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 | 3.8 | 77 |
| 3 mth | -0.1 | 73 |
| 6 mth | 0.3 | 82 |
| 1 year | 8.5 | 83 |
| 2 year | -5.0 | 84 |
| 3 year | -1.3 | 79 |
| 5 year | - | - |
# Moneycontrol Rank within 90 Diversified Equity Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -10.7 | - | - | - | - |
| 2012 | 15.2 | -4.1 | 1.3 | -0.2 | 14.2 |
| 2011 | -4.6 | -4.8 | -7.1 | -13.6 | -26.9 |
| 2010 | -0.8 | 4.1 | 16.5 | -3.6 | 18.2 |
* 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 | 3.8 | -0.1 | 0.3 | 8.5 | -5.0 | -1.3 | -- |
| Category avg | 5.4 | 1.9 | 5.4 | 20.0 | 4.7 | 4.5 | 4.1 |
| Difference of Fund returns and Category returns | -1.6 | -2.0 | -5.1 | -11.5 | -9.7 | -5.8 | -- |
| Best of category | 8.7 | 7.2 | 14.7 | 35.4 | 18.2 | 15.8 | 15.4 |
| Worst of category | -3.7 | -7.3 | -11.4 | -2.6 | -9.9 | -6.1 | -13.1 |
| Benchmark returns # | 5.2 | 0.2 | 5.6 | 13.4 | -6.3 | -6.7 | -- |
| Difference of Fund returns and Benchmark returns | -1.4 | -0.3 | -5.3 | -4.9 | 1.3 | 5.4 | -- |
Investment Objective
Seek capital appreciation by investing in equity and equityrelated securities of public sector companies to the extent of at least 65%. The fund may also invest in bonds and other fixed-income instruments issued by public sector entities. Under normal circumstances, cash may be deployed in fixed income and money market instruments. Exposure to overseas securities shall not exceed 35% of assets and shall be only related to the theme
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Dec 24, 2009 |
| Benchmark | CNX PSE |
| Asset Size (Rs cr) | 173.94 (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 | 3.5 | 9.6 | 24.1 | 7.2 | 11.1 |
| Reliance Growth Fund - RP (G) | Rank 4 |
5,175.99 | 0.8 | 0.8 | 17.5 | 2.2 | 5.1 |
| Reliance Equity Oppor - RP (G) | Rank 1 |
4,956.08 | 2.5 | 5.7 | 24.8 | 11.3 | 13.3 |
| ICICI Pru Dynamic Plan (G) | Rank 2 |
3,850.96 | -0.1 | 3.6 | 15.5 | 6.5 | 7.7 |
| SBI Contra Fund (G) | Rank 3 |
2,539.41 | 1.3 | 8.9 | 22.1 | 3.5 | 4.2 |
| * 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 | 17.58 |
| Oil & Gas | 25.60 | 32.14 | 22.03 |
| Metals & Mining | 12.31 | 13.62 | 8.81 |
| Utilities | 10.34 | 15.78 | 9.72 |
| Chemicals | 4.86 | 11.67 | 4.86 |
| Manufacturing | 4.41 | 4.48 | 3.50 |
| 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
NAVs end with negative returns
Equity diversified NAVs ended lower with advance:decline ratio of 14:225 as the Indian equity benchm ...
Jun 04, 2011 at 1:01 | Source: Moneycontrol.com
NAVs end with positive returns
Equity diversified NAVs end with positive returns with advance:decline ratio of 243:7 as Indian equi ...
Jun 02, 2011 at 0:01 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
