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Sundaram Multi Asset Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
16.552 0.06 (0.38%)

NAV as on 25 May, 2018

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Sundaram Equity Plus has been renamed as Sundaram Multi Asset Fund w.e.f. May 04, 2018
Benchmark Index:
 
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Returns (NAV as on 25 May, 2018)

Period Returns (%) Rank #
1 mth - 8
3 mth 1.2 21
6 mth 2.8 15
1 year 10.2 64
2 year 11.6 118
3 year 7.1 109
5 year 9.0 112

# Moneycontrol Rank within 119 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -0.9 - - - -
2017 8.8 1.8 1.9 5.6 20.7
2016 1.4 6.2 2.6 -7.2 4.2
2015 1.9 -1.9 -3.7 0.7 -1.6
2014 4.4 8.0 3.1 1.8 18.7
2013 -5.9 -0.4 2.0 3.1 0.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- 1.2 2.8 10.2 11.6 7.1 9.0
Category avg -2.4 -0.8 -1.2 11.3 17.0 8.8 14.7
Difference of Fund returns and Category returns -- 2.0 4.0 -1.1 -5.4 -1.7 -5.7
Best of category 1.2 5.5 4.8 25.8 28.0 15.9 32.0
Worst of category -4.5 -9.8 -22.2 -8.5 10.4 4.9 8.1
Benchmark returns # -0.9 -0.4 0.4 12.2 17.3 9.5 13.5
Difference of Fund returns and Benchmark returns -- 1.6 2.4 -2.0 -5.7 -2.4 -4.5
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 4.23 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani
View performance of schemes managed by the Fund Manager
Notes Sundaram Equity Plus has been renamed as Sundaram Multi Asset Fund w.e.f. May 04, 2018

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

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ABSL Frontline Eqty-Direct (G) Rank 3
4,905.24 0.1 -0.8 10.4 11.0 17.8
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 0.6 0.5 14.1 12.2 17.8
ICICI Pru Focused. Blue -Direct (G) Rank 2
3,745.88 0.6 0.5 14.1 12.2 17.7
SBI Blue Chip Fund (G) Rank 3
13,264.78 1.2 0.2 10.8 10.7 17.8
SBI Blue Chip Fund - Direct (G) Rank 2
4,528.36 1.5 0.8 12.1 12.0 18.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 2.33 5.79
Reliance Oil & Gas 2.12 5.26
HDFC Banking/Finance 2.07 5.14
Infosys Technology 2.06 5.12
ICICI Bank Banking/Finance 1.90 4.72
Larsen Engineering 1.89 4.70
ITC Tobacco 1.31 3.25
TCS Technology 1.26 3.13
HCL Tech Technology 1.05 2.61
NTPC Utilities 0.95 2.35

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 21.54 22.95 22.95
Technology 10.86 10.60 10.60
Oil & Gas 8.51 9.71 9.71
Automotive 7.15 7.13 7.13
Engineering 4.70 4.53 4.53
Tobacco 3.25 2.99 2.99

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 66.07
Others 0.00
Debt 0.00
Mutual Funds 32.44
Money Market 0.00
Cash / Call 1.47

View All

Concentration

Holdings (%)
Top 5 26.03
Top 10 42.07
Sector (%)
Top 3 40.91

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