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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Thematic - Infrastructure category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
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Benchmark Index:

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Returns (NAV as on Jun-19-2013)

Period	Returns (%)	Rank #
1 mth	-11.0	30
3 mth	-6.7	30
6 mth	-23.1	32
1 year	-15.7	31
2 year	-17.9	30
3 year	-17.3	26
5 year	-6.7	22

# Moneycontrol Rank within 35 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-18.6	-	-	-	-
2012	21.2	-6.8	4.5	-1.1	19.6
2011	-13.3	-5.1	-12.2	-17.8	-40.1
2010	1.1	-0.4	8.0	-6.8	3.6
2009	-15.4	77.5	14.2	-0.2	87.1
2008	-32.2	-18.1	-6.6	-25.2	-62.5

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* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Thematic - Infrastructure)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-11.0	-6.7	-23.1	-15.7	-17.9	-17.3	-6.7
Category avg	-8.4	-2.0	-14.3	-2.8	-8.3	-9.0	-1.5
Difference of Fund returns and Category returns	-2.6	-4.7	-8.8	-12.9	-9.6	-8.3	-5.2
Best of category	-4.7	4.1	-3.0	17.6	7.5	2.8	4.4
Worst of category	-12.4	-7.4	-27.8	-19.0	-20.5	-22.3	-14.5
Benchmark returns #	-9.9	-1.9	-15.1	-1.5	-15.1	-14.2	-4.4
Difference of Fund returns and Benchmark returns	-1.1	-4.8	-8.0	-14.2	-2.8	-3.1	-2.3

Sundaram Capex Opportunities Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)

# Benchmark Index: S&P BSE CAPITAL GOODS

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies in the capital goods sector.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Sep 05, 2005
Benchmark	S&P BSE CAPITAL GOODS
Asset Size (Rs cr)	180.15 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Srividhya Rajesh ~ S. Krishnakumar View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office	Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No.	91 44 28583362, 28583367
Fax No.	91 44 28583156
Email	sundarammutual@sundarammutual.com
Website	http://www.sundarammutual.com

Peer Comparison

Thematic - Infrastructure	Crisil Rank	Assets (Rs.cr)
Thematic - Infrastructure	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
UTI Infrastructure Fund (G)	Rank 3	1,715.64	0.5	-10.9	3.8	-8.8	-3.0
Reliance Diver. Power - RP (G)	Rank 4	1,848.20	-6.1	-22.6	-11.0	-17.4	-4.2
DSP-BR India TIGER - IP (G)	Not Ranked	14.93	1.4	-11.7	7.3	-3.9	2.5
DSP-BR India TIGER - RP (G)	Rank 1	1,413.22	1.2	-11.9	6.7	-4.4	1.9
Tata Infrastructure Fund (G)	Rank 3	906.42	-1.4	-12.7	-1.6	-8.6	-2.5
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (May 31, 13)

Equity	Sector	Value (Rs cr)	Asset %
Larsen	Engineering	13.78	8.82
Honeywell Autom	Telecom	10.86	6.95
ALSTOM India	Engineering	9.51	6.09
Va Tech Wabag	Engineering	8.37	5.36
Cummins	Engineering	7.42	4.75
Thermax	Engineering	6.33	4.05
Siemens	Engineering	6.25	4.00
Karur Vysya	Banking/Finance	6.15	3.94
Crompton Greave	Engineering	5.04	3.23
Alstom T&D	Engineering	4.97	3.18