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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 | - | - |
| 3 mth | - | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 15.0 | -3.0 | 1.4 | - | 14.4 |
| 2011 | 6.2 | - | -11.7 | -5.7 | -12.9 |
* Returns over 1 year are Annualised
Fund returns v/s Category average ()
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -- | -- | -- | -- | -- | -- | -- |
| Category avg | 4.4 | 5.8 | 4.1 | 38.4 | -- | -0.1 | -6.9 |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | 4.4 | 5.8 | 4.1 | 38.4 | -- | -0.1 | -6.9 |
| Worst of category | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Benchmark returns # | 4.8 | 4.5 | 8.9 | 24.6 | 6.5 | 7.4 | 3.6 |
| Difference of Fund returns and Benchmark returns | -- | -- | -- | -- | -- | -- | -- |
Investment Objective
To achieve capital appreciation by investing in select stocks of companies. The leaders are identified as top 2/3 companies in any sector/sub-sector in terms of net revenue or total income.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Apr 15, 2008 |
| Benchmark | CNX NIFTY |
| Asset Size (Rs cr) | 0.00 (Sep-30-2012) |
| Minimum Investment | Rs.10000000 |
| Last Dividend | N.A. |
| 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 |
| Crisil Rank | Assets (Rs.cr) |
||||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Sundaram Capex Oppor.- IP (G) | Not Ranked |
0.32 | 0.0 | 0.0 | -- | -- | -- |
| Mirae Ultra STBF - SIP (G) | Not Ranked |
257.04 | 0.0 | 0.0 | -- | -- | -- |
| Mirae Liquid Fund - SIP (G) | Not Ranked |
231.07 | 0.0 | 0.0 | -- | -- | -- |
| HSBC Income (IP)-Inst Plan (G) | Not Ranked |
2.70 | 0.0 | 0.0 | -- | -0.1 | -6.9 |
| Peerless Ultra Short Term -IP (G) | Not Ranked |
20.98 | 0.0 | 0.0 | -- | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Larsen | Engineering | - | 4.59 |
| TCS | Technology | - | 4.47 |
| Bharti Airtel | Telecom | - | 4.42 |
| ICICI Bank | Banking/Finance | - | 4.25 |
| ITC | Tobacco | - | 4.16 |
| Cairn India | Oil & Gas | - | 3.71 |
| ONGC | Oil & Gas | - | 3.61 |
| SBI | Banking/Finance | - | 3.40 |
| HUL | Cons NonDurable | - | 3.21 |
| Infosys | Technology | - | 3.11 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 18.80 | 17.86 | 17.86 |
| Oil & Gas | 15.35 | 15.35 | 15.35 |
| Technology | 10.90 | 10.95 | 10.95 |
| Engineering | 10.14 | 8.50 | 8.50 |
| Automotive | 7.35 | 7.17 | 7.17 |
| Food & Beverage | 4.72 | 4.48 | 4.48 |
| Equity | 97.18 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.77 |
| Holdings | (%) |
|---|---|
| Top 5 | 21.89 |
| Top 10 | 38.93 |
| Sector | (%) |
|---|---|
| Top 3 | 45.05 |
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
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
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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