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Sundaram Growth Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
128.178 0.95 (0.74%)

NAV as on 19 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

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -2.4 123
3 mth 1.8 104
6 mth 10.6 111
1 year 33.7 108
2 year 14.4 129
3 year - -
5 year - -

# Moneycontrol Rank within 148 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.1 16.1 3.3 - -
2013 -11.3 1.3 -4.3 11.8 -1.5

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 -2.4 1.8 10.6 33.7 14.4 -- --
Category avg -1.3 2.9 13.6 38.6 19.6 11.9 5.6
Difference of Fund returns and Category returns -1.1 -1.1 -3.0 -4.9 -5.2 -- --
Best of category 1.7 7.8 26.2 67.8 27.8 34.2 17.7
Worst of category -2.8 -2.1 3.5 16.3 8.5 10.9 4.3
Benchmark returns # -2.0 2.8 11.8 35.9 19.4 21.8 10.3
Difference of Fund returns and Benchmark returns -0.4 -1.0 -1.2 -2.2 -5.0 -- --
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 1.73 (Sep-30-2014)
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

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 2.5 11.4 46.2 26.6 14.4
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 2.7 11.8 47.0 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 3.6 14.6 41.1 26.8 17.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 3.4 14.2 40.0 25.7 16.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 3.6 14.7 41.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 37.55 5.51
Infosys Technology 37.55 5.51
ICICI Bank Banking/Finance 37.08 5.44
ICICI Bank Banking/Finance 37.08 5.44
HDFC Bank Banking/Finance 36.40 5.34
HDFC Bank Banking/Finance 36.40 5.34
ITC Tobacco 36.04 5.29
ITC Tobacco 36.04 5.29
HDFC Banking/Finance 32.45 4.76
HDFC Banking/Finance 32.45 4.76

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 51.58 29.59 21.08
Technology 25.62 14.24 9.49
Oil & Gas 16.14 10.82 8.28
Automotive 14.98 10.35 6.21
Tobacco 10.58 4.61 3.57
Engineering 9.90 8.60 5.64

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 82.68
Others 16.94
Debt 0.00
Mutual Funds N.A
Money Market 18.21
Cash / Call -17.83

View All

Concentration

Holdings (%)
Top 5 27.24
Top 10 52.68
Sector (%)
Top 3 93.34

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