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Sundaram TOP 100 - Series IV - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
14.063 0 (0.01%)

NAV as on 30 Jan, 2018

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : RGESS
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2018) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close The tenure of the scheme shall be three years.
Benchmark Index:
 
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Returns (NAV as on 30 Jan, 2018)

Period Returns (%) Rank #
1 mth 3.1 1
3 mth 4.4 5
6 mth 6.9 3
1 year 27.7 1
2 year 22.8 3
3 year - -
5 year - -

# Moneycontrol Rank within 18 RGESS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 3.9 - - - -
2017 14.6 4.0 2.6 5.2 31.7
2016 -5.4 7.6 7.1 -7.7 3.4
2015 1.3 -2.3 -3.6 0.9 -0.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (RGESS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.1 4.4 6.9 27.7 22.8 -- --
Category avg -0.4 0.9 2.7 14.4 15.1 3.0 --
Difference of Fund returns and Category returns 3.5 3.5 4.2 13.3 7.7 -- --
Best of category 3.1 8.1 7.6 27.7 26.3 10.7 --
Worst of category -6.3 -4.5 -4.1 7.4 15.1 7.2 0.00
Benchmark returns # 2.4 5.7 1.8 11.0 15.3 9.5 14.7
Difference of Fund returns and Benchmark returns 0.7 -1.3 5.1 16.7 7.5 -- --
# Benchmark Index: NIFTY 100

Investment Info

Investment Objective

Scheme details

Fund Type Close-Ended
Investment Plan Growth
Launch date Jan 16, 2015
Benchmark NIFTY 100
Asset Size (Rs cr) 0.12 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager S Krishnakumar / Avinash Agarwal
View performance of schemes managed by the Fund Manager
Notes The tenure of the scheme shall be three years.

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583366
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

RGESS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Focused Equity Fund - Plan B-DP (G) Not Ranked
4.38 -2.2 -3.8 8.5 10.7 --
HDFC Focused Equity Fund - Plan B-RP (G) Not Ranked
552.67 -2.3 -4.1 7.9 10.1 --
HDFC Focused Equity Fund - Plan A-DP (G) Not Ranked
4.53 -2.4 5.5 15.5 9.9 --
HDFC Focused Equity Fund - Plan A-RP (G) Not Ranked
119.22 -2.6 5.2 14.8 9.3 --
ABSL Focused Equity-Sr 5-RP (G) Not Ranked
116.36 -4.5 3.6 12.2 7.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.03 9.60
Reliance Oil & Gas 0.02 7.10
Bajaj Finserv Banking/Finance 0.02 6.72
Kotak Mahindra Banking/Finance 0.02 6.32
ICICI Bank Banking/Finance 0.02 5.13
Maruti Suzuki Automotive 0.02 4.86
Infosys Technology 0.02 4.55
ITC Tobacco 0.02 4.35
BPCL Oil & Gas 0.02 4.31
Larsen Engineering 0.01 3.99

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 35.46 0.00 0.00
Oil & Gas 14.82 0.00 0.00
Automotive 13.56 0.00 0.00
Engineering 8.15 0.00 0.00
Technology 4.55 0.00 0.00
Tobacco 4.35 0.00 0.00

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 96.54
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.45

View All

Concentration

Holdings (%)
Top 5 34.87
Top 10 56.93
Sector (%)
Top 3 63.84

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