Fund Manager
S. KrishnaKumar
Shiv Chanani
Shiv Chanani
NAV as on May 22, 2013
(Regular Plan)
Growth:  13.59
Dividend:  11.08

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Sundaram Equity Multiplier  

Fund Objective
The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.
Positioning : Diversified Equity Fund
Overview
   The fund is positioned as a go-anywhere fund.
   It will invest across market-cap category and sectors with enhanced exposure towards mid- and small-cap stocks
   The portfolio will hold 35-40 stocks
   The fund is benchmarked to S&P CNX 500 Index and takes deviant sector and stock bets
Asset Allocation
Scheme/Instrument % of the investible funds (indicative) Risk Profile
Equity and equity-related instruments (including investment in derivatives) 65%-100% High
Debt Securities including Securitized Debt*, Money Market Instruments 0%-35% Low to Medium
The Scheme may invest up to 35% of the net assets in overseas securities.

Sundaram Equity Multiplier Portfolio Date: April 30, 2013
(%)
Security Weight
1 Karur Vysya Bank 6.00
2 Development Credit Bank 5.29
3 Satyam Computers 5.20
4 Polaris Software 5.17
5 Aditya Birla Nuvo 5.06
6 CESC 4.69
7 Punjab National Bank 4.23
8 Wyeth Lederle 3.73
9 Indraprastha Gas 3.54
10 Shasun Pharma 3.49
11 Bajaj FinServ 3.38
12 Tata Global Beverages 3.01
13 Repco Home Finance 2.84
14 ELANTAS BECK INDIA LIMITED 2.37
15 SKF Bearings 2.27
16 Vatech Wabag 2.11
17 Akzo Nobel 2.00
18 Reliance Industries 1.86
19 Credit Analysis & Research 1.81
20 Bank of India 1.58
21 United Phosphorus 1.55
22 Crompton Greaves 1.45
23 Mahindra Holiday 1.41
24 Den Networks 1.30
25 Torrent Pharma 1.22
26 IVRCL Infra 1.18
27 Petronet LNG 1.10
28 Vascon Engineers 0.90
29 Career Point Infosystems 0.85
30 H P C L 0.60
31 Wipro 0.55
32 Balrampur Chini Mills 0.37
33 Madras Cements 0.06
Equity 82.17
Derivatives 0.00
Fixed Income 0.00
Cash 17.83
Average AUM (Rs.crore) 127
Number of Stocks 33

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Max's Chart

Sector Profile

Financial Services
25.10
Energy
11.80
IT
10.90
Services
9.40
Pharma
8.40
Consumer Goods
5.40
Industrial Manufacturing
3.70
Others
7.40
Cash
17.80
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Fund Facts
Inception February 2007
Average AUM  127 Crore
Benchmark CNX 500 Index
Plans
 Regular
 Direct
Options
Growth
Dividend
 Payout
 Reinvest
Minimum Investment   5,000
SIP / STP
Quarterly-  750
Monthly-  250
Weekly-  1,000
Minimum Additional Purchase   500
Exit Load (both plans) 1% if redeemend < 12 months
Nil if redeemend > 12 months
Entry Load Nil
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