Sundaram Growth Fund(D)
Scheme Returns
0%
Category Returns
-0.34%
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Sundaram Growth Fund(D) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Equity - Large Cap Fund | -0.94 | -1.51 | -0.34 | 3.82 | 32.98 | 17.16 | 25.93 | 16.14 | 15.39 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Sundaram Asset Management Company Limited
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Fund
Sundaram Mutual Fund
Snapshot
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Inception Date
21-Jan-2003
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
9,709.05
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Scheme Plan
--
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Scheme Class
Equity - Large Cap Fund
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Objectives
To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.
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Scheme Type
Open ended scheme
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Min. Investment
₹5,000
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Exit Load
--
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Latest NAV
--
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Fund Manager
Mr. Shiv Chanani
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Fund Manager Profile
Mr. Shiv Chanani is a CFA charter holder and a PGDM from Indian Institute of Management, Bangalore. Shiv joined Sundaram Mutual in September 2011 as Head of Equity Research. He was appointed Fund Manager in January 2013. Shiv has over 12 years of experience in Equity Research and Fund Management. His prior experience includes working with ICICI Securities Limited and Reliance Mutual Fund.
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
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Fund Information
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AMC
Sundaram Asset Management Company Limited
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Address
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
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Phone
+91 (22) 28583362/3367
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Fax
(040) 23311968
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Email
customerservices@sundarammutual.com
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Website
www.sundarammutual.com
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032
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Phone
(040) 23312454 23320751 23320752
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Fax
(040) 23311968
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Email
customercare@karvy.com
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Website
https://mfs.kfintech.com/
Portfolio Details
| Company | Market Value | hold percentage |
|---|---|---|
| Housing Development Fin Corp Ltd | 1124.36 | 6.41 |
| Cipla Ltd | 146.1 | 0.83 |
| State Bank Of India Ltd | 391.38 | 2.23 |
| Dr.Reddys Laboratories Ltd | 194.66 | 1.11 |
| HDFC Bank Ltd | 1291.2 | 7.36 |
| Hero Motocorp Ltd | 223.11 | 1.27 |
| Hindustan Construction Company Ltd | 0.3 | 0 |
| Infosys Ltd | 1035.85 | 5.9 |
| Kotak Mahindra Bank Ltd | 435.73 | 2.48 |
| Lupin Ltd | 177.86 | 1.01 |
| Grasim | 177.6 | 1.2 |
| Reliance Industries Ltd | 742 | 4.23 |
| TATA Power Co Ltd | 72.22 | 0.41 |
| Associated Cement Co. Ltd | 76.94 | 0.44 |
| Gujarat Ambuja Cement Co.Ltd | 108.4 | 0.62 |
| Tata Steel Ltd | 125.83 | 0.72 |
| Larsen & Toubro Ltd | 620.31 | 3.53 |
| Mahindra & Mahindra Ltd | 344.78 | 1.96 |
| Bharat Petroleum Corpn Ltd | 156.68 | 0.89 |
| Tata Motors Ltd | 602.22 | 3.43 |
| Hindustan Unilever Ltd | 330.14 | 1.88 |
| Nestle India Ltd. | 74.33 | 0.47 |
| Asian Paints Ltd | 254.74 | 1.45 |
| ITC Ltd | 1092.21 | 6.22 |
| Zee Entertainment Enterprises Ltd | 151.06 | 0.86 |
| Wipro Ltd | 157.33 | 0.9 |
| Sun Pharmaceuticals Ltd | 418.85 | 2.39 |
| Aurobindo Pharma Ltd -Equ | 102.81 | 0.59 |
| Money Matters Financial Services | 323.95 | 2.11 |
| Bank of Baroda | 78.22 | 0.45 |
| GAIL (India) Ltd | 92.14 | 0.52 |
| ICICI Bank Ltd | 748.2 | 4.26 |
| IndusInd Bank Ltd | 296.55 | 1.69 |
| Axis Bank Ltd | 489.42 | 2.79 |
| HCL Technologies Ltd | 217.99 | 1.24 |
| Bharti Airtel Ltd | 222.21 | 1.27 |
| Maruti Suzuki India Ltd | 353.76 | 2.02 |
| Ultra Tech Cement Ltd | 201.44 | 1.15 |
| TATA Consultancy Services Ltd | 527.37 | 3 |
| NTPC Ltd | 194.29 | 1.11 |
| Infrastructure Development Finance company | 37.12 | 0.33 |
| Tech Mahindra Ltd | 145.33 | 0.83 |
| Fiem Industries Ltd | 110.81 | 0.75 |
| Power Finance Corporation Ltd. | 21.38 | 0.14 |
| Idea Cellular Ltd | 50.46 | 0.29 |
| Power Grid | 148.43 | 0.84 |
| Bajaj Auto Ltd | 196.58 | 1.12 |
| Bharti Infratel Ltd | 94.7 | 0.54 |
| Persistent Systems | 13.16 | 0.08 |
| CBLO | 2983.49 | 17 |
| Cash and Other Net Current Assets | -296.53 | -1.69 |
| Coal India Ltd | 210.11 | 1.2 |
| Nifty Dec 2017 Option 8300.000 | 0.31 | 0 |
| Nifty Dec 2017 Option 8500.000 | 0.3 | 0 |
| Nifty Dec 2017 Option-C 8700.000 | 0.24 | 0 |
Divident Details
| Scheme Name | Date | Dividend (%) |
| Sundaram Growth Fund | 01-06-2006 | 3.5 |
| Sundaram Growth Fund | 19-11-2007 | 6.5 |
| Sundaram Growth Fund | 22-02-2010 | 2 |
| Sundaram Growth Fund | 28-04-2014 | 1.5 |
| Sundaram Growth Fund | 26-03-2015 | 4.03 |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| JM Large Cap Fund (Regular) - IDCW | 22.01 | 0.25 | 3.4 | 25.62 | 43.14 | 20.43 |
| NIPPON INDIA LARGE CAP FUND - IDCW Option | 487.64 | -0.2 | 5.46 | 21.88 | 39.82 | 24.6 |
| ICICI Prudential Bluechip Fund - IDCW | 553.49 | -0.13 | 3.26 | 21.4 | 37.58 | 20.66 |
| Invesco India Largecap Fund - IDCW (Payout / Reinvestment) | 14.44 | 0.36 | 5.18 | 21.52 | 37.36 | 18.71 |
| BARODA BNP PARIBAS LARGE CAP Fund - Regular Plan - IDCW Option | 46.89 | -0.07 | 5.23 | 23.65 | 37.26 | 18.84 |
| Taurus Large Cap Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option | 3.77 | -0.75 | 3.12 | 23.88 | 36.8 | 16.78 |
| DSP Top 100 Equity Fund - Regular Plan - IDCW | 1344.57 | 1.18 | 5.38 | 19.82 | 35.55 | 16.23 |
| HDFC Top 100 Fund - IDCW Option - Regular Plan | 3138.99 | -0.72 | 2.21 | 19.01 | 34.48 | 20.91 |
| Bandhan Large Cap Fund - Regular Plan - IDCW | 249.57 | -0.76 | 2.23 | 21.24 | 33.14 | 16.91 |
| HSBC Large Cap Fund - Regular IDCW | 730.58 | -0.58 | 3.36 | 18.8 | 32.81 | 16.5 |
Other Funds From - Sundaram Growth Fund(D)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 10269.46 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 10262.08 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 10112.24 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 9880.35 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 9293.43 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8777.42 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8617.55 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8477.71 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8358.16 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 7975.51 | 0.67 | 4.85 | 24.29 | 53.53 | 25.71 |