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Sundaram Equity Multiplier Fund (G)

PLAN: Regular OPTIONS: Growth
33.376 0.09 (0.27%)

NAV as on 19 Apr, 2018

CRISIL MF RANK

Not Ranked

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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) 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:
 
View Historic Graph From     To     

Returns (NAV as on 19 Apr, 2018)

Period Returns (%) Rank #
1 mth 5.9 47
3 mth -1.2 26
6 mth 7.3 29
1 year 17.8 50
2 year 23.4 44
3 year 12.7 60
5 year 20.1 59

# Moneycontrol Rank within 219 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.4 3.2 2.4 10.5 35.8
2016 -5.1 6.8 6.4 -3.0 7.0
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

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 5.9 -1.2 7.3 17.8 23.4 12.7 20.1
Category avg 2.7 -3.9 2.9 12.4 17.5 9.0 11.7
Difference of Fund returns and Category returns 3.2 2.7 4.4 5.4 5.9 3.7 8.4
Best of category 9.2 1.8 17.9 37.6 47.1 24.2 29.5
Worst of category -11.0 -18.1 -13.1 -16.2 5.0 0.1 7.6
Benchmark returns # 4.8 -4.5 4.2 15.9 18.6 10.3 15.4
Difference of Fund returns and Benchmark returns 1.1 3.3 3.1 1.9 4.8 2.4 4.7
# 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 Growth
Launch date Jan 31, 2007
Benchmark NIFTY 500
Asset Size (Rs cr) 334.99 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani
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 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 (%)
Motilal Oswal Multicap 35 - D (G) Rank 3
4,781.51 -2.1 3.7 16.6 17.5 --
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 -4.3 3.4 8.8 7.3 21.6
HDFC Equity Fund (G) Rank 3
15,669.21 -8.0 5.3 13.4 8.9 17.3
Motilal Oswal Multicap 35 - (G) Rank 2
7,108.39 -2.3 3.2 15.5 16.5 --
Franklin India Prima Plus (G) Rank 4
9,650.87 -5.0 3.1 12.3 9.2 19.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 18)

Equity Sector Value
(Rs cr)
Asset %
Reliance Oil & Gas 16.70 4.82
HDFC Bank Banking/Finance 15.07 4.35
SBI Banking/Finance 13.30 3.84
Larsen Engineering 11.86 3.42
HDFC Banking/Finance 11.76 3.39
NCC Cement 11.21 3.23
Infosys Technology 10.61 3.06
Quess Corp Engineering 9.81 2.83
TCS Technology 9.46 2.73
M&M Automotive 8.41 2.43

Full Portfolio

Sector Allocation (Feb 28, 18)

Sector %

1-Year

HighLow

Banking/Finance 24.05 0.00 0.00
Technology 7.77 0.00 0.00
Cement 7.35 0.00 0.00
Engineering 7.19 0.00 0.00
Oil & Gas 7.07 0.00 0.00
Automotive 5.28 0.00 0.00

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity 88.01
Others 0.38
Debt 0.00
Mutual Funds N.A
Money Market 2.38
Cash / Call 9.24

View All

Concentration

Holdings (%)
Top 5 19.82
Top 10 34.10
Sector (%)
Top 3 39.17

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