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Sundaram Equity Multiplier Fund (G)

PLAN: Regular OPTIONS: Growth
21.463 0.16 (0.74%)

NAV as on 26 Nov, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Small & Mid Cap
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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:
 
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Returns (NAV as on 26 Nov, 2014)

Period Returns (%) Rank #
1 mth 7.8 35
3 mth 10.4 95
6 mth 22.1 97
1 year 57.1 86
2 year 22.4 45
3 year 20.2 47
5 year 11.2 41

# Moneycontrol Rank within 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 7.8 10.4 22.1 57.1 22.4 20.2 11.2
Category avg 6.6 12.6 30.1 64.5 13.9 12.6 7.0
Difference of Fund returns and Category returns 1.2 -2.2 -8.0 -7.4 8.5 7.6 4.2
Best of category 12.5 20.4 55.2 117.4 47.2 41.6 26.3
Worst of category 1.4 4.5 11.6 42.0 21.8 20.2 11.1
Benchmark returns # 6.0 7.9 16.0 45.9 23.2 21.1 10.6
Difference of Fund returns and Benchmark returns 1.8 2.5 6.1 11.2 -0.8 -0.9 0.6
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 (%)
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 12.2 31.8 83.7 -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 12.0 31.3 82.5 33.4 24.6
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 8.9 28.3 83.7 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 8.7 27.9 82.3 35.5 23.2
IDFC Premier Equity - Direct (G) Not Ranked
398.22 10.9 29.3 65.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 6.08 4.91
SBI Banking/Finance 4.87 3.93
HDFC Bank Banking/Finance 4.56 3.69
Reliance Oil & Gas 4.50 3.64
Larsen Engineering 4.14 3.35
ICICI Bank Banking/Finance 4.07 3.29
Tata Comm Telecom 4.03 3.26
Wipro Technology 3.95 3.19
Gillette India Cons NonDurable 3.22 2.60
Ashoka Buildcon Cement 2.79 2.26

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 19.32 25.32 15.20
Technology 14.19 16.08 12.33
Engineering 9.00 12.27 7.93
Oil & Gas 7.52 12.84 7.40
Cement 6.12 6.12 2.08
Chemicals 5.66 7.66 2.03

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 92.99
Others 9.90
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call -2.87

View All

Concentration

Holdings (%)
Top 5 19.52
Top 10 34.12
Sector (%)
Top 3 42.51

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