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Sundaram Growth Fund - Regular Plan (G) SET SMS ALERT

115.804
1.44 (1.23%)
NAV as on Aug-01-2014

Fund Family Sundaram Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Mar 2014) down from Rank 3 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Sundaram India Leadership Fund has been merge with Sundaram Growth Fund with effective from July 11, 2012.
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Aug-01-2014)

Period Returns (%) Rank #
1 mth -3.6 133
3 mth 14.1 124
6 mth 27.7 109
1 year 36.5 103
2 year 17.6 69
3 year 8.6 70
5 year 8.4 58

# Moneycontrol Rank within 157 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.8 15.8 - - -
2013 -10.7 1.3 -4.4 11.7 -1.1
2012 15.2 -3.2 8.8 4.5 29.3
2011 -9.5 -1.4 -11.5 -6.9 -27.6
2010 -3.9 2.5 16.7 -0.8 15.9
2009 -13.8 50.0 21.7 -0.2 67.6

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 -3.6 14.1 27.7 36.5 17.6 8.6 8.4
Category avg -1.9 16.0 29.0 37.7 11.0 6.2 5.1
Difference of Fund returns and Category returns -1.7 -1.9 -1.3 -1.2 6.6 2.4 3.3
Best of category 3.8 28.7 54.3 68.3 28.7 19.1 20.2
Worst of category -4.8 2.7 -64.8 -62.9 9.9 7.1 2.4
Benchmark returns # -1.1 15.3 29.6 37.5 20.9 11.1 9.8
Difference of Fund returns and Benchmark returns -2.5 -1.2 -1.9 -1.0 -3.3 -2.5 -1.4
Sundaram Growth Fund - Regular Plan (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# 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 Growth
Launch date Apr 24, 1997
Benchmark S&P BSE 200
Asset Size (Rs cr) 173.77 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.3.00 (May-15-2000) View Dividend History
Bonus N.A.
Fund Manager J Venkatesan
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 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 19.1 39.2 55.8 14.0 14.1
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 16.6 30.6 42.8 15.3 16.1
Birla SL Frontline Equity (G) Rank 2
4,803.24 17.3 33.3 47.0 16.7 14.8
Franklin India Bluechip (G) Rank 5
4,274.96 15.2 27.0 37.1 12.1 12.8
UTI Opportunities Fund (G) Rank 3
3,911.39 18.1 30.0 37.3 15.2 15.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 9.02 5.19
HDFC Bank Banking/Finance 8.72 5.02
Larsen Engineering 8.48 4.88
Reliance Oil & Gas 7.84 4.51
SBI Banking/Finance 6.38 3.67
ITC Tobacco 6.20 3.57
ONGC Oil & Gas 5.47 3.15
Axis Bank Banking/Finance 5.25 3.02
Infosys Technology 4.94 2.84
Sesa Sterlite Metals & Mining 4.88 2.81

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 27.75 27.75 20.16
Oil & Gas 10.82 11.85 8.28
Technology 9.49 19.18 9.49
Engineering 8.60 8.60 3.35
Automotive 8.04 10.35 5.60
Metals & Mining 7.27 7.27 2.05

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 97.06
Others 5.21
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call -2.29

View All

Concentration

Holdings (%)
Top 5 23.27
Top 10 38.66
Sector (%)
Top 3 48.06

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