 -10.7

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 -3.6 -8.6 2.7 24.7 19.8 15.9 8.4
Category avg -4.0 -6.8 4.7 27.9 21.3 16.1 8.8
Difference of Fund returns and Category returns 0.4 -1.8 -2.0 -3.2 -1.5 -0.2 -0.4
Best of category -0.2 -0.6 18.0 56.0 38.0 30.1 15.7
Worst of category -7.7 -12.4 -2.2 5.3 9.5 7.7 3.3
Benchmark returns # -2.4 -7.1 3.2 22.5 18.5 16.7 9.7
Difference of Fund returns and Benchmark returns -1.2 -1.5 -0.5 2.2 1.3 -0.8 -1.3
# 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 Apr 15, 2008
Benchmark CNX NIFTY
Asset Size (Rs cr) 0.19 (Mar-31-2015)
Minimum Investment Rs.10000000
Last Dividend Rs.0.02 (Dec-10-2010) 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
33,395.81 -9.4 1.1 27.3 18.6 12.4
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,131.08 -7.9 3.1 29.2 20.6 14.8
Birla SL Frontline Equity (G) Rank 2
7,900.44 -6.6 7.1 33.5 23.9 14.1
UTI Opportunities Fund (G) Rank 3
8,195.25 -8.4 3.2 30.6 18.9 14.4
UTI Equity Fund (G) Rank 2
4,669.61 -7.3 4.9 35.1 21.7 15.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.00 9.25
Infosys Technology 0.00 7.47
Larsen Engineering 0.00 5.83
ICICI Bank Banking/Finance 0.00 5.47
Axis Bank Banking/Finance 0.00 4.64
ITC Tobacco 0.00 4.05
SBI Banking/Finance 0.00 3.80
Tech Mahindra Technology 0.00 3.80
Tata Motors Automotive 0.00 3.73
ING Vysya Bank Banking/Finance 0.00 3.65

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 36.56 57.70 24.61
Technology 13.84 33.00 9.72
Automotive 10.50 16.58 6.17
Engineering 7.84 17.34 5.77
Oil & Gas 5.13 21.22 5.13
Pharmaceuticals 4.29 6.64 2.57

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 96.57
Others 0.13
Debt 0.59
Mutual Funds 2.51
Money Market 0.32
Cash / Call -0.12

View All

Concentration

Holdings (%)
Top 5 32.66
Top 10 51.69
Sector (%)
Top 3 60.90

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