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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 | -6.2 | - |
| 3 mth | -1.3 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 51 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -8.8 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -6.2 | -1.3 | -- | -- | -- | -- | -- |
| Category avg | -5.0 | 0.5 | -5.3 | 12.7 | 3.9 | 2.1 | 4.3 |
| Difference of Fund returns and Category returns | -1.2 | -1.8 | -- | -- | -- | -- | -- |
| Best of category | -2.6 | 5.0 | 0.7 | 21.3 | 10.8 | 9.4 | 13.5 |
| Worst of category | -7.6 | -3.0 | -16.0 | -7.7 | -14.8 | -12.5 | -7.9 |
| Benchmark returns # | -5.8 | -0.8 | -3.3 | 14.3 | 3.6 | 1.8 | 4.1 |
| Difference of Fund returns and Benchmark returns | -0.4 | -0.5 | -- | -- | -- | -- | -- |
Investment Objective
The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as midcaps.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 0.47 (Mar-30-2013) |
| Minimum Investment | Rs.500 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Srividhya Rajesh ~ J Venkatesan View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | -1.8 | -7.0 | 7.6 | 1.5 | 9.8 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 1.6 | -8.3 | 10.0 | 4.6 | 10.5 |
| Birla SL Tax Relief 96 (G) | Rank 5 |
703.13 | 2.3 | -4.7 | 17.3 | -0.4 | 5.2 |
| Birla SL Tax Relief 96 (D) | Not Ranked |
776.80 | 2.2 | -8.3 | 12.9 | -3.3 | 3.3 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 1.2 | -2.5 | 14.9 | 3.9 | 6.9 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Cipla | Pharmaceuticals | 67.67 | 5.29 |
| SBI | Banking/Finance | 66.13 | 5.17 |
| Bajaj Finance | Banking/Finance | 55.77 | 4.36 |
| Reliance | Oil & Gas | 55.26 | 4.32 |
| Larsen | Engineering | 51.93 | 4.06 |
| Mahindra Satyam | Technology | 50.91 | 3.98 |
| ICICI Bank | Banking/Finance | 47.46 | 3.71 |
| Bharti Airtel | Telecom | 46.30 | 3.62 |
| Karur Vysya | Banking/Finance | 43.23 | 3.38 |
| IndusInd Bank | Banking/Finance | 39.91 | 3.12 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 32.35 | 33.34 | 32.35 |
| Oil & Gas | 14.01 | 14.01 | 9.98 |
| Technology | 12.75 | 15.31 | 12.75 |
| Engineering | 7.09 | 7.25 | 6.54 |
| Pharmaceuticals | 6.31 | 6.73 | 6.31 |
| Automotive | 4.94 | 4.94 | 4.14 |
| Equity | 98.45 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.56 |
| Holdings | (%) |
|---|---|
| Top 5 | 23.20 |
| Top 10 | 41.01 |
| Sector | (%) |
|---|---|
| Top 3 | 59.11 |
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
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