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Sundaram Equity Plus - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
12.274 0.04 (0.35%)

NAV as on 29 Apr, 2016

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 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 29 Apr, 2016)

Period Returns (%) Rank #
1 mth 2.0 67
3 mth 5.0 19
6 mth 0.7 9
1 year 0.5 30
2 year 5.5 121
3 year 7.4 119
5 year - -

# Moneycontrol Rank within 141 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 1.4 - - - -
2015 1.9 -1.9 -3.7 0.7 -1.6
2014 4.4 8.1 -5.2 1.8 9.2
2013 -5.8 -0.5 2.0 3.1 -

View where it stands within its peers

* Returns over 1 year are Annualised

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 2.0 5.0 0.7 0.5 5.5 7.4 --
Category avg 2.1 3.4 -2.1 -1.8 13.2 13.2 7.8
Difference of Fund returns and Category returns -0.1 1.6 2.8 2.3 -7.7 -5.8 --
Best of category 6.5 7.3 4.0 15.5 32.2 27.6 17.0
Worst of category -1.4 -7.7 -8.6 -16.7 1.6 4.6 2.4
Benchmark returns # 6.4 5.8 -0.5 4.3 21.8 19.1 10.0
Difference of Fund returns and Benchmark returns -4.4 -0.8 1.2 -3.8 -16.3 -11.7 --
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

Seek capital appreciation by investing in equity and equity-related instruments listed in India to the extent of at least 65% and in gold-ETF up to 35%. Investment in overseas markets, if any, shall not exceed the permissible limit net of existing usage of the mutual fund’s entitlement. Exposure to overseas securities shall also not exceed 35% of assets.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 4.13 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Jul-11-2014) View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani
View performance of schemes managed by the Fund Manager
Notes N.A

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 (%)
HDFC Top 200 Fund (G) Rank 4
11,651.77 6.9 -3.3 -5.1 12.8 8.3
Birla SL Frontline Equity (G) Rank 2
8,774.26 4.5 -0.9 -- 16.9 12.4
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 4.7 -1.3 -0.8 15.6 11.2
Franklin India Bluechip (G) Rank 3
5,169.98 6.0 -0.5 2.1 14.5 10.2
UTI Opportunities Fund (G) Rank 4
4,526.90 4.9 -4.0 -7.0 12.3 10.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 3.25 6.90
HDFC Bank Banking/Finance 2.67 5.67
ITC Tobacco 2.22 4.70
HDFC Banking/Finance 2.12 4.50
Reliance Oil & Gas 1.93 4.10
TCS Technology 1.74 3.69
SBI Banking/Finance 1.43 3.03
ICICI Bank Banking/Finance 1.33 2.82
HUL Cons NonDurable 1.08 2.29
Larsen Engineering 1.08 2.28

Full Portfolio

Sector Allocation (Feb 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 20.15 26.88 20.15
Technology 13.79 13.79 11.31
Oil & Gas 6.38 6.55 5.43
Automotive 5.38 5.78 5.32
Tobacco 4.70 4.70 1.91
Pharmaceuticals 3.71 8.45 3.71

View All Sectors

Asset Allocation (%)(Feb 29, 16)

Equity 65.66
Others -1.09
Debt 0.00
Mutual Funds 31.50
Money Market 1.70
Cash / Call 2.22

View All

Concentration

Holdings (%)
Top 5 25.87
Top 10 39.98
Sector (%)
Top 3 40.32

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