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Sundaram Equity Multiplier Fund (G)

PLAN: Regular OPTIONS: Growth
21.797 0.35 (1.59%)

NAV as on 27 Apr, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2014) up from Rank 4 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

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 27 Apr, 2015)

Period Returns (%) Rank #
1 mth -3.4 74
3 mth -6.1 98
6 mth 8.8 62
1 year 38.4 72
2 year 27.4 83
3 year 19.1 53
5 year 10.1 57

# Moneycontrol Rank within 242 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.8 - - - -
2014 3.5 25.3 3.7 10.3 -
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
2010 -2.6 1.9 10.2 -2.9 9.4

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 -3.4 -6.1 8.8 38.4 27.4 19.1 10.1
Category avg -3.4 -5.6 5.3 27.7 18.7 13.5 7.5
Difference of Fund returns and Category returns 0.0 -0.5 3.5 10.7 8.7 5.6 2.6
Best of category 7.5 5.4 21.6 65.1 49.7 37.3 22.6
Worst of category -8.7 -24.4 -16.3 -9.8 0.5 4.6 3.1
Benchmark returns # -1.8 -7.0 4.4 26.4 20.6 17.6 9.0
Difference of Fund returns and Benchmark returns -1.6 0.9 4.4 12.0 6.8 1.5 1.1
Sundaram Equity Multiplier Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# 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) 218.10 (Mar-31-2015)
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 (%)
HDFC Equity Fund (G) Rank 4
16,359.53 -8.8 1.5 31.5 20.6 13.5
Reliance Equity Oppor - RP (G) Rank 2
28,668.15 -8.1 5.6 41.4 24.4 17.8
Reliance Growth Fund - RP (G) Rank 3
14,946.26 -7.2 6.3 40.4 20.3 11.0
ICICI Pru Dynamic Plan (G) Rank 3
4,034.34 -4.9 2.6 25.7 21.0 14.1
Reliance Vision Fund - RP (G) Rank 4
9,840.66 -7.0 6.0 44.3 19.6 11.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 5.60 4.35
HDFC Bank Banking/Finance 5.16 4.01
SBI Banking/Finance 4.85 3.77
ICICI Bank Banking/Finance 4.45 3.46
Gillette India Cons NonDurable 4.35 3.38
Larsen Engineering 4.34 3.37
Reliance Oil & Gas 4.17 3.24
Tata Comm Telecom 3.83 2.98
Wipro Technology 3.81 2.96
Ashoka Buildcon Cement 3.55 2.76

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 20.87 41.60 17.00
Technology 11.96 26.56 11.96
Engineering 10.03 18.24 7.93
Cement 8.22 14.54 3.37
Pharmaceuticals 6.85 11.82 5.34
Oil & Gas 5.93 14.38 5.47

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 94.58
Others 1.02
Debt 0.24
Mutual Funds 0.78
Money Market 3.30
Cash / Call 0.07

View All

Concentration

Holdings (%)
Top 5 18.97
Top 10 34.28
Sector (%)
Top 3 42.86

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