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Sundaram PSU Opportunities Fund (G) SET SMS ALERT

9.283
0.04 (0.45%)
NAV as on Apr-23-2014

Fund Family Sundaram Mutual Fund

Fund Class Diversified Equity

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on Apr-23-2014)

Period Returns (%) Rank #
1 mth 9.6 6
3 mth 15.9 12
6 mth 17.0 76
1 year -1.4 147
2 year -2.2 79
3 year -7.3 78
5 year - -

# Moneycontrol Rank within 166 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.3 - - - -
2013 -10.7 -3.8 -11.8 7.5 -17.3
2012 15.2 -4.1 1.3 -0.2 14.2
2011 -4.6 -4.8 -7.1 -13.6 -26.9
2010 -0.8 4.1 16.5 -3.6 18.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 9.6 15.9 17.0 -1.4 -2.2 -7.3 --
Category avg 5.1 10.4 15.1 17.9 7.0 3.0 7.6
Difference of Fund returns and Category returns 4.5 5.5 1.9 -19.3 -9.2 -10.3 --
Best of category 10.2 21.3 25.2 53.4 33.6 17.3 27.0
Worst of category 1.5 2.6 7.3 -1.4 -2.2 -7.3 -2.6
Benchmark returns # 8.7 11.6 12.4 0.7 0.4 -6.9 --
Difference of Fund returns and Benchmark returns 0.9 4.3 4.6 -2.1 -2.6 -0.4 --
# Benchmark Index: CNX PSE

Investment Info

Investment Objective

Seek capital appreciation by investing in equity and equityrelated securities of public sector companies to the extent of at least 65%. The fund may also invest in bonds and other fixed-income instruments issued by public sector entities. Under normal circumstances, cash may be deployed in fixed income and money market instruments. Exposure to overseas securities shall not exceed 35% of assets and shall be only related to the theme

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Dec 24, 2009
Benchmark CNX PSE
Asset Size (Rs cr) 118.94 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager J Venkatesan
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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 4
9,590.31 17.1 24.8 23.2 6.3 22.3
Reliance Equity Oppor - RP (G) Rank 2
4,848.01 11.3 24.2 19.6 11.5 27.0
Reliance Growth Fund - RP (G) Rank 4
4,159.56 10.2 17.7 18.8 4.0 17.1
ICICI Pru Dynamic Plan (G) Rank 1
3,523.72 9.9 17.1 31.5 10.0 20.9
Reliance Vision Fund - RP (G) Rank 5
2,424.82 15.0 22.5 16.6 3.0 14.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
ONGC Oil & Gas - 12.03
BPCL Oil & Gas - 7.72
NTPC Utilities - 7.48
Coal India Metals & Mining - 6.50
Oil India Oil & Gas - 5.06
GAIL Oil & Gas - 4.94
JK Bank Banking/Finance - 4.14
SBI Banking/Finance - 4.08
PNB Banking/Finance - 3.68
Bank of Baroda Banking/Finance - 3.36

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Oil & Gas 33.75 33.22 25.60
Banking/Finance 19.41 36.55 19.27
Metals & Mining 10.62 13.25 11.16
Utilities 10.14 12.67 8.25
Technology 5.61 6.29 4.73
Manufacturing 3.83 6.33 2.16

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 95.09
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.91

View All

Concentration

Holdings (%)
Top 5 38.79
Top 10 58.99
Sector (%)
Top 3 63.78

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