Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Diversified Equity
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -3.6 | - |
| 3 mth | -3.5 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 89 Diversified Equity Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -12.9 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Diversified Equity)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -3.6 | -3.5 | -- | -- | -- | -- | -- |
| Category avg | 0.4 | -0.5 | 0.9 | 15.4 | 3.6 | 5.1 | 4.2 |
| Difference of Fund returns and Category returns | -4.0 | -3.0 | -- | -- | -- | -- | -- |
| Best of category | 6.8 | 6.6 | 8.3 | 31.7 | 16.9 | 17.5 | 15.7 |
| Worst of category | -8.9 | -9.9 | -14.5 | -7.3 | -11.6 | -5.9 | -13.1 |
| Benchmark returns # | -2.6 | -3.6 | 2.0 | 6.5 | -6.8 | -8.0 | -- |
| Difference of Fund returns and Benchmark returns | -1.0 | 0.1 | -- | -- | -- | -- | -- |
Investment Objective
To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jan 01, 2013 |
| Benchmark | CNX PSE |
| Asset Size (Rs cr) | 0.04 (Mar-30-2013) |
| 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 |
| 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 |
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Equity Fund (G) | Rank 3 |
11,165.20 | 0.7 | 3.8 | 17.2 | 7.2 | 10.9 |
| Reliance Growth Fund - RP (G) | Rank 4 |
5,175.99 | -2.3 | -4.3 | 12.9 | 2.7 | 5.2 |
| Reliance Equity Oppor - RP (G) | Rank 1 |
4,956.08 | -1.9 | -0.6 | 17.2 | 11.7 | 13.4 |
| ICICI Pru Dynamic Plan (G) | Rank 2 |
3,850.96 | -2.3 | 0.6 | 12.1 | 6.9 | 7.9 |
| SBI Contra Fund (G) | Rank 3 |
2,539.41 | -1.1 | 4.4 | 18.9 | 4.2 | 4.5 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| SBI | Banking/Finance | 15.53 | 9.92 |
| ONGC | Oil & Gas | 15.05 | 9.61 |
| Coal India | Metals & Mining | 12.83 | 8.19 |
| NTPC | Utilities | 12.34 | 7.88 |
| PNB | Banking/Finance | 9.87 | 6.30 |
| JK Bank | Banking/Finance | 9.76 | 6.23 |
| Bank of Baroda | Banking/Finance | 8.22 | 5.25 |
| BPCL | Oil & Gas | 8.13 | 5.19 |
| GSFC | Chemicals | 7.61 | 4.86 |
| Bharat Elec | Manufacturing | 6.91 | 4.41 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 36.55 | 37.05 | 36.07 |
| Oil & Gas | 25.60 | 25.60 | 23.20 |
| Metals & Mining | 12.31 | 12.84 | 12.31 |
| Utilities | 10.34 | 10.47 | 9.72 |
| Chemicals | 4.86 | 5.34 | 4.86 |
| Manufacturing | 4.41 | 4.48 | 4.10 |
| Equity | 98.90 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.10 |
| Holdings | (%) |
|---|---|
| Top 5 | 41.90 |
| Top 10 | 67.84 |
| Sector | (%) |
|---|---|
| Top 3 | 74.46 |
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 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
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
