Sundaram Capex Opportunities Fund (G) |
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| Top Holdings (Jan 31, 12) | |||
| Equity | Sector | Value (Rs cr) | Asset % |
| Larsen | Engineering | - | 6.75 |
| BHEL | Engineering | - | 5.52 |
| Honeywell Autom | Telecom | - | 4.45 |
| Thermax | Engineering | - | 3.97 |
| IndraprasthaGas | Oil & Gas | - | 3.35 |
| Alstom Projects | Engineering | - | 3.20 |
| Sadbhav Eng | Cement | - | 3.01 |
| KEC Int | Engineering | - | 2.99 |
| Petronet LNG | Oil & Gas | - | 2.89 |
| Areva T&D | Engineering | - | 2.89 |
| Full Portfolio | |||
| Sector Allocation (Jan 31, 12) | |||
| Sector | % | -- 1-Year -- | |
| High | Low | ||
| Engineering | 51.08 | 51.08 | 39.73 |
| Oil & Gas | 8.23 | 13.67 | 8.23 |
| Banking/Finance | 8.13 | 8.13 | 4.42 |
| Cement | 8.06 | 10.39 | 6.14 |
| Telecom | 5.67 | 7.07 | 4.10 |
| Services | 3.67 | 6.09 | 2.81 |
| View All Sectors | |||
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