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 | -4.6 | 22 |
| 3 mth | -2.6 | 18 |
| 6 mth | 8.3 | 14 |
| 1 year | 0.5 | 11 |
| 2 year | 11.6 | 6 |
| 3 year | 13.7 | 3 |
| 5 year | - | - |
# Moneycontrol Rank within 40 International / Global Commodities Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 7.1 | - | - | - | - |
| 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 |
| 2007 | - | - | 8.2 | 2.7 | 12.0 |
* 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 | -4.6 | -2.6 | 8.3 | 0.5 | 11.6 | 13.7 | -- |
| Category avg | -3.8 | -2.7 | 5.2 | -2.7 | 5.4 | 5.5 | 0.1 |
| Difference of Fund returns and Category returns | -0.8 | 0.1 | 3.1 | 3.2 | 6.2 | 8.2 | -- |
| Best of category | 0.7 | 10.5 | 25.1 | 34.3 | 19.4 | 21.5 | 4.4 |
| Worst of category | -10.0 | -14.9 | -13.6 | -16.9 | -6.2 | -0.7 | 4.4 |
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) | 54.59 (Mar-31-2012) |
| 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 | www.sundarammutual.com |
| International / Global Commodities | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR World Gold - RP (G) | Not Ranked |
937.83 | -10.9 | -11.4 | -5.3 | 8.9 | -- |
| Tata Indo-Global Infra (G) | Not Ranked |
651.30 | -7.7 | -2.7 | -12.7 | -0.7 | -- |
| Fidelity International Opp. -G | Not Ranked |
327.91 | -4.4 | 2.0 | -6.5 | 12.1 | 4.4 |
| HSBC Brazil Fund (G) | Not Ranked |
282.94 | -12.4 | 3.2 | -10.2 | -- | -- |
| Franklin Asian Equity Fund (G) | Not Ranked |
192.37 | -1.3 | 6.9 | 1.3 | 11.2 | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Others | Value (Rs cr) |
Asset % | |
|---|---|---|---|
| DB Tracker Emerging Markets Asia | - | 15.51 | |
| Fidelity South East Asia | - | 15.35 | |
| Schroders Emerging Asia | - | 9.62 | |
| Paribas Equity World Energy | - | 8.83 | |
| DB Tracker Latin America | - | 7.41 | |
| BlackRock Merrill Lynch Emerging Europe | - | 7.36 | |
| Nevsky Eastern European | - | 6.24 | |
| Parvest Latin America | - | 6.16 | |
| Martin Currie Global Resources | - | 5.56 | |
| Morgan Stanley Asian Property | - | 4.81 |
| Equity | 0.00 |
| Others | 90.04 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 9.96 |
| Holdings | (%) |
|---|---|
| Top 5 | 56.72 |
| Top 10 | 86.85 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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
Which sectors is Sundaram BNP MF betting on this year?
In an interview with CNBC-TV18, TP Raman, MD, Sundaram BNP MF, speaks about his reading of the mar ...
Mar 30, 2010 at 15:05 | Source: CNBC-TV18
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