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Sundaram Balanced Fund - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
15.541 0.12 (0.74%)

NAV as on 26 Feb, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Balanced
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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:
 
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Returns (NAV as on 26 Feb, 2015)

Period Returns (%) Rank #
1 mth -2.6 -
3 mth 2.4 -
6 mth 8.1 -
1 year 29.8 -
2 year 17.0 -
3 year 14.0 -
5 year - -

# Moneycontrol Rank within 49 Balanced Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.3 11.7 0.6 6.9 -
2013 -4.7 1.0 -1.4 8.5 4.7
2012 10.9 0.3 5.8 2.7 22.7
2011 0.5 0.4 -8.1 -4.7 -13.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Balanced)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -2.6 2.4 8.1 29.8 17.0 14.0 --
Category avg -1.8 3.5 10.4 38.9 22.0 15.9 10.2
Difference of Fund returns and Category returns -0.8 -1.1 -2.3 -9.1 -5.0 -1.9 --
Best of category 0.9 9.1 20.6 59.0 33.9 26.9 18.5
Worst of category -4.3 0.1 5.9 26.5 16.4 13.3 8.7

Investment Info

Investment Objective

To generate capital appreciation and current income, through a judicious mix of investments in equities and ixed-income securities. The Scheme may invest up to 35% of the Net Assets in Overseas Securities.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Apr 15, 2008
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 0.05 (Dec-31-2014)
Minimum Investment Rs.10000000
Last Dividend Rs.1.50 (May-08-2009) 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

Balanced Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Prudence Fund - Direct (G) Not Ranked
322.06 0.3 7.7 53.6 -- --
HDFC Prudence Fund (G) Rank 3
7,282.86 0.1 7.4 52.7 21.5 16.3
ICICI Pru Balanced Adv (G) Rank 4
4,360.92 3.1 9.2 32.4 21.1 15.6
ICICI Pru Balanced Adv - Direct (G) Not Ranked
101.94 3.4 9.7 33.6 -- --
HDFC Balanced Fund (G) Rank 1
2,486.75 3.8 13.1 49.7 23.4 18.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 1.93 5.25
HDFC Bank Banking/Finance 1.51 4.11
ICICI Bank Banking/Finance 1.44 3.93
Larsen Engineering 1.39 3.80
Yes Bank Banking/Finance 1.29 3.53
Tech Mahindra Technology 1.29 3.52
ITC Tobacco 1.25 3.41
Tata Motors Automotive 1.23 3.35
Maruti Suzuki Automotive 1.09 2.98
Reliance Oil & Gas 1.01 2.74

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 21.96 46.26 17.24
Technology 11.48 23.18 11.12
Engineering 8.43 14.04 4.98
Automotive 6.33 11.72 4.39
Pharmaceuticals 4.69 9.38 4.77
Oil & Gas 4.56 9.98 4.57

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 72.94
Others 0.00
Debt 25.38
Mutual Funds N.A
Money Market 1.25
Cash / Call 0.44

View All

Concentration

Holdings (%)
Top 5 20.62
Top 10 36.62
Sector (%)
Top 3 41.87

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