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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.1 | - |
| 3 mth | 2.0 | - |
| 6 mth | -1.8 | - |
| 1 year | 10.1 | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 22 Balanced Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -4.7 | - | - | - | - |
| 2012 | 10.9 | 0.3 | 5.8 | 2.7 | 22.7 |
| 2011 | 0.5 | 0.4 | -8.1 | -4.7 | -13.0 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Balanced)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.1 | 2.0 | -1.8 | 10.1 | -- | -- | -- |
| Category avg | -3.4 | 2.8 | -1.7 | 12.3 | 6.0 | 4.7 | 7.9 |
| Difference of Fund returns and Category returns | -0.7 | -0.8 | -0.1 | -2.2 | -- | -- | -- |
| Best of category | -2.1 | 9.5 | 1.8 | 21.8 | 11.0 | 9.6 | 13.7 |
| Worst of category | -4.4 | 0.7 | -10.1 | -3.0 | -3.6 | -2.7 | 1.8 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Apr 15, 2008 |
| Benchmark | CRISIL Balance Fund |
| Asset Size (Rs cr) | 0.05 (Mar-30-2013) |
| 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 |
| 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 |
| Balanced | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Prudence Fund (G) | Rank 3 |
6,124.90 | 1.2 | -4.3 | 9.9 | 5.7 | 13.3 |
| HDFC Balanced Fund (G) | Rank 2 |
1,128.92 | 0.3 | -3.1 | 8.5 | 7.1 | 12.9 |
| UTI Balanced Fund (G) | Rank 4 |
943.01 | 0.8 | -3.0 | 11.7 | 3.4 | 8.5 |
| Birla Sun Life 95 Fund (G) | Rank 3 |
574.50 | 2.8 | -1.3 | 14.4 | 5.9 | 12.0 |
| DSP-BR Balanced Fund (G) | Rank 5 |
619.96 | 1.8 | -5.1 | 8.6 | 3.3 | 8.2 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 2.66 | 6.01 |
| Reliance | Oil & Gas | 2.64 | 5.97 |
| SBI | Banking/Finance | 1.65 | 3.74 |
| TCS | Technology | 1.65 | 3.73 |
| Larsen | Engineering | 1.64 | 3.72 |
| HDFC Bank | Banking/Finance | 1.58 | 3.59 |
| Tata Motors | Automotive | 1.47 | 3.32 |
| Infosys | Technology | 1.37 | 3.11 |
| ING Vysya Bank | Banking/Finance | 1.30 | 2.95 |
| ITC | Tobacco | 1.16 | 2.63 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 21.34 | 30.31 | 21.20 |
| Oil & Gas | 10.98 | 11.85 | 9.39 |
| Technology | 7.97 | 11.12 | 5.42 |
| Metals & Mining | 5.32 | 6.20 | 1.92 |
| Automotive | 4.34 | 6.36 | 2.86 |
| Engineering | 3.72 | 4.85 | 3.47 |
| Equity | 67.20 |
| Others | 0.00 |
| Debt | 28.99 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 3.82 |
| Holdings | (%) |
|---|---|
| Top 5 | 23.17 |
| Top 10 | 38.77 |
| Sector | (%) |
|---|---|
| Top 3 | 40.29 |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
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