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Sundaram Growth Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
122.025 0.47 (0.39%)

NAV as on 16 Sep, 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

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Benchmark Index:
 
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Returns (NAV as on 16 Sep, 2016)

Period Returns (%) Rank #
1 mth 1.6 7
3 mth 9.8 5
6 mth 17.0 33
1 year 4.5 129
2 year -0.4 129
3 year 12.0 124
5 year - -

# Moneycontrol Rank within 146 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.0 - - - -
2015 1.9 -6.8 -9.1 -14.1 -23.2
2014 6.1 16.1 3.3 4.8 33.9
2013 -11.3 1.3 -4.3 11.8 -1.5

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 1.6 9.8 17.0 4.5 -0.4 12.0 --
Category avg -0.3 6.0 13.8 9.9 8.6 19.2 12.9
Difference of Fund returns and Category returns 1.9 3.8 3.2 -5.4 -9.0 -7.2 --
Best of category 1.9 15.0 34.3 33.3 40.0 61.0 42.9
Worst of category -1.9 -7.7 -7.6 -16.7 -0.8 8.6 4.4
Benchmark returns # -0.9 5.9 14.4 11.0 7.0 17.7 12.9
Difference of Fund returns and Benchmark returns 2.5 3.9 2.6 -6.5 -7.4 -5.7 --
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 5.87 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend N.A. 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 2.00%
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
2,084.56 7.2 17.3 15.4 24.3 --
HDFC Top 200 Fund (G) Rank 5
10,941.31 8.0 18.5 13.2 21.9 14.3
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,820.49 6.6 18.0 13.5 19.6 15.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
1,664.39 6.9 18.6 14.6 20.7 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 6.9 18.6 14.6 20.7 16.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 12.91 7.36
HDFC Banking/Finance 11.24 6.41
ITC Tobacco 10.92 6.22
Infosys Technology 10.36 5.90
ICICI Bank Banking/Finance 7.48 4.26
Reliance Oil & Gas 7.42 4.23
Larsen Engineering 6.20 3.53
Tata Motors Automotive 6.02 3.43
TCS Technology 5.27 3.00
Axis Bank Banking/Finance 4.89 2.79

Full Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 27.67 27.27 26.71
Technology 11.87 15.73 14.91
Automotive 9.80 10.33 7.39
Tobacco 6.22 6.19 5.90
Pharmaceuticals 5.93 7.33 6.10
Oil & Gas 5.64 8.89 7.01

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 84.70
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 17.00
Cash / Call -1.69

View All

Concentration

Holdings (%)
Top 5 30.15
Top 10 47.13
Sector (%)
Top 3 49.34

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