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Sundaram PSU Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
9.323 0.12 (1.25%)

NAV as on 12 Feb, 2016

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 12 Feb, 2016)

Period Returns (%) Rank #
1 mth -13.8 238
3 mth -15.7 230
6 mth -20.5 223
1 year -22.7 211
2 year 9.3 166
3 year -1.1 163
5 year -2.9 81

# Moneycontrol Rank within 283 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -4.7 -0.3 -8.2 4.9 -6.4
2014 7.3 32.7 -4.3 8.8 48.1
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

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 -13.8 -15.7 -20.5 -22.7 9.3 -1.1 -2.9
Category avg -9.0 -10.8 -15.1 -14.1 11.9 7.7 5.3
Difference of Fund returns and Category returns -4.8 -4.9 -5.4 -8.6 -2.6 -8.8 -8.2
Best of category 7.5 0.7 -1.2 11.9 33.7 30.4 20.3
Worst of category -16.7 -19.8 -25.6 -36.6 -7.8 -5.8 -6.6
Benchmark returns # -13.2 -12.1 -20.4 -26.5 1.1 -4.1 -5.4
Difference of Fund returns and Benchmark returns -0.6 -3.6 -0.1 3.8 8.2 3.0 2.5
# Benchmark Index: NIFTY 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 NIFTY PSE
Asset Size (Rs cr) 93.72 (Dec-31-2015)
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 5
14,512.78 -18.6 -23.2 -25.0 7.7 6.1
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 -15.6 -20.0 -20.9 12.5 12.4
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 -12.4 -16.0 -14.6 20.5 15.9
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Reliance Growth Fund - RP (G) Rank 3
5,228.90 -14.2 -20.2 -18.2 12.0 8.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 30, 15)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Oct 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 30, 15)

Equity 92.21
Others 2.65
Debt 0.00
Mutual Funds N.A
Money Market 5.21
Cash / Call -0.07

View All

Sector (%)
Top 3 N.A.

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