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Sundaram Equity Multiplier Fund (G)

PLAN: Regular OPTIONS: Growth
21.417 0.22 (1.03%)

NAV as on 05 Feb, 2016

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 Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Sundaram Equity Multiplier Fund a close-ended Scheme has been converted into open-ended Scheme w.e.f. February 10, 2010.
Benchmark Index:
 
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Returns (NAV as on 05 Feb, 2016)

Period Returns (%) Rank #
1 mth -4.9 77
3 mth -3.9 39
6 mth -10.3 43
1 year -3.0 36
2 year 23.8 61
3 year 14.0 97
5 year 9.5 54

# Moneycontrol Rank within 283 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.8 -0.6 -2.6 1.1 2.6
2014 3.5 25.3 3.7 10.3 48.5
2013 -14.0 -2.3 -4.1 15.7 -4.0
2012 14.3 -3.5 11.5 4.9 33.4
2011 -8.4 2.7 -11.2 -9.1 -24.1

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 -4.9 -3.9 -10.3 -3.0 23.8 14.0 9.5
Category avg -6.0 -5.9 -12.3 -7.2 14.7 9.1 6.3
Difference of Fund returns and Category returns 1.1 2.0 2.0 4.2 9.1 4.9 3.2
Best of category 7.5 0.7 -0.1 11.9 39.1 33.8 22.5
Worst of category -13.3 -12.3 -23.6 -25.7 -3.7 -3.7 -5.2
Benchmark returns # -5.6 -5.9 -12.7 -11.4 15.9 9.8 7.7
Difference of Fund returns and Benchmark returns 0.7 2.0 2.4 8.4 7.9 4.2 1.8
# 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 31, 2007
Benchmark CNX 500
Asset Size (Rs cr) 132.73 (Sep-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager S. Krishnakumar
View performance of schemes managed by the Fund Manager
Notes Sundaram Equity Multiplier Fund a close-ended Scheme has been converted into open-ended Scheme w.e.f. February 10, 2010.

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 (%)
Reliance Equity Oppor -Direct (G) Not Ranked
943.32 -9.2 -15.6 -11.5 15.9 --
HDFC Equity Fund (G) Rank 5
15,129.29 -12.1 -20.3 -17.1 10.0 7.9
ICICI Pru Value Discovery Fund (G) Rank 1
9,304.29 -7.2 -12.2 -6.0 22.8 17.4
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Franklin India Prima Plus (G) Rank 2
4,612.53 -5.0 -10.9 -4.2 18.0 14.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 30, 15)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Oct 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 30, 15)

Equity 88.28
Others 1.50
Debt -1.00
Mutual Funds N.A
Money Market 11.51
Cash / Call -0.28

View All

Sector (%)
Top 3 N.A.

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