Sundaram Equity Multiplier Fund (D)
Fund Family Sundaram Mutual Fund
Fund Class Diversified Equity
SNAPSHOT
Performance
Investment Info
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Portfolio
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Below average performance in the category
The scheme is ranked 4 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.5 | 39 |
| 3 mth | -2.7 | 19 |
| 6 mth | -1.5 | 82 |
| 1 year | -11.7 | 82 |
| 2 year | -2.5 | 65 |
| 3 year | 5.3 | 69 |
| 5 year | 2.9 | 48 |
# Moneycontrol Rank within 101 Diversified Equity Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 14.3 | - | - | - | - |
| 2011 | -8.4 | 2.7 | -11.3 | -9.1 | -24.1 |
| 2010 | -2.6 | 1.9 | 10.2 | -2.9 | 9.3 |
| 2009 | -12.2 | 44.3 | 20.6 | -0.2 | 62.8 |
| 2008 | -34.0 | -16.2 | -0.9 | -18.0 | -55.9 |
| 2007 | -1.9 | 10.6 | 20.6 | 9.9 | 47.0 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Diversified Equity)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.5 | -2.7 | -1.5 | -11.7 | -2.5 | 5.3 | 2.9 |
| Category avg | -4.6 | -4.6 | 1.9 | -7.4 | -0.1 | 8.6 | 3.0 |
| Difference of Fund returns and Category returns | 0.1 | 1.9 | -3.4 | -4.3 | -2.4 | -3.3 | -0.1 |
| Best of category | 0.4 | 3.4 | 11.7 | 8.8 | 14.6 | 25.0 | 11.9 |
| Worst of category | -8.8 | -11.7 | -9.2 | -20.4 | -8.1 | -21.1 | -5.9 |
| Benchmark returns # | -5.7 | -6.1 | 4.5 | -9.4 | -1.1 | 4.8 | 2.1 |
| Difference of Fund returns and Benchmark returns | 1.2 | 3.4 | -6.0 | -2.3 | -1.4 | 0.5 | 0.8 |
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 31, 2007 |
| Benchmark | S&P CNX 500 |
| Asset Size (Rs cr) | 170.96 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.3.00 (Dec-20-2007) 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 |
| sundarammutual@sundarammutual.com | |
| Website | www.sundarammutual.com |
Peer Comparison
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR Equity Fund - RP (D) | Not Ranked |
1,229.08 | -6.6 | 0.8 | -8.7 | 9.0 | 6.1 |
| DSP-BR Equity Fund - Inst | Not Ranked |
155.82 | -4.2 | 3.4 | -6.1 | 4.2 | -- |
| DSP-BR Equity Fund - RP (G) | Rank 3 |
1,166.24 | -4.3 | 3.2 | -6.5 | 12.6 | 8.3 |
| Franklin India Prima Plus (G) | Rank 3 |
1,828.81 | -4.9 | 0.8 | -5.1 | 11.0 | 6.4 |
| Franklin (I) Flexi Cap (G) | Rank 3 |
1,771.36 | -7.2 | -0.3 | -10.0 | 10.8 | 5.4 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Bajaj Finserv | Banking/Finance | - | 8.73 |
| DCB | Banking/Finance | - | 7.48 |
| Torrent Pharma | Pharmaceuticals | - | 7.37 |
| CESC | Utilities | - | 7.32 |
| IndraprasthaGas | Oil & Gas | - | 5.08 |
| HPCL | Oil & Gas | - | 4.66 |
| Karur Vysya | Banking/Finance | - | 3.97 |
| Glenmark | Pharmaceuticals | - | 3.78 |
| Akzo Nobel | Chemicals | - | 3.69 |
| Cadila Health | Pharmaceuticals | - | 3.57 |
Sector Allocation (Apr 30, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 25.83 | 25.83 | 11.68 |
| Pharmaceuticals | 18.47 | 24.84 | 16.54 |
| Oil & Gas | 12.51 | 19.31 | 12.51 |
| Automotive | 7.34 | 7.46 | 1.86 |
| Utilities | 7.32 | 7.67 | 4.84 |
| Food & Beverage | 6.56 | 6.56 | 2.08 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 99.10 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.88 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 35.98 |
| Top 10 | 55.65 |
| Sector | (%) |
|---|---|
| Top 3 | 56.81 |
News & Videos
News
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
-
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
-
Which sectors is Sundaram BNP MF betting on this year?
In an interview with CNBC-TV18, TP Raman, MD, Sundaram BNP MF, speaks about his reading of the mar ...
Mar 30, 2010 at 15:05 | Source: CNBC-TV18
Videos
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Oct 25, 2011
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