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Sundaram Growth Fund - Direct Plan (D) SET SMS ALERT

14.133
0.04 (0.30%)
NAV as on Apr-23-2014

Fund Family Sundaram Mutual Fund

Fund Class Diversified Equity

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL 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 Apr-23-2014)

Period Returns (%) Rank #
1 mth 4.8 95
3 mth 10.4 79
6 mth 12.7 115
1 year 14.0 117
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 166 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.2 - - - -
2013 -11.2 1.4 -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 (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.8 10.4 12.7 14.0 -- -- --
Category avg 5.1 10.4 15.1 17.9 7.0 3.0 7.6
Difference of Fund returns and Category returns -0.3 0.0 -2.4 -3.9 -- -- --
Best of category 10.2 21.3 25.2 53.4 33.6 17.3 27.0
Worst of category 1.5 2.6 7.3 -1.4 -2.2 -7.3 -2.6
Benchmark returns # 5.7 8.3 11.2 16.3 13.5 4.2 16.3
Difference of Fund returns and Benchmark returns -0.9 2.1 1.5 -2.3 -- -- --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 1.09 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend Rs.1.50 (Apr-25-2014) 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 4
9,590.31 17.1 24.8 23.2 6.3 22.3
Reliance Equity Oppor - RP (G) Rank 2
4,848.01 11.3 24.2 19.6 11.5 27.0
Reliance Growth Fund - RP (G) Rank 4
4,159.56 10.2 17.7 18.8 4.0 17.1
ICICI Pru Dynamic Plan (G) Rank 1
3,523.72 9.9 17.1 31.5 10.0 20.9
Reliance Vision Fund - RP (G) Rank 5
2,424.82 15.0 22.5 16.6 3.0 14.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology - 7.30
Reliance Oil & Gas - 5.16
HDFC Bank Banking/Finance - 4.91
ICICI Bank Banking/Finance - 4.90
ITC Tobacco - 4.61
Tech Mahindra Technology - 4.38
Larsen Engineering - 3.90
TCS Technology - 3.87
Bharti Airtel Telecom - 3.12
Tata Motors Automotive - 3.06

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 22.74 29.89 20.16
Technology 18.26 19.18 8.30
Pharmaceuticals 9.46 8.79 4.90
Oil & Gas 8.86 12.95 10.21
Automotive 8.19 8.56 5.60
Engineering 5.29 11.46 3.35

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 96.57
Others 1.31
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.00

View All

Concentration

Holdings (%)
Top 5 26.88
Top 10 45.21
Sector (%)
Top 3 50.46

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