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Sundaram Growth Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
9.439 0.1 (1.01%)

NAV as on 29 Apr, 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 Dec 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 29 Apr, 2016)

Period Returns (%) Rank #
1 mth -1.4 127
3 mth 2.1 112
6 mth -6.7 122
1 year -12.5 124
2 year 2.1 123
3 year 5.1 121
5 year - -

# Moneycontrol Rank within 141 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.0 - - - -
2015 -25.2 -6.8 -9.1 -14.1 -43.7
2014 6.2 3.6 3.3 4.8 19.6
2013 -11.2 1.4 -4.3 11.8 -1.5

View where it stands within its peers

* Returns over 1 year are Annualised

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 -1.4 2.1 -6.7 -12.5 2.1 5.1 --
Category avg 2.1 3.4 -2.1 -1.8 13.2 13.2 7.8
Difference of Fund returns and Category returns -3.5 -1.3 -4.6 -10.7 -11.1 -8.1 --
Best of category 6.5 7.3 4.0 15.5 32.2 27.6 17.0
Worst of category -1.4 -7.7 -8.6 -16.7 1.6 4.6 2.4
Benchmark returns # 4.0 4.1 -2.9 -3.5 10.9 11.8 7.0
Difference of Fund returns and Benchmark returns -5.4 -2.0 -3.8 -9.0 -8.8 -6.7 --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 5.83 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.4.20 (Mar-25-2015) View Dividend History
Bonus N.A.
Fund Manager J Venkatesan
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 (%)
HDFC Top 200 Fund (G) Rank 4
11,651.77 6.9 -3.3 -5.1 12.8 8.3
Birla SL Frontline Equity (G) Rank 2
8,774.26 4.5 -0.9 -- 16.9 12.4
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 4.7 -1.3 -0.8 15.6 11.2
Franklin India Bluechip (G) Rank 3
5,169.98 6.0 -0.5 2.1 14.5 10.2
UTI Opportunities Fund (G) Rank 4
4,526.90 4.9 -4.0 -7.0 12.3 10.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 0.44 8.02
Infosys Technology 0.44 8.02
HDFC Bank Banking/Finance 0.38 6.86
HDFC Bank Banking/Finance 0.38 6.86
ITC Tobacco 0.34 6.17
ITC Tobacco 0.34 6.17
HDFC Banking/Finance 0.32 5.87
HDFC Banking/Finance 0.32 5.87
Reliance Oil & Gas 0.30 5.46
Reliance Oil & Gas 0.30 5.46

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 54.40 27.27 26.55
Technology 31.46 15.70 12.75
Oil & Gas 15.98 8.89 7.22
Automotive 15.32 8.08 7.39
Pharmaceuticals 12.48 7.33 5.82
Tobacco 12.34 6.19 5.09

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 88.33
Others 10.98
Debt 0.00
Mutual Funds N.A
Money Market 0.12
Cash / Call 0.60

View All

Concentration

Holdings (%)
Top 5 35.93
Top 10 64.76
Sector (%)
Top 3 101.84

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