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Sundaram Growth Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
94.329 0.23 (0.24%)

NAV as on 12 Feb, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Sundaram India Leadership Fund has been merge with Sundaram Growth Fund with effective from July 11, 2012.
Benchmark Index:
 
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Returns (NAV as on 12 Feb, 2016)

Period Returns (%) Rank #
1 mth -7.5 40
3 mth -11.1 82
6 mth -21.0 120
1 year -30.3 120
2 year 1.7 118
3 year 0.4 116
5 year 0.9 61

# Moneycontrol Rank within 132 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.7 -7.0 -9.2 -14.1 -23.6
2014 5.8 15.8 3.2 4.6 32.8
2013 -10.7 1.3 -4.4 11.7 -1.1
2012 15.2 -3.2 8.8 4.5 29.3
2011 -9.5 -1.4 -11.5 -6.9 -27.6

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 -7.5 -11.1 -21.0 -30.3 1.7 0.4 0.9
Category avg -7.6 -9.6 -14.9 -15.6 12.6 8.9 6.4
Difference of Fund returns and Category returns 0.1 -1.5 -6.1 -14.7 -10.9 -8.5 -5.5
Best of category 1.9 4.9 2.1 15.5 32.6 20.7 15.2
Worst of category -12.3 -16.7 -21.1 -30.3 1.7 0.4 0.9
Benchmark returns # -8.3 -10.8 -16.4 -18.4 10.2 6.9 5.6
Difference of Fund returns and Benchmark returns 0.8 -0.3 -4.6 -11.9 -8.5 -6.5 -4.7
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equityrelated instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 24, 1997
Benchmark S&P BSE 200
Asset Size (Rs cr) 223.11 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.3.00 (May-15-2000) View Dividend History
Bonus N.A.
Fund Manager J Venkatesan
View performance of schemes managed by the Fund Manager
Notes Sundaram India Leadership Fund has been merge with Sundaram Growth Fund with effective from July 11, 2012.

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 4
11,651.77 -16.7 -21.1 -24.2 6.3 5.8
Birla SL Frontline Equity (G) Rank 2
8,774.26 -9.8 -15.4 -16.7 12.1 10.6
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 -11.2 -16.2 -18.0 10.6 9.7
Franklin India Bluechip (G) Rank 3
5,169.98 -10.3 -15.4 -14.3 9.1 8.2
UTI Opportunities Fund (G) Rank 4
4,526.90 -12.6 -18.8 -23.0 7.7 8.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 30, 15)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Oct 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 30, 15)

Equity 88.48
Others 0.04
Debt 11.41
Mutual Funds N.A
Money Market 0.24
Cash / Call -0.15

View All

Sector (%)
Top 3 N.A.

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