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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -6.5 | - |
| 3 mth | -0.4 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -11.3 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -6.5 | -0.4 | -- | -- | -- | -- | -- |
| Category avg | -4.7 | 0.8 | -3.6 | 12.5 | 4.1 | 2.5 | 4.1 |
| Difference of Fund returns and Category returns | -1.8 | -1.2 | -- | -- | -- | -- | -- |
| Best of category | 7.2 | 5.1 | 4.1 | 25.9 | 10.5 | 8.7 | 14.1 |
| Worst of category | -7.6 | -2.2 | -11.2 | 0.8 | -3.1 | -8.0 | -13.8 |
| Benchmark returns # | -5.8 | -0.8 | -3.3 | 14.3 | 3.6 | 1.8 | 4.1 |
| Difference of Fund returns and Benchmark returns | -0.7 | 0.4 | -- | -- | -- | -- | -- |
Investment Objective
To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 0.05 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | J Venkatesan View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 12 months from the date of allotment. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Top 200 Fund (G) | Rank 3 |
11,958.80 | -0.2 | -5.5 | 11.3 | 3.5 | 10.6 |
| Franklin India Bluechip (G) | Rank 3 |
4,312.21 | 0.4 | -3.2 | 12.8 | 5.0 | 10.1 |
| UTI Opportunities Fund (G) | Rank 1 |
1,846.15 | 1.7 | -4.2 | 12.2 | 8.3 | 12.8 |
| DSP-BR Top 100 Equity - IP (G) | Not Ranked |
141.29 | -0.5 | -6.9 | 10.0 | 4.0 | 8.7 |
| DSP-BR Top 100 Equity - RP (G) | Rank 3 |
3,379.26 | -0.7 | -7.2 | 9.4 | 3.5 | 8.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 11.66 | 5.79 |
| SBI | Banking/Finance | 10.53 | 5.23 |
| Larsen | Engineering | 10.23 | 5.08 |
| Reliance | Oil & Gas | 9.28 | 4.61 |
| Zee Entertain | Media | 8.13 | 4.04 |
| HDFC Bank | Banking/Finance | 7.91 | 3.93 |
| Tech Mahindra | Technology | 6.90 | 3.43 |
| Infosys | Technology | 6.60 | 3.28 |
| ONGC | Oil & Gas | 6.44 | 3.20 |
| Maruti Suzuki | Automotive | 5.96 | 2.96 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 29.89 | 34.14 | 29.89 |
| Oil & Gas | 12.95 | 12.95 | 8.46 |
| Engineering | 11.46 | 14.70 | 11.46 |
| Automotive | 8.56 | 8.56 | 6.65 |
| Technology | 8.30 | 10.33 | 7.80 |
| Media | 6.15 | 7.07 | 5.93 |
| Equity | 96.88 |
| Others | 0.00 |
| Debt | 0.08 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 3.01 |
| Holdings | (%) |
|---|---|
| Top 5 | 24.75 |
| Top 10 | 41.55 |
| Sector | (%) |
|---|---|
| Top 3 | 54.30 |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
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