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Sundaram Equity Plus (D)

PLAN: Regular OPTIONS: Dividend
11.158 0.5 (4.26%)

NAV as on 09 Dec, 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 Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 09 Dec, 2016)

Period Returns (%) Rank #
1 mth -4.8 134
3 mth -7.5 103
6 mth -1.3 130
1 year 6.1 118
2 year -0.2 117
3 year 4.9 131
5 year 5.2 68

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 1.2 - - - -
2015 1.7 -2.1 -3.9 0.5 -2.3
2014 3.6 8.2 -5.3 1.6 8.2
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

* 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 -4.8 -7.5 -1.3 6.1 -0.2 4.9 5.2
Category avg -2.5 -5.6 3.0 8.4 3.7 13.5 12.1
Difference of Fund returns and Category returns -2.3 -1.9 -4.3 -2.3 -3.9 -8.6 -6.9
Best of category 1.9 9.8 17.3 19.6 32.7 54.5 48.4
Worst of category -9.1 -12.8 -7.6 -16.7 -1.0 4.9 4.4
Benchmark returns # -1.0 -4.4 11.6 16.7 10.1 23.9 17.5
Difference of Fund returns and Benchmark returns -3.8 -3.1 -12.9 -10.6 -10.3 -19.0 -12.3
# 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%.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 16, 2011
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 46.36 (Sep-30-2016)
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 (%)
Birla SL Frontline Eqty-Direct (G) Not Ranked
2,596.94 -7.0 3.9 13.6 17.7 --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
1,928.11 -4.7 6.3 14.0 16.2 --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
9,738.73 -4.9 5.7 12.8 15.1 15.6
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 -4.7 6.3 13.9 16.2 16.6
HDFC Top 200 Fund (G) Rank 5
11,778.90 -3.8 7.7 14.8 15.1 14.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 3.51 7.30
HDFC Banking/Finance 2.48 5.16
ITC Tobacco 2.17 4.53
Reliance Oil & Gas 2.10 4.38
ICICI Bank Banking/Finance 1.94 4.04
SBI Banking/Finance 1.55 3.22
Infosys Technology 1.50 3.13
Larsen Engineering 1.48 3.07
IOC Oil & Gas 1.42 2.96
Kotak Mahindra Banking/Finance 1.23 2.56

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 24.86 22.21 20.15
Oil & Gas 8.18 6.60 6.32
Technology 6.51 14.64 13.39
Automotive 6.08 5.65 5.38
Tobacco 4.53 4.70 3.98
Engineering 3.07 2.94 2.28

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 66.82
Others -0.92
Debt 0.00
Mutual Funds 28.84
Money Market 4.58
Cash / Call 0.72

View All

Concentration

Holdings (%)
Top 5 25.41
Top 10 40.35
Sector (%)
Top 3 39.55

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