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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class International / Global Commodities
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -1.9 | 22 |
| 3 mth | -0.4 | 28 |
| 6 mth | 1.1 | 20 |
| 1 year | 11.9 | 22 |
| 2 year | 8.0 | 14 |
| 3 year | 10.8 | 10 |
| 5 year | 4.2 | 8 |
# Moneycontrol Rank within 41 International / Global Commodities Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -0.1 | - | - | - | - |
| 2012 | 7.1 | 0.5 | 1.3 | 7.3 | 18.7 |
| 2011 | 2.4 | -2.3 | -15.9 | 15.9 | -2.2 |
| 2010 | -1.6 | -8.7 | 12.7 | 6.8 | 9.4 |
| 2009 | 2.3 | 18.0 | 20.9 | -0.2 | 61.7 |
| 2008 | -10.3 | 7.3 | -20.4 | -24.0 | -41.6 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (International / Global Commodities)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -1.9 | -0.4 | 1.1 | 11.9 | 8.0 | 10.8 | 4.2 |
| Category avg | -0.5 | 0.9 | -0.9 | 7.2 | 4.7 | 4.0 | 1.4 |
| Difference of Fund returns and Category returns | -1.4 | -1.3 | 2.0 | 4.7 | 3.3 | 6.8 | 2.8 |
| Best of category | 11.8 | 13.7 | 18.6 | 32.4 | 31.8 | 18.9 | 7.8 |
| Worst of category | -8.7 | -19.7 | -35.3 | -38.2 | -20.1 | -15.9 | -3.5 |
Investment Objective
To achieve capital appreciation by investing in units of overseas mutual funds and exchange traded funds, domestic money market instruments. Income generation may only be a secondary objective The Schemes do not guarantee / indicate any returns.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jul 31, 2007 |
| Benchmark | N.A |
| Asset Size (Rs cr) | 48.75 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | S Bharath 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 |
| International / Global Commodities | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Tata Indo-Global Infra (G) | Not Ranked |
517.59 | -0.3 | -7.9 | 2.6 | -4.5 | -1.5 |
| DSP-BR World Gold - RP (G) | Not Ranked |
589.95 | -19.7 | -35.3 | -33.6 | -10.6 | -3.5 |
| JPMorgan Asean Equity Off-shore | Not Ranked |
279.06 | 5.2 | 14.4 | 32.4 | -- | -- |
| L&T Indo Asia Fund (G) | Not Ranked |
283.61 | 1.9 | -1.7 | 13.4 | 5.8 | 7.5 |
| FT (I) Feeder-Franklin US Opp. (G) | Not Ranked |
191.56 | 11.6 | 18.6 | 22.7 | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Others | Value (Rs cr) |
Asset % | |
|---|---|---|---|
| Fidelity South East Asia | 4.95 | 10.95 | |
| DB Tracker Emerging Markets Asia | 4.79 | 10.58 | |
| Templeton Asia | 4.57 | 10.10 | |
| Paribas Equity World Energy | 4.46 | 9.86 | |
| Parvest Latin America | 2.87 | 6.34 | |
| Morgan Stanley Asian Property | 2.77 | 6.13 | |
| DB Tracker Latin America | 2.52 | 5.57 | |
| Nevsky Eastern European | 1.98 | 4.38 | |
| First State Global Resources | 1.94 | 4.28 | |
| Morgan Stanley Global Property | 1.83 | 4.04 |
| Equity | 0.00 |
| Others | 72.23 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 27.78 |
| Holdings | (%) |
|---|---|
| Top 5 | 47.83 |
| Top 10 | 72.23 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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
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