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Sundaram Equity Multiplier Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
33.216 0.22 (0.66%)

NAV as on 15 Dec, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) 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 15 Dec, 2017)

Period Returns (%) Rank #
1 mth 3.5 54
3 mth 6.0 68
6 mth 11.3 85
1 year 34.3 73
2 year 21.4 93
3 year 15.4 62
5 year - -

# Moneycontrol Rank within 259 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.5 3.4 2.6 - -
2016 -5.1 7.1 6.5 -3.0 7.4
2015 3.0 -0.5 -2.5 1.1 3.0
2014 3.8 25.5 3.9 10.5 49.8
2013 -14.0 -2.3 -4.1 15.8 -3.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.5 6.0 11.3 34.3 21.4 15.4 --
Category avg 2.5 4.2 9.3 26.7 17.4 10.5 10.0
Difference of Fund returns and Category returns 1.0 1.8 2.0 7.6 4.0 4.9 --
Best of category 7.5 16.9 21.3 53.7 34.2 23.9 27.0
Worst of category -8.8 -7.7 -11.5 -7.6 -0.1 2.8 1.4
Benchmark returns # 2.7 3.7 9.7 31.9 19.1 11.4 14.4
Difference of Fund returns and Benchmark returns 0.8 2.3 1.6 2.4 2.3 4.0 --
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark NIFTY 500
Asset Size (Rs cr) 4.50 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,952.41 3.9 9.4 28.4 14.1 --
HDFC Equity Fund - Direct (G) Rank 3
5,313.63 5.4 11.0 32.3 12.2 --
Reliance Equity Oppor -Direct (G) Rank 5
1,146.35 7.9 13.4 34.5 10.4 --
Franklin India Prima Plus (G) Rank 3
9,426.19 3.6 8.9 27.0 12.9 18.7
ICICI Pru Value Discovery Fund (G) Rank 5
14,542.94 2.8 6.5 19.1 10.9 20.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Reliance Oil & Gas 15.05 5.01
HDFC Bank Banking/Finance 14.47 4.82
HDFC Banking/Finance 11.10 3.70
Larsen Engineering 11.00 3.66
Infosys Technology 9.22 3.07
SBI Banking/Finance 8.56 2.85
ICICI Bank Banking/Finance 7.59 2.53
Kotak Mahindra Banking/Finance 6.66 2.22
ITC Tobacco 6.64 2.21
NTPC Utilities 6.16 2.05

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 19.37 0.00 0.00
Technology 11.77 0.00 0.00
Oil & Gas 9.35 0.00 0.00
Chemicals 7.33 0.00 0.00
Automotive 6.01 0.00 0.00
Miscellaneous 5.50 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 95.04
Others 0.30
Debt 0.00
Mutual Funds N.A
Money Market 3.72
Cash / Call 0.94

View All

Concentration

Holdings (%)
Top 5 20.26
Top 10 32.12
Sector (%)
Top 3 40.49

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