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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Large Cap
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.4 | 43 |
| 3 mth | -0.4 | 62 |
| 6 mth | -1.9 | 78 |
| 1 year | 8.1 | 78 |
| 2 year | 3.5 | 51 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -5.5 | - | - | - | - |
| 2012 | 8.2 | -1.6 | 5.7 | 1.0 | 14.2 |
| 2011 | - | -0.2 | 1.7 | -4.4 | -3.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.4 | -0.4 | -1.9 | 8.1 | 3.5 | -- | -- |
| Category avg | 1.0 | 1.3 | 3.4 | 18.2 | 4.8 | 6.0 | 3.5 |
| Difference of Fund returns and Category returns | -0.6 | -1.7 | -5.3 | -10.1 | -1.3 | -- | -- |
| Best of category | 7.2 | 6.4 | 11.0 | 30.0 | 11.0 | 13.0 | 14.0 |
| Worst of category | -0.9 | -2.7 | -6.5 | 4.4 | -2.1 | -3.9 | -15.5 |
| Benchmark returns # | 0.5 | -0.5 | -0.4 | 13.8 | 0.2 | 1.0 | 3.5 |
| Difference of Fund returns and Benchmark returns | -0.1 | 0.1 | -1.5 | -5.7 | 3.3 | -- | -- |
Investment Objective
Seek capital appreciation by investing in equity and equity-related instruments listed in India to the extent of at least 65% and in gold-ETF up to 35%.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | May 16, 2011 |
| Benchmark | CNX Midcap |
| Asset Size (Rs cr) | 118.89 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Srividhya Rajesh / Shiv Chanani View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 12 months from the date of allotment. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Top 200 Fund (G) | Rank 3 |
11,958.80 | 0.4 | 3.8 | 18.8 | 7.0 | 10.0 |
| ICICI Pru Focused Bluechip Eqty (G) | Rank 2 |
4,290.51 | 0.9 | 4.5 | 21.6 | 10.6 | 13.0 |
| Franklin India Bluechip (G) | Rank 3 |
4,312.21 | -0.3 | 3.7 | 18.6 | 7.9 | 9.1 |
| L&T Equity Fund (G) | Rank 4 |
2,395.39 | 1.3 | -0.7 | 16.6 | 6.5 | 8.7 |
| DSP-BR Top 100 Equity - RP (G) | Rank 3 |
3,379.26 | 0.3 | 1.6 | 15.0 | 6.7 | 7.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 7.86 | 7.18 |
| Reliance | Oil & Gas | 7.78 | 7.11 |
| HDFC | Banking/Finance | 7.27 | 6.64 |
| ITC | Tobacco | 6.36 | 5.81 |
| Infosys | Technology | 5.29 | 4.83 |
| HDFC Bank | Banking/Finance | 4.70 | 4.29 |
| Larsen | Engineering | 4.31 | 3.94 |
| Cipla | Pharmaceuticals | 3.49 | 3.19 |
| SBI | Banking/Finance | 3.42 | 3.12 |
| TCS | Technology | 3.21 | 2.93 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 23.32 | 28.90 | 19.15 |
| Technology | 11.35 | 13.98 | 6.33 |
| Oil & Gas | 9.24 | 14.18 | 6.56 |
| Automotive | 7.12 | 7.77 | 4.56 |
| Pharmaceuticals | 7.10 | 7.10 | 1.85 |
| Tobacco | 5.81 | 5.81 | 1.21 |
| Equity | 77.76 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | 16.34 |
| Money Market | 0.00 |
| Cash / Call | 5.90 |
| Holdings | (%) |
|---|---|
| Top 5 | 31.57 |
| Top 10 | 49.04 |
| Sector | (%) |
|---|---|
| Top 3 | 43.91 |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
NAVs end higher as markets gain
Equity diversified NAVs ended higher with advance:decline ratio of 252:2 as the Indian equity benchm ...
Sep 07, 2011 at 23:48 | Source: Moneycontrol.com
Equity diversified NAVs decline sharply with advance:decline ratio of 5:249 as the BSE benchmark Sen ...
Aug 09, 2011 at 22:46 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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