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Sundaram Equity Multiplier Fund (G) SET SMS ALERT

20.129
0.1 (0.48%)
NAV as on Oct-29-2014
NAV as on Oct-29-2014

Fund Family Sundaram Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Sundaram Equity Multiplier Fund a close-ended Scheme has been converted into open-ended Scheme w.e.f. February 10, 2010.
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Oct-29-2014)

Period Returns (%) Rank #
1 mth 1.1 65
3 mth 6.0 109
6 mth 29.8 94
1 year 48.2 84
2 year 21.3 47
3 year 16.0 46
5 year 10.5 40

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.5 25.3 3.7 - -
2013 -14.0 -2.3 -4.1 15.7 -4.0
2012 14.3 -3.5 11.5 4.9 33.4
2011 -8.4 2.7 -11.2 -9.1 -24.1
2010 -2.6 1.9 10.2 -2.9 9.4
2009 -12.1 44.5 20.6 -0.2 63.3

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 1.1 6.0 29.8 48.2 21.3 16.0 10.5
Category avg 1.2 11.2 38.5 58.9 13.4 10.3 6.6
Difference of Fund returns and Category returns -0.1 -5.2 -8.7 -10.7 7.9 5.7 3.9
Best of category 4.3 20.1 70.3 121.2 46.2 36.1 26.8
Worst of category -1.5 5.3 27.2 44.3 21.3 15.9 10.5
Benchmark returns # 2.4 5.4 25.0 37.9 21.9 15.9 11.3
Difference of Fund returns and Benchmark returns -1.3 0.6 4.8 10.3 -0.6 0.1 -0.8
Sundaram Equity Multiplier Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# 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 31, 2007
Benchmark CNX 500
Asset Size (Rs cr) 120.24 (Sep-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 Sundaram Equity Multiplier Fund a close-ended Scheme has been converted into open-ended Scheme w.e.f. February 10, 2010.

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
6,209.50 11.7 37.4 78.5 28.1 24.3
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 9.3 42.0 79.0 31.1 23.1
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 9.6 34.3 61.3 23.4 21.8
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 11.9 40.4 77.8 25.5 19.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 5.61 4.67
SBI Banking/Finance 4.39 3.65
HDFC Bank Banking/Finance 4.35 3.62
Reliance Oil & Gas 4.25 3.53
Wipro Technology 4.17 3.47
Larsen Engineering 3.64 3.03
Tata Comm Telecom 3.58 2.97
ICICI Bank Banking/Finance 3.58 2.97
Gillette India Cons NonDurable 3.21 2.67
CARE Miscellaneous 3.00 2.49

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 17.92 25.32 15.06
Technology 14.68 16.08 12.33
Engineering 7.93 12.27 7.93
Oil & Gas 7.40 12.84 7.40
Pharmaceuticals 5.71 5.86 4.88
Chemicals 5.60 7.66 2.03

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 90.04
Others -2.49
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 12.45

View All

Concentration

Holdings (%)
Top 5 18.94
Top 10 33.08
Sector (%)
Top 3 40.53

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