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SET SMS ALERT Relatively Weak performance in the category
The scheme is ranked 5 in Large Cap category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 6.4 | 35 |
| 3 mth | 3.4 | 49 |
| 6 mth | 7.7 | 49 |
| 1 year | 22.1 | 55 |
| 2 year | 3.5 | 62 |
| 3 year | 2.9 | 65 |
| 5 year | 1.7 | 49 |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -7.5 | - | - | - | - |
| 2012 | 10.0 | -3.4 | 8.3 | 3.8 | 21.6 |
| 2011 | -7.6 | -3.9 | -8.9 | -4.9 | -24.1 |
| 2010 | -3.3 | 0.4 | 16.5 | -3.4 | 11.2 |
| 2009 | -9.8 | 40.5 | 19.5 | -0.2 | 61.5 |
| 2008 | -30.3 | -9.1 | -2.8 | -21.7 | -52.5 |
* 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 | 6.4 | 3.4 | 7.7 | 22.1 | 3.5 | 2.9 | 1.7 |
| Category avg | 6.1 | 3.6 | 8.1 | 22.6 | 5.8 | 5.5 | 3.4 |
| Difference of Fund returns and Category returns | 0.3 | -0.2 | -0.4 | -0.5 | -2.3 | -2.6 | -1.7 |
| Best of category | 8.1 | 7.8 | 16.0 | 34.1 | 11.8 | 11.9 | 14.7 |
| Worst of category | 4.3 | -0.2 | -2.3 | 7.5 | -1.8 | -3.7 | -16.4 |
| Benchmark returns # | 8.8 | 4.9 | 11.1 | 27.0 | 6.7 | 6.9 | 3.9 |
| Difference of Fund returns and Benchmark returns | -2.4 | -1.5 | -3.4 | -4.9 | -3.2 | -4.0 | -2.2 |
Investment Objective
To achieve capital appreciation by investing in equity and equity related instruments of select stocks.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jul 19, 2002 |
| Benchmark | CNX NIFTY |
| Asset Size (Rs cr) | 550.76 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Srividhya Rajesh / J Venkatesan 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 | 3.9 | 10.6 | 26.1 | 8.0 | 10.3 |
| ICICI Pru Focused Bluechip Eqty (G) | Rank 2 |
4,290.51 | 3.9 | 9.0 | 25.9 | 10.9 | 13.7 |
| Franklin India Bluechip (G) | Rank 3 |
4,312.21 | 2.6 | 8.9 | 23.1 | 8.2 | 8.9 |
| L&T Equity Fund (G) | Rank 4 |
2,395.39 | 3.4 | 6.5 | 20.7 | 6.8 | 8.3 |
| DSP-BR Top 100 Equity - RP (G) | Rank 3 |
3,379.26 | 4.0 | 8.2 | 21.0 | 7.5 | 7.8 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 38.00 | 7.08 |
| Reliance | Oil & Gas | 37.35 | 6.96 |
| HDFC | Banking/Finance | 36.49 | 6.80 |
| ITC | Tobacco | 34.83 | 6.49 |
| Infosys | Technology | 30.05 | 5.60 |
| Larsen | Engineering | 24.96 | 4.65 |
| HDFC Bank | Banking/Finance | 22.92 | 4.27 |
| ONGC | Oil & Gas | 16.53 | 3.08 |
| SBI | Banking/Finance | 16.31 | 3.04 |
| Tech Mahindra | Technology | 15.83 | 2.95 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 30.93 | 38.15 | 21.79 |
| Technology | 14.42 | 17.93 | 8.77 |
| Oil & Gas | 12.54 | 13.61 | 4.86 |
| Automotive | 6.96 | 7.69 | 4.98 |
| Tobacco | 6.49 | 6.49 | 1.07 |
| Pharmaceuticals | 6.36 | 10.46 | 3.71 |
| Equity | 95.09 |
| Others | 0.00 |
| Debt | 0.05 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 4.84 |
| Holdings | (%) |
|---|---|
| Top 5 | 32.93 |
| Top 10 | 50.92 |
| Sector | (%) |
|---|---|
| Top 3 | 57.89 |
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