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Sundaram Equity Plus (D)

PLAN: Regular OPTIONS: Dividend
12.219 0.1 (0.81%)

NAV as on 22 Dec, 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

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Benchmark Index:
 
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Returns (NAV as on 22 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.5 64
3 mth 1.8 132
6 mth 5.9 136
1 year 17.4 139
2 year 9.4 138
3 year 10.5 71
5 year - -

# Moneycontrol Rank within 148 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 -1.5 1.8 5.9 17.4 9.4 10.5 --
Category avg -1.5 5.2 14.4 39.6 20.9 11.6 5.4
Difference of Fund returns and Category returns 0.0 -3.4 -8.5 -22.2 -11.5 -1.1 --
Best of category 1.2 10.3 27.1 68.0 28.4 33.9 17.2
Worst of category -3.0 0.7 4.2 17.4 9.2 10.5 4.5
Benchmark returns # -- 5.1 15.5 55.3 21.3 25.6 11.2
Difference of Fund returns and Benchmark returns -1.5 -3.3 -9.6 -37.9 -11.9 -15.1 --
# 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 4
12,276.81 5.6 12.2 46.8 25.7 14.0
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 5.7 12.6 47.7 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 6.1 16.0 42.5 26.0 17.2
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 6.0 15.6 41.5 24.9 16.3
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 6.2 16.0 42.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 5.23 7.77
Infosys Technology 5.23 7.77
HDFC Bank Banking/Finance 4.31 6.40
HDFC Bank Banking/Finance 4.31 6.40
HDFC Banking/Finance 4.06 6.03
HDFC Banking/Finance 4.06 6.03
Reliance Oil & Gas 3.97 5.89
Reliance Oil & Gas 3.97 5.89
ICICI Bank Banking/Finance 3.51 5.21
ICICI Bank Banking/Finance 3.51 5.21

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 49.30 49.30 17.64
Technology 31.82 31.82 12.66
Oil & Gas 17.88 17.88 7.86
Pharmaceuticals 14.28 14.28 4.68
Automotive 13.00 13.00 5.08
Tobacco 6.48 6.48 3.12

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 75.49
Others 0.00
Debt 0.00
Mutual Funds 20.81
Money Market 3.67
Cash / Call 0.01

View All

Concentration

Holdings (%)
Top 5 34.37
Top 10 62.60
Sector (%)
Top 3 99.00

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