Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Sundaram Mutual Fund > Sundaram Equity Multiplier Fund - Direct Plan (D)

Sundaram Equity Multiplier Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
19.977 0.12 (0.59%)

NAV as on 28 Mar, 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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2016) 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 28 Mar, 2017)

Period Returns (%) Rank #
1 mth 3.2 88
3 mth 15.0 99
6 mth 9.8 17
1 year 29.4 90
2 year 10.5 60
3 year 21.9 55
5 year - -

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 3.2 11.9 4.1 22.4 10.5 21.9 --
Category avg 2.4 12.5 4.3 23.0 7.5 13.0 9.3
Difference of Fund returns and Category returns 0.8 -0.6 -0.2 -0.6 3.0 8.9 --
Best of category 7.5 24.8 18.9 46.5 25.4 69.3 27.5
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 2.6 15.5 5.3 24.9 6.5 15.0 13.9
Difference of Fund returns and Benchmark returns 0.6 -3.6 -1.2 -2.5 4.0 6.9 --
# 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) 3.76 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend Rs.0.50 (Oct-07-2016) 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 (%)
ICICI Pru Value Discovery Fund (G) Rank 2
12,934.99 11.0 3.4 22.3 23.9 22.5
HDFC Equity Fund - Direct (G) Rank 4
3,289.85 14.6 6.7 33.4 18.4 --
Franklin (I) Prima Plus -Direct (G) Rank 3
1,432.63 15.0 5.6 22.9 22.7 --
ICICI Pru Value Discovery - DP (G) Rank 2
1,799.92 11.4 4.0 23.8 25.3 --
Franklin India Prima Plus (G) Rank 3
7,912.19 14.7 5.0 21.5 21.4 19.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 10.12 3.88
Reliance Oil & Gas 9.90 3.79
ITC Tobacco 9.18 3.51
HDFC Banking/Finance 8.91 3.41
SBI Banking/Finance 7.54 2.89
Larsen Engineering 7.35 2.81
IOC Oil & Gas 7.32 2.80
ICICI Bank Banking/Finance 6.36 2.43
NTPC Utilities 6.11 2.34
DCB Bank Banking/Finance 6.01 2.30

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 21.16 24.25 23.81
Oil & Gas 13.81 9.03 8.99
Technology 11.35 14.51 12.68
Chemicals 9.19 6.22 2.60
Automotive 5.34 5.64 5.43
Engineering 4.58 4.62 3.38

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 92.94
Others 6.87
Debt 0.00
Mutual Funds N.A
Money Market 5.34
Cash / Call -5.14

View All

Concentration

Holdings (%)
Top 5 17.48
Top 10 30.16
Sector (%)
Top 3 46.32

News & Videos

Messages & Community

Sections
Follow us on
Available On