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Sundaram Balanced Fund - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
15.255 0.08 (0.49%)

NAV as on 25 May, 2015

CRISIL MF RANK

Not Ranked

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 : Balanced
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 25 May, 2015)

Period Returns (%) Rank #
1 mth 1.2 -
3 mth -1.8 -
6 mth 0.8 -
1 year 12.0 -
2 year 14.2 -
3 year 14.4 -
5 year - -

# Moneycontrol Rank within 49 Balanced Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.0 - - - -
2014 3.3 11.7 0.6 6.9 -
2013 -4.7 1.0 -1.4 8.5 4.7
2012 10.9 0.3 5.8 2.7 22.7
2011 0.5 0.4 -8.1 -4.7 -13.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Balanced)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.2 -1.8 0.8 12.0 14.2 14.4 --
Category avg 2.4 -0.8 2.9 19.7 20.0 16.0 9.8
Difference of Fund returns and Category returns -1.2 -1.0 -2.1 -7.7 -5.8 -1.6 --
Best of category 4.2 2.9 10.2 36.6 33.6 27.3 18.1
Worst of category 1.1 -17.0 -13.6 -2.1 6.9 10.4 8.1

Investment Info

Investment Objective

To generate capital appreciation and current income, through a judicious mix of investments in equities and ixed-income securities. The Scheme may invest up to 35% of the Net Assets in Overseas Securities.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Apr 15, 2008
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 0.05 (Mar-31-2015)
Minimum Investment Rs.10000000
Last Dividend Rs.1.50 (May-08-2009) View Dividend History
Bonus N.A.
Fund Manager Srividhya Rajesh / Shiv Chanani
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

Balanced Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Prudence Fund (G) Rank 3
8,014.30 -1.1 -0.8 17.3 21.3 15.0
HDFC Prudence Fund - Direct (G) Not Ranked
438.85 -0.9 -0.5 18.1 -- --
ICICI Pru Balanced Adv - Direct (G) Not Ranked
137.89 1.6 5.2 20.7 -- --
ICICI Pru Balanced Adv (G) Rank 4
5,340.17 1.3 4.6 19.7 20.9 15.9
HDFC Balanced Fund - Direct (G) Not Ranked
220.02 0.7 4.9 28.6 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 1.55 4.33
HDFC Bank Banking/Finance 1.38 3.86
Larsen Engineering 1.34 3.73
ICICI Bank Banking/Finance 1.32 3.69
Yes Bank Banking/Finance 1.13 3.16
Maruti Suzuki Automotive 1.12 3.11
Reliance Oil & Gas 1.08 3.00
Tata Motors Automotive 1.07 2.97
TCS Technology 0.99 2.74
Tech Mahindra Technology 0.87 2.42

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 19.74 46.26 19.74
Technology 9.49 23.18 9.49
Engineering 8.58 14.04 6.26
Automotive 6.08 11.72 5.34
Oil & Gas 4.61 9.98 4.13
Pharmaceuticals 2.48 9.38 2.48

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 64.72
Others 0.16
Debt 29.73
Mutual Funds N.A
Money Market 4.76
Cash / Call 0.59

View All

Concentration

Holdings (%)
Top 5 18.77
Top 10 33.01
Sector (%)
Top 3 37.81

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