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Sundaram Equity Multiplier Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
23.675 0.44 (1.90%)

NAV as on 02 Mar, 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 : Diversified Equity
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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:
 
View Historic Graph From     To     

Returns (NAV as on 02 Mar, 2015)

Period Returns (%) Rank #
1 mth 2.8 81
3 mth 6.2 111
6 mth 16.9 86
1 year 64.5 75
2 year 33.2 84
3 year - -
5 year - -

# Moneycontrol Rank within 234 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.8 25.5 3.9 10.5 -
2013 -14.0 -2.3 -4.1 15.8 -3.7

View where it stands within its peers

* Returns over 1 year are Annualised

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 2.8 6.2 16.9 64.5 33.2 -- --
Category avg 2.4 5.2 13.5 46.4 23.3 15.9 9.3
Difference of Fund returns and Category returns 0.4 1.0 3.4 18.1 9.9 -- --
Best of category 7.5 12.3 33.2 95.6 52.5 38.2 25.6
Worst of category -9.0 -7.0 -9.7 15.9 12.9 5.3 -6.7
Benchmark returns # 1.8 5.9 12.6 51.6 27.8 19.7 11.7
Difference of Fund returns and Benchmark returns 1.0 0.3 4.3 12.9 5.4 -- --
# Benchmark Index: CNX 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 CNX 500
Asset Size (Rs cr) 0.23 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager S. Krishnakumar / 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund - Direct (G) Not Ranked
1,862.94 0.9 9.6 64.1 -- --
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 3.8 20.8 70.8 30.0 21.7
HDFC Equity Fund (G) Rank 4
15,432.08 0.7 9.2 62.9 23.5 16.3
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 4.0 21.2 72.1 -- --
Reliance Equity Oppor - IP (G) Not Ranked
8.40 3.9 20.9 71.2 30.3 -6.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
SBI Banking/Finance 5.56 4.26
HDFC Bank Banking/Finance 5.39 4.13
Infosys Technology 5.35 4.10
ICICI Bank Banking/Finance 5.05 3.87
Larsen Engineering 4.25 3.26
Tata Comm Telecom 4.11 3.15
Wipro Technology 3.94 3.02
Gillette India Cons NonDurable 3.93 3.01
GIC Housing Fin Banking/Finance 3.67 2.82
Reliance Oil & Gas 3.66 2.81

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 22.27 41.60 15.25
Technology 12.34 26.56 12.20
Engineering 8.51 18.24 7.93
Pharmaceuticals 7.69 11.82 4.88
Cement 6.84 14.54 3.30
Oil & Gas 6.24 14.38 6.32

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 97.15
Others 1.36
Debt 0.00
Mutual Funds N.A
Money Market 1.94
Cash / Call -0.45

View All

Concentration

Holdings (%)
Top 5 19.62
Top 10 34.43
Sector (%)
Top 3 43.12

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