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Sundaram Growth Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
10.455 0.01 (0.05%)

NAV as on 23 Aug, 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 Jun 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 23 Aug, 2016)

Period Returns (%) Rank #
1 mth -1.2 125
3 mth 14.5 29
6 mth 23.0 88
1 year 0.7 124
2 year -1.7 124
3 year 12.4 119
5 year 7.5 64

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.1 - - - -
2015 -24.6 -6.9 -9.2 -14.1 -43.3
2014 5.8 3.4 3.2 4.6 18.5
2013 -10.7 1.3 -4.3 11.7 -1.1
2012 15.2 -3.2 8.8 4.5 29.3
2011 -9.2 -1.1 -11.2 -6.8 -26.8

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 -1.2 14.5 23.0 0.7 -1.7 12.4 7.5
Category avg 0.9 11.6 22.3 11.0 8.5 19.9 12.3
Difference of Fund returns and Category returns -2.1 2.9 0.7 -10.3 -10.2 -7.5 -4.8
Best of category 4.5 23.7 50.3 31.7 25.8 33.4 21.7
Worst of category -1.2 -7.7 -7.6 -16.7 -1.7 8.8 4.4
Benchmark returns # 0.6 13.0 23.5 12.7 7.3 19.5 12.6
Difference of Fund returns and Benchmark returns -1.8 1.5 -0.5 -12.0 -9.0 -7.1 -5.1
# 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 Apr 24, 1997
Benchmark S&P BSE 200
Asset Size (Rs cr) 199.01 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.4.20 (Mar-25-2015) View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani
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 2.00%
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 (%)
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,820.49 13.9 26.8 14.0 21.8 16.3
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 14.1 27.3 15.2 22.9 17.4
Birla SL Frontline Equity (G) Rank 1
9,364.34 13.8 27.0 16.2 25.2 18.1
Birla SL Frontline Eqty-Direct (G) Not Ranked
2,084.56 14.1 27.7 17.4 26.3 --
HDFC Top 200 Fund (G) Rank 5
10,941.31 17.3 33.1 14.4 23.2 14.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 29, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 14.95 6.89
HDFC Banking/Finance 13.34 6.15
Infosys Technology 12.89 5.94
ITC Tobacco 12.62 5.82
Reliance Oil & Gas 9.95 4.59
ICICI Bank Banking/Finance 9.11 4.20
TCS Technology 8.38 3.86
Larsen Engineering 7.75 3.57
Tata Motors Automotive 6.79 3.13
Sun Pharma Pharmaceuticals 5.39 2.49

Full Portfolio

Sector Allocation (Jul 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 27.13 27.27 26.71
Technology 12.78 15.73 14.91
Automotive 10.42 10.33 7.39
Oil & Gas 7.04 8.89 7.01
Pharmaceuticals 5.99 7.33 6.10
Tobacco 5.82 6.19 5.90

View All Sectors

Asset Allocation (%)(Jul 29, 16)

Equity 87.05
Others 11.84
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.14

View All

Concentration

Holdings (%)
Top 5 29.39
Top 10 46.64
Sector (%)
Top 3 50.33

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