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Sundaram Equity Plus - Direct (D) - Scheme Profile

Fund

Fund House : Sundaram Mutual Fund

Fund Class : Equity - Diversified

NAV 20 Jan 2017 11.65 -0.08
(-0.68%)

Asset Type

Asset Allocation
CBLO 6.99
Equity 66.93
Indian Mutual Funds 26.66
Equity Sector No. of Shares Mkt Value % of Assets Stocks Return
Asset / Company Name     (Rs cr)   Last 3 Mths
HDFC Bank Banks - Private Sector 20,000 2.41 5.47 -1.49
Infosys Computers - Software - Large 22,000 2.22 5.05 -8.5
ITC Cigarettes 90,000 2.17 4.94 6.75
H D F C Finance - Housing 16,000 2.02 4.58 -9
ICICI Bank Banks - Private Sector 70,000 1.79 4.06 -5.08
Reliance Inds. Refineries 16,000 1.73 3.93 -5.77
› More

Sector Allocation

You can check out the sectoral allocation of the investments made for that scheme by the mutual fund in this Piechart as on the date selected.

Sector Name
Automobiles - LCVs / HCVs 1.70
Automobiles - Passenger Cars 4.20
Banks - Private Sector 13.26
Banks - Public Sector 2.84
Cement - North India 1.48
Cigarettes 4.94
Computers - Software - Large 11.41
Engineering - Turnkey Services 2.45

Top Holdings

You can check out the Top Holdings of the investments made for that scheme by the mutual fund in
this Piechart as on the date selected.

Company Name
Axis Bank 1.02
B P C L 0.87
Bharti Airtel 0.97
Coal India 0.88
Dr Reddy's Labs 1.04
H D F C 4.58
HCL Technologies 2.07
HDFC Bank 5.47