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Sundaram Equity Multiplier

Sundaram Equity Multiplier Fund - Invest Online

 

Sundaram Equity Multiplier launched in February 2007 comes with a track record of eight years. The objective of the fund is to create long term wealth by investing in a portfolio of multi-cap diversified stocks.

Top 10 Holdings account for more than 33% weightage as on July 31, 2015; and are as follows:

HDFC Bank - 5.2%ICICI Bank - 3.1%
Infosys - 5.1%TCS - 2.9%
Reliance Industries - 4.0% ICRA - 2.2%
State Bank of India - 3.5%GIC Housing Finance - 2.2%
Larsen & Toubro - 3.2% TATA Communications - 2.1%

The illustration below shows the performance of Sundaram Equity Multiplier vis-á-vis it's Benchmark (CNX 500 Index) and S&P CNX Nifty since inception (February 2007).

A Fund Performance - Key Highlights

  • In last three years, Sundaram Equity Multiplier has outperformed by 3.1%. The fund has delivered an annualised return of 21.4%, its benchmark (CNX 500 Index) delivered 18.3%.
  • An Investment of ₹ 10,000 at launch is now ₹ 22,753.
  • An SIP of ₹ 1,000 a month since 2010 is worth ₹ 92,349 giving a 17.30% compounded annualised return over the period while its benchmark delivered 14.44%.
  • Declared Cumulative Dividend of 50% (₹ 5 per unit in total) since inception on the face value of ₹ 10 per unit.

Why Sundaram Equity Multiplier - Economic Outlook

  • Consumer inflation has stayed muted due to strong RBI stance on Inflation.
  • A well-managed rupee by the RBI has meant that the volatility was contained and has depreciated the least among the rest of the EM currencies with respect to USD.
  • Since the latest growth numbers was less then expectation, we expect another 25 bps of rate cut by RBI to spur growth.
  • Low commodity prices along with low oil price to help contain CAD.
  • Corporate growth to enter a growth phase aided by domestic recovery.
  • Above reasons to augur well for the economy to lead it into a growth trajectory.

Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015

1.ICICI Prudential Tax Plan

2.Reliance Tax Saver (ELSS) Fund

3.HDFC TaxSaver

4.DSP BlackRock Tax Saver Fund

5.Religare Tax Plan

6.Franklin India TaxShield

7.Canara Robeco Equity Tax Saver

8.IDFC Tax Advantage (ELSS) Fund

9.Axis Tax Saver Fund

10.BNP Paribas Long Term Equity Fund

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