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SET SMS ALERT Relatively Weak performance in the category
The scheme is ranked 5 in Large Cap category by Crisil. If you are invested in this scheme, its time to switch to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.9 | 43 |
| 3 mth | 1.8 | 50 |
| 6 mth | -4.9 | 60 |
| 1 year | 10.7 | 53 |
| 2 year | 2.0 | 62 |
| 3 year | 0.2 | 64 |
| 5 year | 3.2 | 48 |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -7.5 | - | - | - | - |
| 2012 | 10.0 | -3.4 | 8.3 | 3.8 | 21.6 |
| 2011 | -7.6 | -3.9 | -8.9 | -4.9 | -24.1 |
| 2010 | -3.3 | 0.4 | 16.5 | -3.4 | 11.2 |
| 2009 | -9.8 | 40.5 | 19.5 | -0.2 | 61.5 |
| 2008 | -30.3 | -9.1 | -2.8 | -21.7 | -52.5 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.9 | 1.8 | -4.9 | 10.7 | 2.0 | 0.2 | 3.2 |
| Category avg | -4.5 | 2.2 | -3.2 | 12.3 | 4.2 | 2.6 | 4.6 |
| Difference of Fund returns and Category returns | -0.4 | -0.4 | -1.7 | -1.6 | -2.2 | -2.4 | -1.4 |
| Best of category | 7.2 | 7.1 | 4.2 | 24.6 | 10.6 | 8.8 | 14.7 |
| Worst of category | -7.2 | -0.4 | -10.9 | 0.7 | -3.0 | -7.9 | -13.7 |
| Benchmark returns # | -5.4 | 1.3 | -1.8 | 14.1 | 5.2 | 2.8 | 5.3 |
| Difference of Fund returns and Benchmark returns | 0.5 | 0.5 | -3.1 | -3.4 | -3.2 | -2.6 | -2.1 |
Investment Objective
To achieve capital appreciation by investing in equity and equity related instruments of select stocks.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jul 19, 2002 |
| Benchmark | CNX NIFTY |
| Asset Size (Rs cr) | 550.76 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Srividhya Rajesh ~ J Venkatesan View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 12 months from the date of allotment. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Top 200 Fund (G) | Rank 3 |
11,958.80 | 1.5 | -5.3 | 10.7 | 3.6 | 11.4 |
| Franklin India Bluechip (G) | Rank 3 |
4,312.21 | 1.7 | -2.9 | 12.6 | 5.1 | 10.8 |
| UTI Opportunities Fund (G) | Rank 1 |
1,846.15 | 3.0 | -3.8 | 11.9 | 8.4 | 13.5 |
| DSP-BR Top 100 Equity - RP (G) | Rank 3 |
3,379.26 | 1.2 | -6.8 | 9.2 | 3.6 | 8.8 |
| DSP-BR Top 100 Equity - IP (G) | Not Ranked |
141.29 | 1.3 | -6.5 | 9.8 | 4.1 | 9.4 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| HDFC | Banking/Finance | 37.85 | 7.06 |
| Reliance | Oil & Gas | 37.64 | 7.02 |
| ITC | Tobacco | 37.00 | 6.90 |
| ICICI Bank | Banking/Finance | 35.33 | 6.59 |
| Infosys | Technology | 32.49 | 6.06 |
| HDFC Bank | Banking/Finance | 24.99 | 4.66 |
| Larsen | Engineering | 24.50 | 4.57 |
| ONGC | Oil & Gas | 17.59 | 3.28 |
| Tech Mahindra | Technology | 17.05 | 3.18 |
| SBI | Banking/Finance | 15.66 | 2.92 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 32.51 | 38.15 | 21.79 |
| Technology | 14.89 | 17.93 | 8.84 |
| Oil & Gas | 12.73 | 13.61 | 4.86 |
| Tobacco | 6.90 | 6.90 | 1.07 |
| Pharmaceuticals | 6.78 | 10.46 | 3.71 |
| Engineering | 5.68 | 10.56 | 5.61 |
| Equity | 98.28 |
| Others | 0.00 |
| Debt | 0.05 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.69 |
| Holdings | (%) |
|---|---|
| Top 5 | 33.63 |
| Top 10 | 52.24 |
| Sector | (%) |
|---|---|
| Top 3 | 60.13 |
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