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Sundaram Equity Multiplier Fund - Direct Plan (G) SET SMS ALERT

19.845
0.13 (0.67%)
NAV as on Oct-20-2014
NAV as on Oct-20-2014

Fund Family Sundaram Mutual Fund

Fund Class Small & Mid Cap

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:
 
View Historic Graph From     To     

Returns (NAV as on Oct-20-2014)

Period Returns (%) Rank #
1 mth -3.5 38
3 mth 3.6 101
6 mth 24.3 97
1 year 47.0 85
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 120 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.8 25.5 3.9 - -
2013 -14.0 -2.3 -4.1 15.8 -3.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -3.5 3.6 24.3 47.0 -- -- --
Category avg -3.9 6.6 33.3 56.5 12.1 10.2 6.0
Difference of Fund returns and Category returns 0.4 -3.0 -9.0 -9.5 -- -- --
Best of category -2.1 13.5 57.7 124.3 42.1 35.5 23.5
Worst of category -7.5 0.1 21.5 42.3 17.1 15.9 8.3
Benchmark returns # -3.7 2.2 18.5 33.9 18.3 16.0 8.6
Difference of Fund returns and Benchmark returns 0.2 1.4 5.8 13.1 -- -- --
# Benchmark Index: CNX 500

Investment Info

Investment Objective

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX 500
Asset Size (Rs cr) 0.08 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager S. Krishnakumar
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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 7.7 33.0 75.3 27.7 22.3
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 6.4 36.1 75.3 31.0 21.2
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 5.0 28.2 58.6 23.2 19.7
Sundaram Select Midcap -IP (D) Not Ranked
0.99 4.2 35.3 72.0 24.9 17.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 5.40 4.50
SBI Banking/Finance 4.92 4.10
Larsen Engineering 4.58 3.82
Reliance Oil & Gas 4.49 3.74
ICICI Bank Banking/Finance 4.34 3.62
HDFC Bank Banking/Finance 4.22 3.51
Wipro Technology 3.96 3.30
Tata Comm Telecom 3.76 3.13
CESC Utilities 3.48 2.90
Torrent Pharma Pharmaceuticals 3.33 2.78

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 21.27 25.32 15.06
Technology 12.97 16.08 12.33
Engineering 10.66 12.27 8.02
Oil & Gas 8.53 12.84 8.30
Pharmaceuticals 5.71 5.86 4.88
Metals & Mining 5.43 4.64 2.00

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 96.34
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.68

View All

Concentration

Holdings (%)
Top 5 19.78
Top 10 35.40
Sector (%)
Top 3 44.90

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