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SET SMS ALERT Below average performance in the category
The scheme is ranked 4 in Large Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.1 | 63 |
| 3 mth | 0.8 | 50 |
| 6 mth | 0.8 | 67 |
| 1 year | 16.3 | 62 |
| 2 year | 2.2 | 64 |
| 3 year | 5.1 | 54 |
| 5 year | 1.5 | 50 |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -10.7 | - | - | - | - |
| 2012 | 15.2 | -3.2 | 8.8 | 4.5 | 29.3 |
| 2011 | -9.5 | -1.4 | -11.5 | -6.9 | -27.6 |
| 2010 | -3.9 | 2.5 | 16.7 | -0.8 | 15.9 |
| 2009 | -13.8 | 50.0 | 21.7 | -0.2 | 67.6 |
| 2008 | -32.4 | -10.2 | -4.5 | -24.9 | -57.8 |
* 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 | 0.1 | 0.8 | 0.8 | 16.3 | 2.2 | 5.1 | 1.5 |
| Category avg | 1.0 | 1.3 | 3.4 | 18.2 | 4.8 | 6.0 | 3.5 |
| Difference of Fund returns and Category returns | -0.9 | -0.5 | -2.6 | -1.9 | -2.6 | -0.9 | -2.0 |
| Best of category | 7.2 | 6.4 | 11.0 | 30.0 | 11.0 | 13.0 | 14.0 |
| Worst of category | -0.9 | -2.7 | -6.5 | 4.4 | -2.1 | -3.9 | -15.5 |
| Benchmark returns # | 1.4 | 1.6 | 5.0 | 20.7 | 4.1 | 4.8 | 3.4 |
| Difference of Fund returns and Benchmark returns | -1.3 | -0.8 | -4.2 | -4.4 | -1.9 | 0.3 | -1.9 |
Investment Objective
To achieve capital appreciation by investing predominantly in equities and equityrelated instruments.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Apr 24, 1997 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 216.42 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.3.00 (May-15-2000) View Dividend History |
| Bonus | N.A. |
| Fund Manager | J Venkatesan View performance of schemes managed by the Fund Manager |
| Notes | Sundaram India Leadership Fund has been merge with Sundaram Growth Fund with effective from July 11, 2012. |
| 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 | 0.9 | 4.4 | 19.1 | 8.0 | 10.1 |
| ICICI Pru Focused Bluechip Eqty (G) | Rank 2 |
4,290.51 | 1.4 | 5.0 | 22.1 | 11.7 | 13.1 |
| Franklin India Bluechip (G) | Rank 3 |
4,312.21 | 0.0 | 4.1 | 18.8 | 8.8 | 9.1 |
| L&T Equity Fund (G) | Rank 4 |
2,395.39 | 1.5 | -0.5 | 17.2 | 7.5 | 8.7 |
| DSP-BR Top 100 Equity - RP (G) | Rank 3 |
3,379.26 | 1.1 | 2.4 | 15.8 | 7.8 | 7.7 |
| * 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 | 18.02 |
| Oil & Gas | 12.95 | 15.55 | 8.15 |
| Engineering | 11.46 | 14.70 | 8.62 |
| Automotive | 8.56 | 8.56 | 6.65 |
| Technology | 8.30 | 14.09 | 7.38 |
| Media | 6.15 | 7.41 | 2.14 |
| 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 Growth Fund - Avoid due to inconsistency
According to Arnav Pandya, Investors can look for other alternatives in the large cap mutual fund sp ...
Oct 05, 2012 at 14:04 | Source: Moneycontrol.com
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 India Leadership merges with Sundaram Growth Fund
Sundaram Mutual Fund has approved the merger of Sundaram India Leadership Fund with Sundaram Growth ...
Jun 09, 2012 at 11:40 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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