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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 5.4 | 73 |
| 3 mth | 1.3 | 73 |
| 6 mth | 2.4 | 80 |
| 1 year | 12.3 | 78 |
| 2 year | 5.0 | 51 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -5.5 | - | - | - | - |
| 2012 | 8.2 | -1.6 | 5.7 | 1.0 | 14.2 |
| 2011 | - | -0.2 | 1.7 | -4.4 | -3.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 5.4 | 1.3 | 2.4 | 12.3 | 5.0 | -- | -- |
| Category avg | 6.1 | 3.6 | 8.1 | 22.6 | 5.8 | 5.5 | 3.4 |
| Difference of Fund returns and Category returns | -0.7 | -2.3 | -5.7 | -10.3 | -0.8 | -- | -- |
| Best of category | 8.1 | 7.8 | 16.0 | 34.1 | 11.8 | 11.9 | 14.7 |
| Worst of category | 4.3 | -0.2 | -2.3 | 7.5 | -1.8 | -3.7 | -16.4 |
| Benchmark returns # | 8.6 | 2.7 | 5.3 | 18.9 | 1.7 | 1.2 | 3.5 |
| Difference of Fund returns and Benchmark returns | -3.2 | -1.4 | -2.9 | -6.6 | 3.3 | -- | -- |
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%.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | May 16, 2011 |
| Benchmark | CNX Midcap |
| Asset Size (Rs cr) | 118.89 (Mar-30-2013) |
| 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 |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 12 months from the date of allotment. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Top 200 Fund (G) | Rank 3 |
11,958.80 | 3.9 | 10.6 | 26.1 | 8.0 | 10.3 |
| ICICI Pru Focused Bluechip Eqty (G) | Rank 2 |
4,290.51 | 3.9 | 9.0 | 25.9 | 10.9 | 13.7 |
| Franklin India Bluechip (G) | Rank 3 |
4,312.21 | 2.6 | 8.9 | 23.1 | 8.2 | 8.9 |
| L&T Equity Fund (G) | Rank 4 |
2,395.39 | 3.4 | 6.5 | 20.7 | 6.8 | 8.3 |
| DSP-BR Top 100 Equity - RP (G) | Rank 3 |
3,379.26 | 4.0 | 8.2 | 21.0 | 7.5 | 7.8 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 7.86 | 7.18 |
| Reliance | Oil & Gas | 7.78 | 7.11 |
| HDFC | Banking/Finance | 7.27 | 6.64 |
| ITC | Tobacco | 6.36 | 5.81 |
| Infosys | Technology | 5.29 | 4.83 |
| HDFC Bank | Banking/Finance | 4.70 | 4.29 |
| Larsen | Engineering | 4.31 | 3.94 |
| Cipla | Pharmaceuticals | 3.49 | 3.19 |
| SBI | Banking/Finance | 3.42 | 3.12 |
| TCS | Technology | 3.21 | 2.93 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 23.32 | 28.90 | 19.15 |
| Technology | 11.35 | 13.98 | 6.33 |
| Oil & Gas | 9.24 | 14.18 | 6.56 |
| Automotive | 7.12 | 7.77 | 4.56 |
| Pharmaceuticals | 7.10 | 7.10 | 1.85 |
| Tobacco | 5.81 | 5.81 | 1.21 |
| Equity | 77.76 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | 16.34 |
| Money Market | 0.00 |
| Cash / Call | 5.90 |
| Holdings | (%) |
|---|---|
| Top 5 | 31.57 |
| Top 10 | 49.04 |
| Sector | (%) |
|---|---|
| Top 3 | 43.91 |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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