SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Large Cap > Sundaram Mutual Fund > Sundaram Equity Plus (D)

Sundaram Equity Plus (D) SET SMS ALERT

11.985
0.02 (0.16%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014

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:
 
View Historic Graph From     To     

Returns (NAV as on Oct-22-2014)

Period Returns (%) Rank #
1 mth -0.2 87
3 mth 1.6 136
6 mth 8.5 142
1 year 13.7 141
2 year 8.9 77
3 year 8.0 74
5 year - -

# Moneycontrol Rank within 155 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.6 8.2 -5.3 - -
2013 -5.5 -0.5 2.0 3.1 0.3
2012 8.2 -1.6 5.7 1.0 14.2
2011 - -0.2 1.7 -4.4 -3.2

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 -0.2 1.6 8.5 13.7 8.9 8.0 --
Category avg -0.2 4.6 21.8 35.3 10.6 8.8 5.1
Difference of Fund returns and Category returns 0.0 -3.0 -13.3 -21.6 -1.7 -0.8 --
Best of category 1.6 12.1 46.7 67.3 27.9 24.3 16.9
Worst of category -6.0 -4.1 2.9 -64.6 8.9 8.0 3.8
Benchmark returns # 0.4 5.2 29.4 54.9 21.0 18.2 10.5
Difference of Fund returns and Benchmark returns -0.6 -3.6 -20.9 -41.2 -12.1 -10.2 --
# 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%.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 16, 2011
Benchmark CNX Midcap
Asset Size (Rs cr) 67.52 (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 (G) Rank 3
12,276.81 4.3 24.4 48.2 19.7 13.5
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 5.7 23.6 38.6 20.2 15.9
Birla SL Frontline Equity (G) Rank 2
6,054.47 4.6 23.3 40.4 22.3 14.4
Franklin India Bluechip (G) Rank 5
4,591.15 6.5 21.9 35.0 16.6 13.1
UTI Opportunities Fund (G) Rank 3
4,428.25 5.9 24.5 37.3 19.9 14.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 4.42 6.55
HDFC Bank Banking/Finance 3.86 5.72
Reliance Oil & Gas 3.72 5.51
HDFC Banking/Finance 3.63 5.38
ITC Tobacco 2.91 4.31
ICICI Bank Banking/Finance 2.82 4.18
TCS Technology 2.69 3.99
Larsen Engineering 2.15 3.19
Wipro Technology 2.05 3.04
SBI Banking/Finance 1.92 2.85

Full Portfolio

Sector Allocation (Sep 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 20.70 25.38 15.03
Technology 14.75 14.75 12.66
Oil & Gas 8.61 9.74 7.61
Pharmaceuticals 6.92 9.25 4.68
Automotive 6.25 6.45 5.08
Tobacco 4.31 6.00 3.42

View All Sectors

Asset Allocation (%)(Sep 30, 14)

Equity 73.62
Others -2.91
Debt 0.00
Mutual Funds 19.54
Money Market 0.00
Cash / Call 9.75

View All

Concentration

Holdings (%)
Top 5 27.47
Top 10 44.70
Sector (%)
Top 3 44.06

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.