SENSEX NIFTY
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Sundaram Select Focus - Retail Plan (D)

PLAN: Retail OPTIONS: Dividend
13.810 0.14 (1.03%)

NAV as on 01 Jul, 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 2015) 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 01 Jul, 2015)

Period Returns (%) Rank #
1 mth 3.7 23
3 mth -1.6 63
6 mth 1.0 95
1 year 8.5 111
2 year 22.2 99
3 year 17.3 51
5 year 8.8 55

# Moneycontrol Rank within 142 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 3.7 -1.6 1.0 8.5 22.2 17.3 8.8
Category avg 2.6 -1.8 2.5 14.5 24.3 17.7 9.3
Difference of Fund returns and Category returns 1.1 0.2 -1.5 -6.0 -2.1 -0.4 -0.5
Best of category 5.1 2.8 10.6 37.8 41.0 31.8 16.0
Worst of category 0.1 -6.8 -4.9 -0.2 12.0 8.7 5.4
Benchmark returns # 0.2 -1.6 2.0 10.7 19.7 17.0 10.0
Difference of Fund returns and Benchmark returns 3.5 0.0 -1.0 -2.2 2.5 0.3 -1.2
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) 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 (G) Rank 5
13,213.39 -1.8 -2.1 7.2 19.5 12.2
HDFC Top 200 Fund - Direct (G) Not Ranked
771.24 -1.7 -1.8 7.9 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 -0.4 4.1 18.6 -- --
Birla SL Frontline Equity (G) Rank 3
7,900.44 -0.6 3.6 17.5 25.2 15.0
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 -1.6 1.9 15.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 28.36 7.30
Infosys Technology 27.11 6.98
ICICI Bank Banking/Finance 21.89 5.63
Axis Bank Banking/Finance 17.56 4.52
Sun Pharma Pharmaceuticals 16.97 4.37
Larsen Engineering 16.54 4.26
SBI Banking/Finance 15.77 4.06
Reliance Oil & Gas 15.35 3.95
Tech Mahindra Technology 13.31 3.42
HDFC Banking/Finance 11.74 3.02

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 30.07 57.70 25.95
Technology 14.72 33.00 13.57
Automotive 7.66 16.58 6.17
Oil & Gas 6.61 21.22 5.13
Engineering 5.56 17.34 5.50
Pharmaceuticals 5.28 6.64 2.57

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 84.84
Others 9.90
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.29

View All

Concentration

Holdings (%)
Top 5 28.80
Top 10 47.51
Sector (%)
Top 3 52.45

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