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you are here: Moneycontrol Mutual Funds Large Cap Sundaram Mutual Fund Sundaram Growth Fund - Institunal Plan (D)

Sundaram Growth Fund - Institunal Plan (D)

Previous Name:
Plan: | Option: Dividend | Type : Open-Ended
Buy
11.398 0.04 ( 0.39 %)
NAV as on 16 Sep, 2016
Crisil MF Rank
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FUND CLASS
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Not Ranked

The scheme is Not Ranked in Large Cap category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Sep 16, 2016)
Period Returns(%) Rank#
1 Month - -
3 Months - -
6 Months - -
1 Year - -
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 146 Large Cap Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.0 7.2 5.9 - 11.0
2015 -24.1 -6.8 -9.1 -14.1 -42.8
2014 5.9 4.0 3.3 4.8 19.7
2013 -10.1 1.4 -4.3 11.7 -0.2
2012 15.9 -2.7 8.1 5.6 31.5

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0 0 0 0 0 0 0
Category average 1.5 3.6 -1.2 8.7 14.6 10 16.1
Difference of Fund returns and Category returns 0 0 0 0 0 0 0
Best of Category 5 9.7 4.6 20.9 25.7 15.7 35.2
Worst of Category -0.1 -1.1 -22.9 -9.5 9.5 6.1 9.1
Benchmark returns # 2.1 5.6 0.3 11.4 16.1 10.1 15.8
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0
# Benchmark Index:

Investment Information

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equityrelated instruments.

Registrars
Load Details
  • Entry Load:

    N.A

  • Exit Load:

    2.00%

  • Load Comments:

    Exit Load 2% if redeemed within 12 months from the date of allotment.

Contact Details
  • Regd. Office:

    N.A.

  • Tel No.:

  • Email:

  • Website:

  • Fax No.:

peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan (G) 4,905.24 228.2 4.3 -1.8 8.3 11.1 19.0
SBI Blue Chip Fund - Direct Plan (G) 4,528.36 40.3 4.2 -0.9 9.6 11.8 20.3
Kotak Standard Multicap Fund - Direct Plan (G) 4,429.48 35 5.1 -1.0 9.6 14.6 23.0
ICICI Prudential Bluechip Fund (G) 12,639.52 40.2 4.3 -1.7 11.4 11.3 17.7
SBI Blue Chip Fund (G) 13,264.78 38.3 3.9 -1.5 8.4 10.6 19.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Aug 31, 2016
Company Sector Value %Assets
HDFC Bank Banking/Finance 12.91 7.36
HDFC Banking/Finance 11.24 6.41
ITC Tobacco 10.36 6.22
Infosys Technology 10.92 5.90
ICICI Bank Banking/Finance 7.42 4.26
Reliance Oil & Gas 7.48 4.23
Larsen Engineering 6.02 3.53
Tata Motors Automotive 5.27 3.43
TCS Technology 6.20 3.00
Axis Bank Banking/Finance 4.89 2.79
Asset Allocation (%) As on Aug 31, 2016
Equity 84.70
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 17.00
Cash / Call -1.69
Sector Allocation (%) As on Aug 31, 2016
Sector %
Banking/Finance 27.67
Technology 11.87
Automotive 9.80
Tobacco 6.22
Pharmaceuticals 5.93
Oil & Gas 5.64
Concentration As on Aug 31, 2016
Holdings %
Top 5 30.15
Top 10 84.7
Sectors %
Top 3 49.34
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