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Sundaram Growth Fund - Regular Plan (D)

PLAN: Regular OPTIONS: Dividend
15.751 0.01 (0.07%)

NAV as on 26 Nov, 2014

CRISIL MF RANK

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

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Sundaram India Leadership Fund has been merge with Sundaram Growth Fund with effective from July 11, 2012.
Benchmark Index:
 
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Returns (NAV as on 26 Nov, 2014)

Period Returns (%) Rank #
1 mth 6.8 46
3 mth 7.6 98
6 mth 16.7 104
1 year 42.0 111
2 year 19.1 67
3 year 18.0 62
5 year 9.7 57

# Moneycontrol Rank within 150 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.8 3.4 3.2 - -
2013 -10.7 1.3 -4.3 11.7 -1.1
2012 15.2 -3.2 8.8 4.5 29.3
2011 -9.2 -1.1 -11.2 -6.8 -26.8
2010 -19.0 2.5 16.7 -0.7 -2.3
2009 -13.8 50.0 21.7 -0.2 67.6

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 6.8 7.6 16.7 42.0 19.1 18.0 9.7
Category avg 6.2 8.3 19.6 47.3 12.1 10.8 5.7
Difference of Fund returns and Category returns 0.6 -0.7 -2.9 -5.3 7.0 7.2 4.0
Best of category 9.1 16.2 47.3 99.9 29.9 32.3 18.2
Worst of category 3.5 2.3 10.1 20.4 10.1 9.4 4.8
Benchmark returns # 6.0 7.6 15.5 43.2 22.8 20.7 10.6
Difference of Fund returns and Benchmark returns 0.8 0.0 1.2 -1.2 -3.7 -2.7 -0.9
Sundaram Growth Fund - Regular Plan (D) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equityrelated instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Apr 24, 1997
Benchmark S&P BSE 200
Asset Size (Rs cr) 178.14 (Sep-30-2014)
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 Sundaram India Leadership Fund has been merge with Sundaram Growth Fund with effective from July 11, 2012.

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 - Direct (G) Not Ranked
523.43 8.5 17.5 58.0 -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 8.4 17.1 57.1 24.4 14.9
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 9.3 20.5 48.9 25.3 18.2
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 9.1 20.1 47.8 24.3 17.3
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 9.3 20.5 48.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 9.32 5.13
HDFC Banking/Finance 8.52 4.68
HDFC Bank Banking/Finance 8.30 4.56
TCS Technology 7.20 3.96
ITC Tobacco 7.10 3.91
Larsen Engineering 6.99 3.85
Reliance Oil & Gas 6.80 3.74
ONGC Oil & Gas 5.47 3.01
ICICI Bank Banking/Finance 4.88 2.68
Yes Bank Banking/Finance 4.79 2.64

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 26.05 29.59 21.08
Technology 13.96 15.53 9.49
Oil & Gas 9.64 10.82 8.28
Automotive 8.65 10.35 5.71
Engineering 7.40 8.60 3.83
Pharmaceuticals 6.11 8.52 3.96

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 97.20
Others 4.65
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call -1.86

View All

Concentration

Holdings (%)
Top 5 22.24
Top 10 38.16
Sector (%)
Top 3 49.65

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