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Sundaram Equity Multiplier Fund (G) SET SMS ALERT

19.886
0.02 (0.09%)
NAV as on Oct-01-2014
NAV as on Oct-01-2014

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-01-2014)

Period Returns (%) Rank #
1 mth -0.1 111
3 mth 2.4 106
6 mth 28.7 103
1 year 54.0 90
2 year 16.7 48
3 year 16.6 48
5 year 9.4 42

# 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 - - -
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 -0.1 2.4 28.7 54.0 16.7 16.6 9.4
Category avg 2.8 7.6 39.8 66.2 12.8 10.9 6.7
Difference of Fund returns and Category returns -2.9 -5.2 -11.1 -12.2 3.9 5.7 2.7
Best of category 6.5 14.6 74.1 141.7 43.9 36.7 25.3
Worst of category -0.2 -2.9 25.6 52.8 16.7 16.6 9.4
Benchmark returns # -0.6 3.2 22.3 44.7 18.9 17.9 9.2
Difference of Fund returns and Benchmark returns 0.5 -0.8 6.4 9.3 -2.2 -1.3 0.2
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) 114.39 (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 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 Opportunities (G) Rank 3
4,228.85 7.7 39.3 87.0 28.9 24.0
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 8.0 39.7 88.1 -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 8.5 43.3 84.9 33.4 22.4
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 8.7 43.8 86.2 -- --
* 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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