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Sundaram Equity Multiplier Fund (D)

17.520 0.33 (1.90%)

NAV as on 02 Mar, 2015

CRISIL MF RANK

Scheme Risk Grade

  N.A

N.A

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 02 Mar, 2015)

Period Returns (%) Rank #
1 mth 2.8 85
3 mth 6.0 115
6 mth 16.5 98
1 year 62.9 85
2 year 32.5 90
3 year 22.2 55
5 year 12.4 58

# Moneycontrol Rank within Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 2.8 6.0 16.5 62.9 32.5 22.2 12.4
Category avg 2.4 5.2 13.5 46.4 23.3 15.9 9.3
Difference of Fund returns and Category returns 0.4 0.8 3.0 16.5 9.2 6.3 3.1
Best of category 7.5 12.3 33.2 95.6 52.5 38.2 25.6
Worst of category -9.0 -7.0 -9.7 15.9 12.9 5.3 -6.7
Benchmark returns # 1.8 5.9 12.6 51.6 27.8 19.7 11.7
Difference of Fund returns and Benchmark returns 1.0 0.1 3.9 11.3 4.7 2.5 0.7
Sundaram Equity Multiplier Fund (D) 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 Dividend
Launch date Jan 31, 2007
Benchmark CNX 500
Asset Size (Rs cr) 123.28 (Dec-31-2014)
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 - Direct (G) Not Ranked
1,862.94 0.9 9.6 64.1 -- --
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 3.8 20.8 70.8 30.0 21.7
HDFC Equity Fund (G) Rank 4
15,432.08 0.7 9.2 62.9 23.5 16.3
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 4.0 21.2 72.1 -- --
Reliance Equity Oppor - IP (G) Not Ranked
8.40 3.9 20.9 71.2 30.3 -6.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
SBI Banking/Finance 5.56 4.26
HDFC Bank Banking/Finance 5.39 4.13
Infosys Technology 5.35 4.10
ICICI Bank Banking/Finance 5.05 3.87
Larsen Engineering 4.25 3.26
Tata Comm Telecom 4.11 3.15
Wipro Technology 3.94 3.02
Gillette India Cons NonDurable 3.93 3.01
GIC Housing Fin Banking/Finance 3.67 2.82
Reliance Oil & Gas 3.66 2.81

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 22.27 41.60 15.25
Technology 12.34 26.56 12.20
Engineering 8.51 18.24 7.93
Pharmaceuticals 7.69 11.82 4.88
Cement 6.84 14.54 3.30
Oil & Gas 6.24 14.38 6.32

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 97.15
Others 1.36
Debt 0.00
Mutual Funds N.A
Money Market 1.94
Cash / Call -0.45

View All

Concentration

Holdings (%)
Top 5 19.62
Top 10 34.43
Sector (%)
Top 3 43.12

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