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Sundaram Growth Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
120.975 1.6 (1.31%)

NAV as on 27 Apr, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Large Cap category by Crisil (for quarter ended Mar 2014) down from Rank 4 last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Close Sundaram India Leadership Fund has been merge with Sundaram Growth Fund with effective from July 11, 2012.
Benchmark Index:
 
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Returns (NAV as on 27 Apr, 2015)

Period Returns (%) Rank #
1 mth -7.5 130
3 mth -11.8 128
6 mth -1.4 127
1 year 17.8 123
2 year 15.0 123
3 year 12.8 62
5 year 7.4 58

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.7 - - - -
2014 5.8 15.8 3.2 4.6 -
2013 -10.7 1.3 -4.4 11.7 -1.1
2012 15.2 -3.2 8.8 4.5 29.3
2011 -9.5 -1.4 -11.5 -6.9 -27.6
2010 -3.9 2.5 16.7 -0.8 15.9

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 -7.5 -11.8 -1.4 17.8 15.0 12.8 7.4
Category avg -2.9 -5.9 5.3 30.0 22.0 16.5 8.9
Difference of Fund returns and Category returns -4.6 -5.9 -6.7 -12.2 -7.0 -3.7 -1.5
Best of category 1.9 1.6 20.0 59.4 39.4 31.0 15.9
Worst of category -7.5 -11.8 -1.5 8.0 10.4 7.7 4.3
Benchmark returns # -2.5 -6.2 5.2 26.8 20.5 17.6 9.4
Difference of Fund returns and Benchmark returns -5.0 -5.6 -6.6 -9.0 -5.5 -4.8 -2.0
Sundaram Growth Fund - Regular Plan (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# 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 Growth
Launch date Apr 24, 1997
Benchmark S&P BSE 200
Asset Size (Rs cr) 791.86 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.3.00 (May-15-2000) View Dividend History
Bonus N.A.
Fund Manager J Venkatesan
View performance of schemes managed by the Fund Manager
Notes Sundaram India Leadership Fund has been merge with Sundaram Growth Fund with effective from July 11, 2012.

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 3
33,395.81 -8.0 2.1 30.8 19.3 12.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,131.08 -6.8 4.0 32.0 21.2 15.0
Birla SL Frontline Equity (G) Rank 2
7,900.44 -5.8 7.7 35.9 24.3 14.2
UTI Opportunities Fund (G) Rank 3
8,195.25 -7.5 3.9 33.1 19.4 14.6
UTI Equity Fund (G) Rank 2
4,669.61 -6.3 5.6 37.5 22.2 15.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 54.53 8.03
Infosys Technology 31.17 4.59
HDFC Banking/Finance 30.83 4.54
HDFC Bank Banking/Finance 29.81 4.39
ITC Tobacco 24.11 3.55
Larsen Engineering 22.14 3.26
Reliance Oil & Gas 21.12 3.11
TCS Technology 17.32 2.55
Axis Bank Banking/Finance 16.23 2.39
Bajaj Finserv Banking/Finance 15.21 2.24

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 26.80 51.58 21.08
Technology 9.72 25.62 9.49
Automotive 5.07 14.98 5.07
Oil & Gas 4.59 16.14 4.59
Pharmaceuticals 3.97 9.74 3.96
Engineering 3.68 9.90 3.68

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 66.91
Others 1.11
Debt 7.01
Mutual Funds 30.15
Money Market 2.31
Cash / Call -7.51

View All

Concentration

Holdings (%)
Top 5 25.10
Top 10 38.65
Sector (%)
Top 3 41.59

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