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Sundaram Growth Fund - Institunal Plan (D)

10.913
0.05 (0.44%)
NAV as on May-25-2012

Fund Family Sundaram Mutual Fund

Fund Class

Not Ranked

This scheme is not ranked by CRISIL.
View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on May-25-2012)

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

# Moneycontrol Rank within 35 Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2012 15.9 - - - -
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 ()

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg 0.6 -7.3 8.2 -27.1 -- -6.1 --
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category -6.9 -7.3 -7.8 -27.1 -- -6.1 --
Worst of category 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Benchmark returns # -5.7 -6.3 4.5 -9.5 -0.8 5.6 2.8
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: 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 BSE-200
Asset Size (Rs cr) 0.00 (Mar-31-2012)
Minimum Investment Rs.10000000
Last Dividend N.A.
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 www.sundarammutual.com

Peer Comparison

Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Sundaram Capex Oppor.- IP (G) Not Ranked
0.32 0.0 0.0 -- -- --
ICICI Pru Real Est-Sec -RP (G) Not Ranked
303.28 0.0 0.0 -- -- --
Mirae Ultra STBF - SIP (G) Not Ranked
257.04 0.0 0.0 -- -- --
Mirae Liquid Fund - SIP (G) Not Ranked
231.07 0.0 0.0 -- -- --
Templeton (I) TMA- Liquid (G) Not Ranked
41.93 0.0 0.0 -- -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 12)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance - 5.45
Axis Bank Banking/Finance - 4.43
SBI Banking/Finance - 4.16
TCS Technology - 4.05
Cairn India Oil & Gas - 3.99
Bharti Airtel Telecom - 3.83
Infosys Technology - 3.78
Tata Motors (D) Automotive - 3.30
Grasim Conglomerates - 3.16
ONGC Oil & Gas - 3.16

Full Portfolio

Sector Allocation (Apr 30, 12)

Sector %

1-Year

HighLow

Banking/Finance 20.84 23.66 18.85
Oil & Gas 14.57 15.29 13.27
Technology 11.17 12.86 5.37
Automotive 9.57 9.57 6.15
Engineering 8.33 9.28 5.44
Food & Beverage 4.87 4.87 1.00

View All Sectors

Asset Allocation (%)(Apr 30, 12)

Equity 96.62
Others 0.00
Debt 0.05
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.34

View All

Concentration

Holdings (%)
Top 5 22.08
Top 10 39.31
Sector (%)
Top 3 46.58

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