SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Sundaram Mutual Fund > Sundaram Equity Multiplier Fund (D)

Sundaram Equity Multiplier Fund (D)

PLAN: Regular OPTIONS: Dividend
16.861 0.03 (0.20%)

NAV as on 05 May, 2015

CRISIL MF RANK

Not Ranked

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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) 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 05 May, 2015)

Period Returns (%) Rank #
1 mth -2.9 106
3 mth 1.7 40
6 mth 7.5 65
1 year 43.9 68
2 year 28.9 79
3 year 21.5 51
5 year 10.7 57

# Moneycontrol Rank within 241 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.8 - - - -
2014 3.5 15.4 3.7 10.3 -
2013 -14.0 -2.3 -4.2 15.7 -4.0
2012 14.3 -3.6 11.5 4.9 33.4
2011 -8.4 2.7 -11.3 -9.1 -24.1
2010 -2.6 1.9 10.2 -2.9 9.3

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 -2.9 1.7 7.5 43.9 28.9 21.5 10.7
Category avg -2.7 -0.4 4.6 31.5 19.5 14.8 8.1
Difference of Fund returns and Category returns -0.2 2.1 2.9 12.4 9.4 6.7 2.6
Best of category 7.5 8.9 20.6 72.8 50.9 39.7 23.8
Worst of category -6.6 -20.5 -19.8 -9.7 0.6 7.0 3.4
Benchmark returns # -6.3 -5.0 -0.6 26.7 19.4 17.9 9.4
Difference of Fund returns and Benchmark returns 3.4 6.7 8.1 17.2 9.5 3.6 1.3
# 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 Dividend
Launch date Jan 31, 2007
Benchmark CNX 500
Asset Size (Rs cr) 218.10 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (May-02-2014) 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 -1.7 -0.2 36.7 22.8 14.1
Reliance Equity Oppor - RP (G) Rank 2
28,668.15 -2.6 3.7 48.2 26.4 18.3
ICICI Pru Value Discovery Fund (G) Rank 1
14,684.18 1.3 9.5 57.7 32.7 20.6
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Reliance Growth Fund - RP (G) Rank 4
14,946.26 -0.8 6.9 48.9 23.7 12.3
* 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 17.92
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 5.53
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

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.