SENSEX NIFTY
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Sundaram Select Focus - Retail Plan (D) SET SMS ALERT

12.925
0.1 (0.76%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014

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 Oct-22-2014)

Period Returns (%) Rank #
1 mth -0.8 120
3 mth 2.5 126
6 mth 19.4 109
1 year 32.2 108
2 year 18.3 56
3 year 14.6 63
5 year 7.7 63

# Moneycontrol Rank within 155 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 1.9 -3.6 10.8 2.6
2012 10.0 -3.4 8.3 3.8 21.6
2011 -7.7 -3.9 -8.9 -4.9 -24.1
2010 -18.2 0.4 16.5 -19.3 -21.5
2009 -9.8 40.5 19.3 -0.2 61.3

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 -0.8 2.5 19.4 32.2 18.3 14.6 7.7
Category avg -0.2 4.6 21.8 35.3 10.6 8.8 5.1
Difference of Fund returns and Category returns -0.6 -2.1 -2.4 -3.1 7.7 5.8 2.6
Best of category 1.6 12.1 46.7 67.3 27.9 24.3 16.9
Worst of category -6.0 -4.1 2.9 -64.6 8.9 8.0 3.8
Benchmark returns # -- 2.8 17.2 29.7 18.7 16.3 9.9
Difference of Fund returns and Benchmark returns -0.8 -0.3 2.2 2.5 -0.4 -1.7 -2.2
Sundaram Select Focus - Retail Plan (D) 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 Dividend
Launch date Jul 31, 2002
Benchmark CNX NIFTY
Asset Size (Rs cr) 443.36 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.2.00 (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
12,276.81 4.3 24.4 48.2 19.7 13.5
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 5.7 23.6 38.6 20.2 15.9
Birla SL Frontline Equity (G) Rank 2
6,054.47 4.6 23.3 40.4 22.3 14.4
Franklin India Bluechip (G) Rank 5
4,591.15 6.5 21.9 35.0 16.6 13.1
UTI Opportunities Fund (G) Rank 3
4,428.25 5.9 24.5 37.3 19.9 14.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 30.63 6.91
Infosys Technology 30.07 6.78
ITC Tobacco 24.13 5.44
Larsen Engineering 21.94 4.95
Tech Mahindra Technology 21.72 4.90
Reliance Oil & Gas 20.87 4.71
ICICI Bank Banking/Finance 17.97 4.05
ONGC Oil & Gas 17.17 3.87
HDFC Banking/Finance 15.87 3.58
SBI Banking/Finance 14.72 3.32

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 25.95 33.94 24.61
Technology 15.70 18.79 9.72
Oil & Gas 10.28 12.13 9.73
Automotive 7.14 10.26 4.98
Engineering 6.90 8.47 4.82
Tobacco 5.44 7.81 3.53

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 92.70
Others 5.56
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.73

View All

Concentration

Holdings (%)
Top 5 28.98
Top 10 48.51
Sector (%)
Top 3 51.93

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