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Sundaram Equity Plus - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
12.455 0.07 (0.55%)

NAV as on 21 Nov, 2014

CRISIL MF RANK

Not Ranked

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 : Large Cap
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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 21 Nov, 2014)

Period Returns (%) Rank #
1 mth 2.9 140
3 mth 2.8 137
6 mth 10.6 138
1 year 21.2 140
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.4 8.1 -5.2 - -
2013 -5.8 -0.5 2.0 3.1 -

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 2.9 2.8 10.6 21.2 -- -- --
Category avg 6.6 8.8 20.7 49.0 12.8 11.1 5.4
Difference of Fund returns and Category returns -3.7 -6.0 -10.1 -27.8 -- -- --
Best of category 10.7 18.7 47.4 103.4 32.4 33.2 17.7
Worst of category 2.8 1.3 10.0 20.1 10.8 9.5 4.9
Benchmark returns # 8.3 9.6 21.6 64.6 25.7 23.3 11.2
Difference of Fund returns and Benchmark returns -5.4 -6.8 -11.0 -43.4 -- -- --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark CNX Midcap
Asset Size (Rs cr) 4.54 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Jul-11-2014) 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 - Direct (G) Not Ranked
523.43 8.5 18.5 60.3 -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 8.4 18.2 59.4 25.1 14.4
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 9.9 21.9 51.2 25.8 17.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 9.7 21.4 49.9 24.7 16.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 9.9 21.9 51.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 4.86 7.11
HDFC Bank Banking/Finance 4.10 6.00
Reliance Oil & Gas 4.00 5.85
HDFC Banking/Finance 3.87 5.66
ICICI Bank Banking/Finance 3.25 4.76
TCS Technology 2.61 3.81
SBI Banking/Finance 2.16 3.16
ITC Tobacco 2.13 3.12
Cipla Pharmaceuticals 2.00 2.92
Wipro Technology 1.97 2.89

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 22.40 25.38 15.03
Technology 14.92 14.92 12.66
Oil & Gas 8.96 9.74 7.69
Pharmaceuticals 7.05 9.25 4.68
Automotive 6.32 6.45 5.08
Tobacco 3.12 6.00 3.12

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 71.60
Others 8.99
Debt 0.00
Mutual Funds 19.34
Money Market 0.00
Cash / Call 0.05

View All

Concentration

Holdings (%)
Top 5 29.38
Top 10 45.28
Sector (%)
Top 3 46.28

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