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Sundaram Equity Multiplier Fund (D) SET SMS ALERT

12.825
0.18 (1.40%)
NAV as on Apr-17-2014

Fund Family Sundaram Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Small & Mid Cap category by Crisil. If you are invested in this scheme, its time to switch 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 Apr-17-2014)

Period Returns (%) Rank #
1 mth 7.2 65
3 mth 9.2 80
6 mth 17.5 86
1 year 17.7 91
2 year 9.6 49
3 year 3.5 49
5 year 14.1 43

# Moneycontrol Rank within 96 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.5 - - - -
2013 -14.0 -2.3 -4.2 15.7 -4.0
2012 14.3 -3.6 11.5 4.9 33.4
2011 -8.4 2.7 -11.3 -9.1 -24.1
2010 -2.6 1.9 10.2 -2.9 9.3
2009 -12.2 44.3 20.6 -0.2 62.8

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 7.2 9.2 17.5 17.7 9.6 3.5 14.1
Category avg 8.3 13.5 27.7 30.1 8.6 5.3 10.5
Difference of Fund returns and Category returns -1.1 -4.3 -10.2 -12.4 1.0 -1.8 3.6
Best of category 15.8 24.9 48.9 45.8 26.5 16.8 30.3
Worst of category 3.9 6.9 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 1.7 -0.5 2.4 -1.3 -2.4 -1.3 -1.1
Sundaram Equity Multiplier Fund (D) Review by Crisil - Rating: 1 (Rank 5 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 Dividend
Launch date Jan 31, 2007
Benchmark CNX 500
Asset Size (Rs cr) 111.62 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend Rs.3.00 (Dec-20-2007) 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 (%)
IDFC Premier Equity - Direct (G) Not Ranked
108.13 11.7 24.8 26.5 -- --
IDFC Premier Equity - A (G) Rank 3
3,297.14 11.6 24.4 25.7 12.6 25.3
IDFC Premier Equity - B (G) Not Ranked
42.96 11.6 24.5 25.8 12.7 25.4
ICICI Pru Discovery - Direct (G) Not Ranked
116.05 18.0 28.4 32.0 -- --
ICICI Pru Discovery Fund (G) Rank 3
2,679.50 17.7 27.9 31.1 13.0 28.8
* 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

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