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Sundaram Equity Multiplier Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
20.614 0.18 (0.86%)

NAV as on 23 Jun, 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 Mar 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 23 Jun, 2017)

Period Returns (%) Rank #
1 mth 2.4 113
3 mth 6.5 115
6 mth 22.5 96
1 year 27.7 56
2 year 13.2 71
3 year 16.8 72
5 year - -

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 11.5 - - - -
2016 -5.1 6.9 6.5 -5.5 4.4
2015 3.0 -0.5 -2.5 1.1 3.0
2014 3.9 15.7 3.9 10.5 38.2
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 2.4 6.5 22.5 27.7 13.2 16.8 --
Category avg 2.1 5.5 18.2 19.5 9.9 10.6 10.2
Difference of Fund returns and Category returns 0.3 1.0 4.3 8.2 3.3 6.2 --
Best of category 7.5 16.9 37.8 40.9 25.4 41.3 28.7
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # -0.2 5.3 21.3 21.8 10.0 10.9 15.3
Difference of Fund returns and Benchmark returns 2.6 1.2 1.2 5.9 3.2 5.9 --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark NIFTY 500
Asset Size (Rs cr) 3.84 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.0.50 (Apr-11-2017) 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 (%)
HDFC Equity Fund - Direct (G) Rank 4
3,971.06 8.3 22.9 26.7 12.7 --
Franklin India Prima Plus (G) Rank 3
8,479.15 3.6 19.0 15.3 17.0 20.2
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 3.9 19.7 16.6 18.3 --
ICICI Pru Value Discovery - DP (G) Rank 3
2,126.45 2.4 14.6 14.7 16.0 --
HDFC Equity Fund (G) Not Ranked
13,046.69 8.1 22.4 25.6 11.8 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 13.09 4.66
ITC Tobacco 10.91 3.89
Reliance Oil & Gas 10.73 3.82
HDFC Banking/Finance 10.20 3.63
Infosys Technology 9.77 3.48
Larsen Engineering 8.80 3.13
SBI Banking/Finance 8.07 2.87
ICICI Bank Banking/Finance 7.51 2.67
Kotak Mahindra Banking/Finance 6.28 2.24
Varun Beverages Food & Beverage 5.98 2.13

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 21.18 0.00 0.00
Technology 11.50 0.00 0.00
Oil & Gas 9.38 0.00 0.00
Chemicals 8.56 0.00 0.00
Automotive 6.04 0.00 0.00
Engineering 4.97 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 94.40
Others 2.04
Debt 0.00
Mutual Funds N.A
Money Market 4.59
Cash / Call -1.05

View All

Concentration

Holdings (%)
Top 5 19.48
Top 10 32.52
Sector (%)
Top 3 42.06

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