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| Home >> Sundaram Growth Fund |
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Growth Fund |
Diversified Large-Cap Fund |
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| Snapshot of Performance |
Performance data as on 31.03.2012 |
| Period |
NAV Per Unit (Rs) |
Fund % |
Benchmark % |
S&P CNX Nifty % |
Excess % Points |
| Since inception |
85.69 |
17.9 |
12.6 |
11.3 |
5.3 |
| 31/03/11 to 31/03/12 |
85.69 |
-7.8 |
-9.3 |
-9.2 |
1.5 |
| 31/03/10 to 31/03/11 |
92.97 |
9.8 |
8.1 |
11.1 |
1.6 |
| 31/03/09 to 31/03/10 |
84.70 |
89.6 |
92.9 |
73.8 |
-3.3 |
| Last 3 years |
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24.2 |
23.7 |
20.6 |
0.6 |
| Last 5 years |
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6.4 |
6.7 |
6.7 |
-0.3 |
| Last 8 years |
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15.9 |
14.4 |
14.7 |
1.4 |
| Rs 10,000 invested at launch |
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1,17,827 |
59,296 |
49,621 |
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| Snapshot of SIP Performance |
Performance data as on 31.03.2012 |
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| Value of Rs 1000 a month SIP |
| Period |
Investment |
Fund |
Benchmark |
| Since Inception |
1,79,000 |
8,04,110 |
5,91,212 |
| Last 10 years |
1,20,000 |
2,87,068 |
2,63,536 |
| Last 7 years |
84,000 |
1,08,985 |
1,11,441 |
| Last 5 years |
60,000 |
67,028 |
68,559 |
| Last 3 years |
36,000 |
37,517 |
37,387 |
| Last 2 years |
24,000 |
23,108 |
23,148 |
| Last 1 year |
12,000 |
11,996 |
12,045 |
| Since Inception Returns |
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18.2% |
14.7% |
| *Past performance may or may not be sustained in future. Performance
information is as of March 31, 2012. Returns are computed using an adjusted series of NAV (adjusted for dividends declared
before separate Dividend and Growth Options were introduced in January 2003) and are presented on a compounded annual
basis. Excess return is relative to the designated benchmark and after rounding-off effect. |
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Click here to view fund related risk factors and disclaimer
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