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Sundaram Equity Multiplier Fund (G)

PLAN: Regular OPTIONS: Growth
28.558 0.16 (0.56%)

NAV as on 24 Apr, 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

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 24 Apr, 2017)

Period Returns (%) Rank #
1 mth 4.1 112
3 mth 12.9 64
6 mth 10.2 32
1 year 29.9 70
2 year 13.5 87
3 year 21.5 67
5 year 17.4 40

# Moneycontrol Rank within 271 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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
2012 14.3 -3.5 11.5 4.9 33.4

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 4.1 12.9 10.2 29.9 13.5 21.5 17.4
Category avg 3.5 9.8 6.2 21.4 9.5 13.0 9.5
Difference of Fund returns and Category returns 0.6 3.1 4.0 8.5 4.0 8.5 7.9
Best of category 9.8 22.7 18.9 45.8 25.4 62.6 27.8
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 2.9 11.2 7.8 23.4 9.2 15.2 14.3
Difference of Fund returns and Benchmark returns 1.2 1.7 2.4 6.5 4.3 6.3 3.1
# 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) 255.26 (Mar-31-2017)
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 (%)
ICICI Pru Value Discovery Fund (G) Rank 2
14,011.22 8.7 5.0 17.1 22.6 22.1
HDFC Equity Fund (G) Rank 4
13,046.69 10.7 6.9 27.2 16.8 16.4
Reliance Equity Oppor - RP (G) Rank 5
8,662.40 13.4 7.3 19.7 17.4 17.3
Franklin India Prima Plus (G) Rank 3
8,479.15 10.1 5.8 18.5 21.4 19.5
ICICI Pru Value Discovery - Inst -I Rank 2
6.75 0.0 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 10.90 4.27
Reliance Oil & Gas 9.98 3.91
Infosys Technology 9.65 3.78
ITC Tobacco 9.27 3.63
HDFC Banking/Finance 9.22 3.61
SBI Banking/Finance 7.76 3.04
Larsen Engineering 7.43 2.91
Avenue Supermar Retail & Real Estate 6.02 2.36
ICICI Bank Banking/Finance 6.00 2.35
IOC Oil & Gas 5.85 2.29

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 22.74 24.25 24.25
Oil & Gas 11.23 9.03 9.03
Technology 11.05 12.68 12.68
Chemicals 9.32 6.22 6.22
Automotive 4.98 5.43 5.43
Engineering 4.09 4.62 4.62

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 94.42
Others 2.00
Debt 0.00
Mutual Funds 3.70
Money Market 0.00
Cash / Call -0.09

View All

Concentration

Holdings (%)
Top 5 19.20
Top 10 32.15
Sector (%)
Top 3 45.02

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