SIP-FOCUS-ONE SHEETER

Select Focus
gives you the
power to perform
Sundaram
Select Focus
An open-end equity scheme
Start an SIP today
SMARTEST WAY TO INVEST
Talk to your investment advisor or Call: 1800-103-7237
SMS: SFUND to 56767 Visit: www.sundarammutual.com
www.facebook.com/SundaramAMC
Select Focus invests in no more than
50 carefully picked stocks from a few
select themes. The themes and the
stocks keep changing, as and when
potential outperformers emerge.
Select Focus
Performance comparison with benchmark:
Sundaram
Fund / Benchmark
Returns
Select Focus
•
8.4
8.8
15.5
17.3
A concentrated large-cap fund with an impressive track record
Last 3 Years (%)
3.2
4.7
of close to twelve years.
Last 1 Year (%)
31/03/13 to 31/03/14
17.5
18.0
31/03/12 to 31/03/13(%)
3.3
7.3
31/03/11 to 31/03/12(%)
(9.6)
(9.2)
`98,259
`69,788
Portfolio of blue-chips with high liquidity and CNX Nifty as
Optimum vehicle to invest in the expanding large-cap universe.
•
Focused style that invests in a few themes and no more than
`10,000 invested at
launch is now worth
50 stocks.
•
SIP Performance: Value of `1000 a month invested in SIP
Top three sectors by allocation are Financial Services,
Energy and Automobiles (May 31, 2014).
Period
Investment
Select
Focus
Benchmark
(CNX Nifty)
Compounded annual return of 21.6% since launch
Since Inception
1,40,000
3,63,421
3,29,749
outperforming Nifty by 3.5 percentage points.
Last 10 years
1,20,000
2,13,304
2,16,181
A monthly SIP of `1,000 since launch – a total investment of
Last 7 years
84,000
1,06,814
1,15,259
Last 5 years
60,000
71,715
75,938
Last 3 years
36,000
42,125
43,445
dividend payout history). Dividend is on a face value of `10 per
Last 2 years
24,000
27,781
28,175
unit. After payment of dividend the NAV will fall to the extent
Last 1 years
12,000
13,541
13,509
`1,40,000 – is now worth `3.63 lakh.
•
18.1
Last 8 Years (%)
•
•
21.6
Last 5 Years (%)
benchmark.
•
Benchmark (CNX Nifty)
Since Inception (%)
An open-end equity scheme
•
Select Focus
Cumulative dividend paid-out 315% (`31.5 per unit in total)
since launch in July 2002. (Refer disclaimer for detailed
of payout.
Past performance may or may not be sustained in the future and may not necessarily serve as a
basis for comparison with other investments. The returns are calculated on CAGR basis since
inception of the scheme and for periods above one year as on March 31, 2014 and on an absolute basis
for one-year period for Regular Plan - Growth Option. SIP values are in rupees. Scheme launch: 31 July
2002. NAV as on March 31, 2014: `98.34. NAV as on March 31, 2013: `83.59. NAV as on March 31,
2012: `79.08. Scheme Benchmark Index: CNX Nifty. Fund Manager for Sundaram Select Focus is
Venkatesan J. Load and taxes are not considered for computation of returns. NAV per unit of the scheme
on the inception date was `10.
Source for performance & dividend information: Fact Sheet
Talk to your investment advisor or Call: 1800-103-7237
SMS: SFUND to 56767 Visit: www.sundarammutual.com
www.facebook.com/SundaramAMC
Performance details for other schemes managed by Mr. J. Venkatesan, i.e. Tax Saver, Growth Fund, Financial Services Opportunities, PSU Opportunities,
Rural India Fund, Entertainment Opportunities. The performance details are provided for ‘Regular Plan-Growth Option’ under these schemes.
Fund / Benchmark
Growth Fund
S&P BSE 200 Index
CNX Nifty
Tax Saver
S&P BSE 200 Index
CNX Nifty
PSU Opportunities*
S&P BSE PSU Index
CNX Nifty
Since Inception
Returns `10,000
31/03/13 to
31/03/14(%)
31/03/12 to
31/03/13(%)
31/03/11 to
31/03/12(%)
17.3
17.2
1.4
6.0
(7.8)
(9.3)
16.9
12.5
1,40,122
73,690
18.0
14.6
7.3
(9.2)
6.8
(3.0)
11.5
17.6
1,02,357
17.2
6.0
(9.3)
(12.2)
52,500
Entertainment Opportunities*
CNX Media Index
18.0
(0.4)
7.3
(9.2)
48,749
CNX Nifty
(10.6)
(11.9)
11.4
(2.8)
8,875
(2.0)
(11.4)
(18.4)
(9.8)
6,479
18.0
7.3
(9.2)
4.7
12,771
62,820
Fund / Benchmark
Financial Services Opportunities
CNX Banks Index
CNX Nifty
Since Inception
Returns `10,000
31/03/13 to
31/03/14(%)
31/03/12 to
31/03/13(%)
31/03/11 to
31/03/12(%)
8.6
12.1
3.0
11.3
(14.0)
(12.8)
12.9
14.5
18.0
14.5
7.3
17.4
(9.2)
6.5
15,066
(22.1)
7.0
14,794
20,195
21,915
9.9
32.4
(13.8)
0.6
10,382
7.3
5.0
(9.2)
6.0
14,662
Rural India Fund*
18.0
18.0
(2.4)
7.7
17,910
S&P BSE 500 Index
17.1
4.8
(9.1)
6.8
16,827
CNX Nifty
18.0
7.3
(9.2)
7.4
18,367
*jointly managed funds
Past performance may or may not be sustained in the future and may not necessarily serve as a basis for comparison with other investments. S.M.I.L.E Fund: Date of inception:
Feb 15, 2005. NAV as on 31/03/14: `34.48. NAV as on 31/03/13: `27.95. NAV as on 31/03/12: `28.50. Equity Multiplier: Date of inception: Feb 27, 2007. NAV as on 31/03/14 is `15.28. NAV as on 31/03/13: `13.19. NAV as on
31/03/12: `13.01. Energy Opportunities: Date of inception: Jan 01, 2008. NAV as on 31/03/14: `7.27. NAV as on 31/03/13: `6.62. NAV as on 31/03/12: `7.50. Capex Opportunities: Date of inception: Sept 29, 2005. NAV as on
31/03/14 is `17.12. NAV as on 31/03/13 is `14.99. NAV as on 31/03/12 is `18.57. Common for all Performance-related information: Returns are calculated on CAGR basis since inception of the scheme and for period above
one year as on March 31, 2014 and on an absolute basis for one-year period. Load and taxes are not considered for computation of returns. NAV per unit for all schemes on their respective inception dates was `10.
This product is suitable for investors who are seeking** l
long term capital growth l
Investment
in equity and equity related instruments of select stocks l High Risk (BROWN)
**Investors should consult their financial advisors if in doubt about whether the
product is suitable for them
Note: Risk may be represented as:
(BLUE) investors understand that their principal will be at low risk
(YELLOW) investors understand that their principal will be at medium risk
(BROWN) investors understand that their principal will be at high risk
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Fidelis-SM-17-6-2014

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