SENSEX NIFTY
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Sundaram Select Focus - Retail Plan (D)

PLAN: Retail OPTIONS: Dividend
13.438 0.06 (0.45%)

NAV as on 27 May, 2015

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) up from Rank 5 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 27 May, 2015)

Period Returns (%) Rank #
1 mth 0.1 125
3 mth -8.1 121
6 mth -3.2 116
1 year 12.1 118
2 year 18.3 108
3 year 18.2 54
5 year 8.9 57

# Moneycontrol Rank within 141 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.9 - - - -
2014 6.0 17.7 2.9 4.3 -
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

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 0.1 -8.1 -3.2 12.1 18.3 18.2 8.9
Category avg 1.5 -5.3 0.6 20.5 21.5 19.1 9.9
Difference of Fund returns and Category returns -1.4 -2.8 -3.8 -8.4 -3.2 -0.9 -1.0
Best of category 4.6 4.7 11.5 50.9 38.7 34.9 16.7
Worst of category -0.3 -10.9 -7.6 6.2 8.8 9.6 6.1
Benchmark returns # 1.5 -5.8 -1.9 13.9 17.1 18.7 10.7
Difference of Fund returns and Benchmark returns -1.4 -2.3 -1.3 -1.8 1.2 -0.5 -1.8
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) 413.79 (Mar-31-2015)
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 - Direct (G) Not Ranked
771.24 -6.6 -5.0 13.7 -- --
HDFC Top 200 Fund (G) Rank 5
13,213.39 -6.8 -5.3 13.0 21.3 12.9
Birla SL Frontline Equity (G) Rank 3
7,900.44 -5.5 1.4 23.2 26.9 15.4
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 -5.3 1.9 24.3 -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 -6.1 -0.7 21.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 26.70 6.97
Infosys Technology 26.03 6.79
ICICI Bank Banking/Finance 22.85 5.96
Axis Bank Banking/Finance 17.03 4.44
Sun Pharma Pharmaceuticals 16.49 4.30
Larsen Engineering 16.31 4.26
ITC Tobacco 15.96 4.16
SBI Banking/Finance 15.29 3.99
Tech Mahindra Technology 14.91 3.89
Reliance Oil & Gas 12.94 3.38

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 30.08 57.70 25.95
Technology 13.74 33.00 9.72
Automotive 8.57 16.58 6.17
Engineering 5.50 17.34 5.50
Oil & Gas 5.38 21.22 5.13
Pharmaceuticals 5.16 6.64 2.57

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 91.25
Others -2.22
Debt 0.00
Mutual Funds N.A
Money Market 4.55
Cash / Call 6.37

View All

Concentration

Holdings (%)
Top 5 28.46
Top 10 48.14
Sector (%)
Top 3 52.39

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