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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 | 0.2 | 82 |
| 3 mth | -1.0 | 73 |
| 6 mth | -1.2 | 78 |
| 1 year | 5.3 | 83 |
| 2 year | -5.6 | 83 |
| 3 year | -1.6 | 79 |
| 5 year | - | - |
# Moneycontrol Rank within 89 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 | -13.1 | -4.8 | -7.1 | -13.6 | -33.4 |
| 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 | 0.2 | -1.0 | -1.2 | 5.3 | -5.6 | -1.6 | -- |
| Category avg | 2.9 | 1.1 | 3.1 | 18.8 | 4.2 | 4.8 | 4.1 |
| Difference of Fund returns and Category returns | -2.7 | -2.1 | -4.3 | -13.5 | -9.8 | -6.4 | -- |
| Best of category | 7.0 | 7.0 | 10.6 | 34.5 | 17.7 | 16.8 | 15.6 |
| Worst of category | -6.7 | -8.4 | -12.5 | -4.2 | -10.8 | -6.1 | -13.2 |
| Benchmark returns # | -1.3 | -3.5 | 1.7 | 8.3 | -7.1 | -7.9 | -- |
| Difference of Fund returns and Benchmark returns | 1.5 | 2.5 | -2.9 | -3.0 | 1.5 | 6.3 | -- |
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 | Dividend |
| Launch date | Dec 24, 2009 |
| Benchmark | CNX PSE |
| Asset Size (Rs cr) | 173.94 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.1.00 (Jan-07-2011) 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 | 3.1 | 6.9 | 22.3 | 7.3 | 11.0 |
| Reliance Growth Fund - RP (G) | Rank 4 |
5,175.99 | -0.9 | -1.7 | 15.9 | 2.2 | 5.1 |
| Reliance Equity Oppor - RP (G) | Rank 1 |
4,956.08 | 0.1 | 2.4 | 21.4 | 11.4 | 13.3 |
| ICICI Pru Dynamic Plan (G) | Rank 2 |
3,850.96 | -0.6 | 2.9 | 16.0 | 6.9 | 7.9 |
| SBI Contra Fund (G) | Rank 3 |
2,539.41 | 0.9 | 7.4 | 22.9 | 4.1 | 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 | 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 |
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