Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 3.3 | 12 |
| 3 mth | 3.1 | 10 |
| 6 mth | 6.3 | 11 |
| 1 year | 17.7 | 16 |
| 2 year | 4.4 | 20 |
| 3 year | 5.8 | 18 |
| 5 year | 5.5 | 14 |
# Moneycontrol Rank within 22 Balanced Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -4.9 | - | - | - | - |
| 2012 | 10.6 | - | 5.5 | 2.7 | 21.8 |
| 2011 | -4.2 | -2.9 | -8.9 | -5.2 | -20.7 |
| 2010 | -2.7 | 3.4 | 11.3 | -0.5 | 12.5 |
| 2009 | -4.3 | 39.9 | 16.6 | -0.2 | 67.9 |
| 2008 | -19.2 | -10.5 | 1.4 | -19.7 | -42.6 |
* 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 | 3.3 | 3.1 | 6.3 | 17.7 | 4.4 | 5.8 | 5.5 |
| Category avg | 3.3 | 2.9 | 5.5 | 18.9 | 7.3 | 7.4 | 6.4 |
| Difference of Fund returns and Category returns | 0.0 | 0.2 | 0.8 | -1.2 | -2.9 | -1.6 | -0.9 |
| Best of category | 5.1 | 7.9 | 8.4 | 27.5 | 12.8 | 12.4 | 12.6 |
| Worst of category | 0.2 | -0.9 | -3.8 | 2.9 | -2.4 | -0.5 | -0.3 |
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 | Growth |
| Launch date | Jun 23, 2000 |
| Benchmark | CRISIL Balance Fund |
| Asset Size (Rs cr) | 48.15 (Mar-30-2013) |
| 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 |
| 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 | 3.0 | 5.3 | 16.4 | 8.6 | 12.6 |
| HDFC Balanced Fund (G) | Rank 2 |
1,128.92 | 1.3 | 3.3 | 12.7 | 9.9 | 12.0 |
| SBI Magnum Balanced Fund (G) | Rank 3 |
372.63 | 3.4 | 7.7 | 27.5 | 7.6 | 6.9 |
| UTI Balanced Fund (G) | Rank 4 |
943.01 | 1.8 | 4.2 | 18.9 | 6.2 | 6.8 |
| Reliance RSF - Balanced (G) | Rank 3 |
545.43 | 1.3 | 2.8 | 19.9 | 7.7 | 11.8 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 2.54 | 5.58 |
| Reliance | Oil & Gas | 2.41 | 5.31 |
| SBI | Banking/Finance | 2.21 | 4.87 |
| Larsen | Engineering | 1.74 | 3.83 |
| HDFC Bank | Banking/Finance | 1.68 | 3.70 |
| TCS | Technology | 1.65 | 3.64 |
| Tata Motors | Automotive | 1.61 | 3.54 |
| Infosys | Technology | 1.42 | 3.12 |
| ING Vysya Bank | Banking/Finance | 1.27 | 2.79 |
| Ranbaxy Labs | Pharmaceuticals | 1.10 | 2.43 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 21.81 | 30.31 | 21.20 |
| Oil & Gas | 9.89 | 11.85 | 9.39 |
| Technology | 7.89 | 11.12 | 5.42 |
| Metals & Mining | 5.27 | 6.20 | 0.95 |
| Automotive | 4.55 | 6.36 | 2.86 |
| Engineering | 3.83 | 4.85 | 3.32 |
| Equity | 68.40 |
| Others | 0.00 |
| Debt | 27.55 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 5.50 |
| Holdings | (%) |
|---|---|
| Top 5 | 23.29 |
| Top 10 | 38.81 |
| Sector | (%) |
|---|---|
| Top 3 | 39.59 |
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
NAVs end flat as markets turn cautious on F&O expiry
Equity Mutual funds ends mixed but positive returns following flat performance by Indian market led ...
Jun 29, 2012 at 9:55 | Source: Moneycontrol.com
NAVs plunge on weak domestic and global market outlook
Equity Mutual Funds plunged owing to weak economic outlook. The market trading session ended with BS ...
Jun 15, 2012 at 9:57 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
