SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > Sundaram Mutual Fund > Sundaram Equity Plus (G)

Sundaram Equity Plus (G)

PLAN: Regular OPTIONS: Growth
13.330 0.17 (1.26%)

NAV as on 26 Mar, 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 : Large Cap
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

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 26 Mar, 2015)

Period Returns (%) Rank #
1 mth -3.3 58
3 mth 1.0 109
6 mth 2.5 123
1 year 15.1 127
2 year 12.1 127
3 year 8.3 66
5 year - -

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.6 8.2 2.9 1.6 -
2013 -5.5 -0.5 2.0 3.1 0.3
2012 8.2 -1.6 5.7 1.0 14.2
2011 - -0.2 1.7 -4.4 -3.2

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 -3.3 1.0 2.5 15.1 12.1 8.3 --
Category avg -3.1 3.1 8.6 34.9 25.3 17.2 9.3
Difference of Fund returns and Category returns -0.2 -2.1 -6.1 -19.8 -13.2 -8.9 --
Best of category 1.0 9.1 18.0 62.8 39.1 28.9 16.6
Worst of category -6.5 -2.7 0.7 15.1 12.1 8.3 5.0
Benchmark returns # -0.7 3.8 13.0 53.3 32.3 19.1 10.8
Difference of Fund returns and Benchmark returns -2.6 -2.8 -10.5 -38.2 -20.2 -10.8 --
# Benchmark Index: CNX Midcap

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%.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date May 16, 2011
Benchmark CNX Midcap
Asset Size (Rs cr) 62.21 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Srividhya Rajesh / 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 3
12,907.28 -2.3 3.5 34.2 18.9 12.6
HDFC Top 200 Fund - Direct (G) Not Ranked
635.77 -2.1 3.8 35.0 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
446.03 3.4 11.1 41.3 -- --
Birla SL Frontline Equity (G) Rank 2
6,931.53 3.2 10.6 40.1 25.3 14.7
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 4.5 10.2 39.9 23.9 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 4.01 6.34
HDFC Bank Banking/Finance 3.75 5.93
ICICI Bank Banking/Finance 3.70 5.86
Infosys Technology 3.67 5.82
TCS Technology 2.68 4.23
SBI Banking/Finance 2.41 3.82
ITC Tobacco 2.17 3.43
Reliance Oil & Gas 2.16 3.42
Ranbaxy Labs Pharmaceuticals 1.92 3.04
Larsen Engineering 1.77 2.80

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 26.78 49.30 17.64
Technology 13.94 31.82 12.66
Pharmaceuticals 8.03 14.28 4.68
Automotive 7.20 13.00 5.08
Oil & Gas 4.96 17.88 4.96
Tobacco 3.43 6.48 3.12

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 74.47
Others -0.06
Debt 0.00
Mutual Funds 22.25
Money Market 1.19
Cash / Call 2.15

View All

Concentration

Holdings (%)
Top 5 28.18
Top 10 44.69
Sector (%)
Top 3 48.75

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.