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Sundaram Growth Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
111.120 1.79 (1.64%)

NAV as on 27 May, 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 Mar 2016) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

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 May, 2016)

Period Returns (%) Rank #
1 mth 4.9 4
3 mth 18.3 16
6 mth 2.3 42
1 year -10.2 115
2 year -0.3 116
3 year 6.0 115
5 year 4.4 60

# Moneycontrol Rank within 133 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.0 - - - -
2015 1.7 -7.0 -9.2 -14.1 -23.6
2014 5.8 15.8 3.2 4.6 32.8
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

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 4.9 18.3 2.3 -10.2 -0.3 6.0 4.4
Category avg 2.9 14.8 1.3 -0.6 9.3 13.4 8.9
Difference of Fund returns and Category returns 2.0 3.5 1.0 -9.6 -9.6 -7.4 -4.5
Best of category 8.0 22.0 6.2 15.5 26.8 27.9 17.3
Worst of category -0.4 -7.7 -7.6 -16.7 -0.7 6.9 4.1
Benchmark returns # 4.0 17.0 2.5 -2.3 8.1 12.0 8.8
Difference of Fund returns and Benchmark returns 0.9 1.3 -0.2 -7.9 -8.4 -6.0 -4.4
# 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) 223.11 (Dec-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 (%)
Birla SL Frontline Eqty-Direct (G) Not Ranked
1,400.59 11.7 4.3 2.4 19.5 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 17.2 1.7 1.6 16.7 13.6
Birla SL Frontline Equity (G) Rank 2
8,774.26 11.4 3.7 1.4 18.4 13.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 11.7 1.5 -0.3 16.4 12.4
HDFC Top 200 Fund - Direct (G) Not Ranked
1,021.49 14.5 -0.2 -3.3 15.1 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 15.83 7.85
HDFC Bank Banking/Finance 14.15 7.02
ITC Tobacco 11.70 5.80
HDFC Banking/Finance 10.88 5.40
Reliance Oil & Gas 9.83 4.87
TCS Technology 8.87 4.40
ICICI Bank Banking/Finance 8.41 4.17
Larsen Engineering 6.52 3.23
Tata Motors Automotive 6.13 3.04
Sun Pharma Pharmaceuticals 5.76 2.86

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 26.40 27.27 26.55
Technology 15.73 15.73 12.75
Automotive 10.28 8.08 7.39
Oil & Gas 7.54 8.89 7.33
Pharmaceuticals 6.92 7.33 5.99
Tobacco 5.80 6.19 5.09

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 90.69
Others 9.07
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.27

View All

Concentration

Holdings (%)
Top 5 30.94
Top 10 48.64
Sector (%)
Top 3 52.41

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