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Sundaram Equity Plus (G) SET SMS ALERT

13.194
0.12 (0.92%)
NAV as on Sep-01-2014
NAV as on Sep-01-2014

Fund Family Sundaram Mutual Fund

Fund Class Large Cap

Forms
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Sep-01-2014)

Period Returns (%) Rank #
1 mth 3.8 132
3 mth 8.0 133
6 mth 15.6 145
1 year 22.6 143
2 year 12.2 77
3 year 8.0 73
5 year - -

# Moneycontrol Rank within Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.6 8.2 - - -
2013 -5.5 -0.5 2.0 3.1 0.3
2012 8.2 -1.6 5.7 1.0 14.2
2011 - -0.2 1.7 -4.4 -3.2

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 3.8 8.0 15.6 22.6 12.2 8.0 --
Category avg 4.9 10.3 31.4 47.7 12.5 8.3 5.6
Difference of Fund returns and Category returns -1.1 -2.3 -15.8 -25.1 -0.3 -0.3 --
Best of category 8.4 27.1 57.8 84.2 35.2 23.0 18.9
Worst of category 2.6 4.5 -64.2 -60.0 12.2 8.0 3.7
Benchmark returns # 5.3 9.3 45.8 69.2 26.6 15.6 13.4
Difference of Fund returns and Benchmark returns -1.5 -1.3 -30.2 -46.6 -14.4 -7.6 --
# Benchmark Index: CNX Midcap

Investment Info

Investment Objective

Seek capital appreciation by investing in equity and equity-related instruments listed in India to the extent of at least 65% and in gold-ETF up to 35%.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date May 16, 2011
Benchmark CNX Midcap
Asset Size (Rs cr) 75.31 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Srividhya Rajesh / Shiv Chanani
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
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
11,265.42 9.1 42.9 67.5 19.8 15.9
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 9.3 43.3 68.5 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 10.7 33.8 52.1 21.0 18.0
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 10.9 34.3 53.3 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 10.9 34.3 53.4 22.0 18.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 51.49 7.15
Infosys Technology 43.78 6.08
HDFC Bank Banking/Finance 41.70 5.79
Reliance Oil & Gas 40.26 5.59
HDFC Banking/Finance 37.39 5.19
Larsen Engineering 36.07 5.01
SBI Banking/Finance 29.27 4.06
ITC Tobacco 28.48 3.95
TCS Technology 25.80 3.58
Tata Motors Automotive 19.11 2.65

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 25.38 25.38 14.32
Technology 13.81 17.92 12.66
Oil & Gas 9.74 9.74 7.02
Automotive 6.45 6.45 4.02
Pharmaceuticals 5.46 9.29 4.68
Engineering 5.01 5.38 2.83

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 79.43
Others -1.80
Debt 0.00
Mutual Funds 19.39
Money Market 0.00
Cash / Call 2.98

View All

Concentration

Holdings (%)
Top 5 29.80
Top 10 49.05
Sector (%)
Top 3 48.93

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