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Sundaram Growth Fund - Institunal Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
11.288 0.06 (0.56%)

NAV as on 28 Aug, 2015

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 Nov 1999) 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 28 Aug, 2015)

Period Returns (%) Rank #
1 mth - -
3 mth - -
6 mth - -
1 year - -
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 132 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -24.1 -6.8 - - -
2014 5.9 4.0 3.3 4.8 -
2013 -10.1 1.4 -4.3 11.7 -0.2
2012 15.9 -2.7 8.1 5.6 31.5
2011 6.6 -0.8 -10.9 -6.3 -13.1

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 -- -- -- -- -- -- --
Category avg -5.0 -2.9 -7.1 6.2 25.5 16.5 8.1
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 1.9 4.9 3.5 22.6 45.0 30.8 14.2
Worst of category -10.4 -7.5 -13.2 -7.5 10.5 7.3 3.4
Benchmark returns # -6.1 -4.5 -8.3 2.9 23.7 16.6 7.9
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equityrelated instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date May 20, 2009
Benchmark S&P BSE 200
Asset Size (Rs cr) 0.00 (Jun-30-2015)
Minimum Investment Rs.10000000
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 - Direct (G) Not Ranked
911.48 -4.8 -9.7 -- -- --
HDFC Top 200 Fund (G) Rank 5
12,486.28 -5.0 -9.9 -0.6 19.0 9.4
ICICI Pru Focused. Blue -Direct (G) Not Ranked
948.46 -2.8 -7.7 6.6 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,941.44 -3.0 -8.1 5.6 20.4 12.7
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 -2.8 -7.7 6.6 21.5 13.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 16.04 6.09
Infosys Technology 15.78 5.99
HDFC Banking/Finance 15.51 5.89
ITC Tobacco 13.42 5.09
ICICI Bank Banking/Finance 12.70 4.82
Reliance Oil & Gas 12.13 4.60
Larsen Engineering 10.82 4.11
TCS Technology 9.48 3.60
Axis Bank Banking/Finance 7.09 2.69
Sun Pharma Pharmaceuticals 6.39 2.42

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 26.55 51.58 24.33
Technology 13.06 25.62 9.72
Automotive 7.90 14.98 5.07
Oil & Gas 7.33 16.14 4.59
Pharmaceuticals 5.99 9.74 3.97
Tobacco 5.09 10.58 3.55

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 83.82
Others 13.95
Debt 0.00
Mutual Funds N.A
Money Market 2.11
Cash / Call 0.11

View All

Concentration

Holdings (%)
Top 5 27.88
Top 10 45.30
Sector (%)
Top 3 47.51

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