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Sundaram Equity Multiplier Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
19.392 0.03 (0.16%)

NAV as on 21 Feb, 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 Dec 2016) 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 21 Feb, 2017)

Period Returns (%) Rank #
1 mth 6.9 93
3 mth 14.1 81
6 mth 10.1 28
1 year 30.1 132
2 year 8.4 55
3 year 24.2 53
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 6.9 14.1 10.1 30.1 8.4 24.2 --
Category avg 5.8 11.3 4.6 26.3 5.0 14.4 8.4
Difference of Fund returns and Category returns 1.1 2.8 5.5 3.8 3.4 9.8 --
Best of category 11.6 21.9 18.9 52.5 25.4 107.4 25.9
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 0.1
Benchmark returns # 6.7 14.3 4.9 28.2 4.0 17.5 11.7
Difference of Fund returns and Benchmark returns 0.2 -0.2 5.2 1.9 4.4 6.7 --
# 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 (%)
HDFC Equity Fund - Direct (G) Not Ranked
3,289.85 12.4 7.0 41.5 22.0 --
ICICI Pru Value Discovery Fund (G) Rank 2
12,934.99 9.8 3.2 27.0 27.8 21.1
ICICI Pru Value Discovery - DP (G) Not Ranked
1,799.92 10.1 3.9 28.7 29.2 --
HDFC Equity Fund (G) Rank 4
12,463.44 12.2 6.6 40.3 21.1 14.1
Franklin India Prima Plus (G) Rank 3
7,912.19 12.5 4.2 26.3 24.5 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 30, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.18 4.92
Infosys Technology 0.15 3.93
HDFC Banking/Finance 0.13 3.43
Reliance Oil & Gas 0.13 3.36
ITC Tobacco 0.12 3.29
SBI Banking/Finance 0.10 2.72
Larsen Engineering 0.10 2.62
IOC Oil & Gas 0.09 2.40
NTPC Utilities 0.09 2.40
GNFC Chemicals 0.09 2.28

Full Portfolio

Sector Allocation (Dec 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 23.88 24.25 21.87
Oil & Gas 14.34 11.17 8.99
Chemicals 10.02 6.22 2.60
Technology 8.65 14.51 12.57
Pharmaceuticals 6.06 5.24 3.93
Automotive 5.12 5.64 4.75

View All Sectors

Asset Allocation (%)(Dec 30, 16)

Equity 93.10
Others 0.01
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.88

View All

Concentration

Holdings (%)
Top 5 18.93
Top 10 31.35
Sector (%)
Top 3 48.24

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