Sundaram Growth Fund - Regular Plan (D)
Fund Family Sundaram Mutual Fund
Fund Class Diversified Equity
SNAPSHOT
Performance
Investment Info
Peers
Portfolio
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Average performance in the category
The scheme is ranked 3 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -5.6 | 74 |
| 3 mth | -7.3 | 83 |
| 6 mth | -0.9 | 74 |
| 1 year | -11.4 | 79 |
| 2 year | -1.0 | 52 |
| 3 year | 7.7 | 61 |
| 5 year | 2.3 | 53 |
# Moneycontrol Rank within 101 Diversified Equity Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 15.2 | - | - | - | - |
| 2011 | -9.2 | -1.1 | -11.2 | -6.8 | -26.8 |
| 2010 | -19.0 | 2.5 | 16.7 | -0.7 | -2.3 |
| 2009 | -13.8 | 50.0 | 21.7 | -0.2 | 67.6 |
| 2008 | -32.4 | -10.2 | -4.5 | -24.9 | -57.8 |
| 2007 | -9.5 | 20.7 | 19.9 | -3.6 | 23.2 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Diversified Equity)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -5.6 | -7.3 | -0.9 | -11.4 | -1.0 | 7.7 | 2.3 |
| Category avg | -4.6 | -4.6 | 1.9 | -7.4 | -0.1 | 8.6 | 3.0 |
| Difference of Fund returns and Category returns | -1.0 | -2.7 | -2.8 | -4.0 | -0.9 | -0.9 | -0.7 |
| Best of category | 0.4 | 3.4 | 11.7 | 8.8 | 14.6 | 25.0 | 11.9 |
| Worst of category | -8.8 | -11.7 | -9.2 | -20.4 | -8.1 | -21.1 | -5.9 |
| Benchmark returns # | -5.7 | -6.3 | 4.5 | -9.5 | -0.8 | 5.6 | 2.8 |
| Difference of Fund returns and Benchmark returns | 0.1 | -1.0 | -5.4 | -1.9 | -0.2 | 2.1 | -0.5 |
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 | Apr 24, 1997 |
| Benchmark | BSE-200 |
| Asset Size (Rs cr) | 160.69 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.2.00 (Feb-19-2010) 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 |
| sundarammutual@sundarammutual.com | |
| Website | www.sundarammutual.com |
Peer Comparison
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR Equity Fund - RP (D) | Not Ranked |
1,229.08 | -6.6 | 0.8 | -8.7 | 9.0 | 6.1 |
| DSP-BR Equity Fund - Inst | Not Ranked |
155.82 | -4.2 | 3.4 | -6.1 | 4.2 | -- |
| DSP-BR Equity Fund - RP (G) | Rank 3 |
1,166.24 | -4.3 | 3.2 | -6.5 | 12.6 | 8.3 |
| Franklin India Prima Plus (G) | Rank 3 |
1,828.81 | -4.9 | 0.8 | -5.1 | 11.0 | 6.4 |
| Franklin (I) Flexi Cap (G) | Rank 3 |
1,771.36 | -7.2 | -0.3 | -10.0 | 10.8 | 5.4 |
| * 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 |
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 |
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 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 22.08 |
| Top 10 | 39.31 |
| Sector | (%) |
|---|---|
| Top 3 | 46.58 |
News & Videos
News
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
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Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
-
Which sectors is Sundaram BNP MF betting on this year?
In an interview with CNBC-TV18, TP Raman, MD, Sundaram BNP MF, speaks about his reading of the mar ...
Mar 30, 2010 at 15:05 | Source: CNBC-TV18
Videos
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Oct 25, 2011
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Oct 25, 2011
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Oct 25, 2011
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