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Sundaram Equity Plus - Direct Plan (G) SET SMS ALERT

13.162
0.02 (0.18%)
NAV as on Sep-30-2014
NAV as on Sep-30-2014

Fund Family Sundaram Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on Sep-30-2014)

Period Returns (%) Rank #
1 mth -1.3 123
3 mth 3.1 118
6 mth 11.6 142
1 year 20.3 140
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 155 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.4 8.0 - - -
2013 -5.9 -0.4 2.0 3.1 0.1

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.3 3.1 11.6 20.3 -- -- --
Category avg -0.1 5.3 23.8 43.2 10.3 9.3 5.0
Difference of Fund returns and Category returns -1.2 -2.2 -12.2 -22.9 -- -- --
Best of category 7.9 20.1 58.6 79.1 27.2 25.7 16.7
Worst of category -6.5 -3.2 3.9 -62.2 8.3 8.6 2.0
Benchmark returns # 0.7 2.9 32.6 63.2 20.1 17.2 11.2
Difference of Fund returns and Benchmark returns -2.0 0.2 -21.0 -42.9 -- -- --
# Benchmark Index: CNX Midcap

Investment Info

Investment Objective

Seek capital appreciation by investing in equity and equity-related instruments listed in India to the extent of at least 65% and in gold-ETF up to 35%. Investment in overseas markets, if any, shall not exceed the permissible limit net of existing usage of the mutual fund’s entitlement. Exposure to overseas securities shall also not exceed 35% of assets.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX Midcap
Asset Size (Rs cr) 4.67 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Srividhya Rajesh / Shiv Chanani
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

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
11,265.42 2.7 27.2 58.6 20.6 13.5
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 2.8 27.6 59.5 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 6.6 24.8 47.7 22.2 16.6
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 5.6 24.3 45.7 21.8 15.5
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 5.8 24.8 46.8 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 4.68 6.53
ICICI Bank Banking/Finance 4.67 6.52
Reliance Oil & Gas 3.99 5.58
HDFC Bank Banking/Finance 3.80 5.30
HDFC Banking/Finance 3.76 5.25
Larsen Engineering 3.66 5.11
SBI Banking/Finance 2.95 4.12
ITC Tobacco 2.84 3.97
TCS Technology 2.52 3.52
Wipro Technology 1.98 2.76

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 24.44 25.38 15.03
Technology 13.88 14.17 12.66
Oil & Gas 10.11 9.74 7.61
Automotive 6.86 6.45 5.08
Pharmaceuticals 6.03 9.25 4.68
Engineering 5.11 5.38 3.04

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 79.82
Others 0.00
Debt 0.00
Mutual Funds 19.49
Money Market 0.00
Cash / Call 0.68

View All

Concentration

Holdings (%)
Top 5 29.18
Top 10 48.66
Sector (%)
Top 3 48.43

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