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Average performance in the category
The scheme is ranked 3 in Large Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -5.5 | 63 |
| 3 mth | -7.4 | 69 |
| 6 mth | -0.5 | 64 |
| 1 year | -10.6 | 60 |
| 2 year | 1.1 | 35 |
| 3 year | 9.1 | 29 |
| 5 year | 4.0 | 19 |
# Moneycontrol Rank within 84 Large Cap Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 14.7 | - | - | - | - |
| 2011 | -7.4 | -0.2 | -12.0 | -5.9 | -24.6 |
| 2010 | -1.8 | 3.8 | 16.3 | -0.3 | 19.6 |
| 2009 | -10.6 | 48.5 | 19.0 | -0.2 | 69.9 |
| 2008 | -34.1 | -9.2 | -4.0 | -24.2 | -57.8 |
| 2007 | -10.0 | 19.8 | 20.0 | 32.9 | 67.7 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -5.5 | -7.4 | -0.5 | -10.6 | 1.1 | 9.1 | 4.0 |
| Category avg | -4.5 | -5.2 | 1.7 | -6.9 | 0.4 | 6.0 | 2.0 |
| Difference of Fund returns and Category returns | -1.0 | -2.2 | -2.2 | -3.7 | 0.7 | 3.1 | 2.0 |
| Best of category | 0.2 | 1.7 | 9.5 | 0.3 | 8.4 | 15.5 | 12.5 |
| Worst of category | -8.8 | -8.7 | -4.1 | -16.6 | -14.7 | -9.6 | -2.0 |
| Benchmark returns # | -4.3 | -7.3 | 2.8 | -8.9 | -0.8 | 4.8 | 3.2 |
| Difference of Fund returns and Benchmark returns | -1.2 | -0.1 | -3.3 | -1.7 | 1.9 | 4.3 | 0.8 |
Investment Info
Investment Objective
To achieve capital appreciation by investing in select stocks of companies. The leaders are identified as top 2/3 companies in any sector/sub-sector in terms of net revenue or total income.
Scheme details
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jun 18, 2004 |
| Benchmark | S&P CNX NIFTY |
| Asset Size (Rs cr) | 125.62 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | 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 |
| sundarammutual@sundarammutual.com | |
| Website | www.sundarammutual.com |
Peer Comparison
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Franklin India Bluechip (G) | Rank 2 |
4,516.35 | -6.9 | 0.5 | -5.6 | 12.0 | 7.4 |
| DSP-BR Top 100 Equity - IP (G) | Not Ranked |
139.06 | -6.2 | 4.0 | -4.5 | 11.7 | 5.6 |
| DSP-BR Top 100 Equity - RP (G) | Rank 2 |
3,109.35 | -6.3 | 3.8 | -4.9 | 11.2 | 8.0 |
| Fidelity Equity Fund (G) | Rank 1 |
3,401.12 | -6.0 | 0.1 | -7.8 | 13.3 | 6.5 |
| Kotak 50 (G) | Rank 3 |
828.44 | -6.3 | -0.4 | -7.7 | 7.8 | 4.6 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | - | 5.55 |
| Axis Bank | Banking/Finance | - | 4.55 |
| TCS | Technology | - | 4.15 |
| SBI | Banking/Finance | - | 4.09 |
| Bharti Airtel | Telecom | - | 4.01 |
| Cairn India | Oil & Gas | - | 3.97 |
| Infosys | Technology | - | 3.87 |
| Tata Motors (D) | Automotive | - | 3.27 |
| ONGC | Oil & Gas | - | 3.26 |
| Grasim | Conglomerates | - | 3.20 |
Sector Allocation (Apr 30, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 20.76 | 23.09 | 16.63 |
| Oil & Gas | 14.85 | 15.98 | 12.98 |
| Technology | 11.40 | 13.28 | 6.80 |
| Automotive | 9.47 | 9.47 | 4.69 |
| Engineering | 8.32 | 8.70 | 4.17 |
| Food & Beverage | 4.74 | 6.80 | 3.73 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 97.04 |
| Others | 0.00 |
| Debt | 0.07 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.89 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 22.35 |
| Top 10 | 39.92 |
| Sector | (%) |
|---|---|
| Top 3 | 47.01 |
News & Videos
News
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
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NAVs decline sharply on fall in markets
Equity diversified NAVs ended sharply lower with advance:decline ratio of 1:234 as the equity benchm ...
Oct 15, 2010 at 22:54 | Source: Moneycontrol.com
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Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Videos
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Oct 25, 2011
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