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Sundaram Equity Multiplier Fund (D)

PLAN: Regular OPTIONS: Dividend
16.942 0.33 (1.97%)

NAV as on 30 Mar, 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 30 Mar, 2015)

Period Returns (%) Rank #
1 mth -4.1 122
3 mth 2.9 113
6 mth 13.5 91
1 year 47.6 76
2 year 30.3 90
3 year 19.6 60
5 year 11.3 57

# Moneycontrol Rank within 238 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 -4.1 2.9 13.5 47.6 30.3 19.6 11.3
Category avg -3.3 2.9 10.1 33.8 21.8 14.4 8.2
Difference of Fund returns and Category returns -0.8 0.0 3.4 13.8 8.5 5.2 3.1
Best of category 7.5 12.1 27.3 74.8 51.6 38.3 24.6
Worst of category -27.1 -21.1 -25.7 -3.9 1.4 2.9 -8.5
Benchmark returns # -3.6 3.0 8.8 33.6 25.0 18.0 10.1
Difference of Fund returns and Benchmark returns -0.5 -0.1 4.7 14.0 5.3 1.6 1.2
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 (%)
Reliance Equity Oppor - IP (G) Not Ranked
8.40 1.7 13.8 51.3 27.3 -8.5
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 1.7 13.7 51.0 27.0 19.3
HDFC Equity Fund (G) Rank 4
15,432.08 0.0 6.3 41.4 21.3 14.5
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 1.8 14.1 52.1 -- --
HDFC Equity Fund - Direct (G) Not Ranked
1,862.94 0.2 6.7 42.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 5.74 4.43
SBI Banking/Finance 5.43 4.19
HDFC Bank Banking/Finance 5.36 4.13
ICICI Bank Banking/Finance 4.85 3.74
Larsen Engineering 4.42 3.41
Wipro Technology 3.96 3.05
Gillette India Cons NonDurable 3.72 2.87
Tata Comm Telecom 3.58 2.76
Reliance Oil & Gas 3.46 2.67
GIC Housing Fin Banking/Finance 3.42 2.64

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 22.40 41.60 17.00
Technology 12.66 26.56 12.20
Engineering 10.05 18.24 7.93
Cement 7.40 14.54 3.37
Pharmaceuticals 6.09 11.82 5.34
Automotive 5.69 8.70 2.18

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 95.58
Others -0.03
Debt 0.00
Mutual Funds N.A
Money Market 3.62
Cash / Call 0.83

View All

Concentration

Holdings (%)
Top 5 19.90
Top 10 33.89
Sector (%)
Top 3 45.11

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