Election 2014
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Sundaram Mutual Fund > Sundaram Equity Multiplier Fund - Direct Plan (D)

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

12.909
0.18 (1.40%)
NAV as on Apr-17-2014

Fund Family Sundaram Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL 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 Apr-17-2014)

Period Returns (%) Rank #
1 mth 7.5 62
3 mth 9.6 77
6 mth 18.0 85
1 year 18.3 90
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 98 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 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 7.5 9.6 18.0 18.3 -- -- --
Category avg 8.3 13.4 27.6 30.1 8.5 5.3 10.6
Difference of Fund returns and Category returns -0.8 -3.8 -9.6 -11.8 -- -- --
Best of category 15.8 24.9 48.9 45.8 26.5 16.8 30.3
Worst of category 3.9 5.7 13.7 11.1 7.0 2.3 14.1
Benchmark returns # 5.5 9.7 15.1 19.0 12.0 4.8 15.2
Difference of Fund returns and Benchmark returns 2.0 -0.1 2.9 -0.7 -- -- --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark CNX 500
Asset Size (Rs cr) 0.04 (Dec-31-2013)
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 (%)
IDFC Premier Equity - A (G) Rank 3
3,297.14 11.6 24.4 25.7 12.6 25.3
IDFC Premier Equity - Direct (G) Not Ranked
108.13 11.7 24.8 26.5 -- --
IDFC Premier Equity - B (G) Not Ranked
42.96 11.6 24.5 25.8 12.7 25.4
ICICI Pru Discovery -Inst -I Not Ranked
35.27 17.9 28.5 32.6 14.3 30.2
ICICI Pru Discovery - Direct (G) Not Ranked
116.05 18.0 28.4 32.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology - 5.38
Tech Mahindra Technology - 4.37
Wipro Technology - 3.92
Reliance Oil & Gas - 3.75
Larsen Engineering - 3.13
Repco Home Banking/Finance - 3.12
HCL Tech Technology - 2.95
Tata Comm Telecom - 2.60
PNB Banking/Finance - 2.59
Britannia Food & Beverage - 2.50

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Technology 20.01 15.52 11.77
Banking/Finance 12.35 23.32 14.71
Oil & Gas 11.56 14.42 7.10
Engineering 7.92 8.55 5.83
Pharmaceuticals 4.94 8.81 5.30
Telecom 4.41 4.08 0.49

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 81.78
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 18.22

View All

Concentration

Holdings (%)
Top 5 20.55
Top 10 34.31
Sector (%)
Top 3 43.92

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.