Sundaram Capex Opportunities Fund (G) NAV | Sundaram Mutual Fund | Sundaram Capex Opportunities Fund (G) Investment

MARKET RADAR

SENSEX NIFTY Refresh

SNAPSHOT

SNAPSHOT

Performance

Investment Info

Peers

Portfolio

News and Videos

News Videos

Average performance in the category

The scheme is ranked 3 in Thematic - Infrastructure category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category

Benchmark Index:

View Historic Graph From To

Returns (NAV as on May-25-2012)

Period	Returns (%)	Rank #
1 mth	-8.7	30
3 mth	-10.6	22
6 mth	-3.7	21
1 year	-23.2	29
2 year	-16.3	24
3 year	-2.9	18
5 year	-2.3	12

# Moneycontrol Rank within 36 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	21.2	-	-	-	-
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
2007	-10.6	32.3	19.3	35.6	88.2

View where it stands within its peers

* Returns over 1 year are Annualised

Returns Calculator SIP Calculator

EXPAND ALL

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	-8.7	-10.6	-3.7	-23.2	-16.3	-2.9	-2.3
Category avg	-6.5	-9.4	-2.8	-16.6	-9.8	-1.1	-0.5
Difference of Fund returns and Category returns	-2.2	-1.2	-0.9	-6.6	-6.5	-1.8	-1.8
Best of category	-4.1	-5.1	8.5	-5.0	-1.2	7.6	5.5
Worst of category	-9.9	-15.0	-10.9	-26.6	-21.8	-10.2	-13.1
Benchmark returns #	-6.2	-13.0	-7.0	-30.5	-17.8	-7.3	-3.4
Difference of Fund returns and Benchmark returns	-2.5	2.4	3.3	7.3	1.5	4.4	1.1

# Benchmark Index: 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	BSE CAPITAL GOODS
Asset Size (Rs cr)	259.42 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Srividhya Rajesh 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	www.sundarammutual.com

Peer Comparison

Thematic - Infrastructure	Crisil Rank	Assets (Rs.cr)
Thematic - Infrastructure	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
DSP-BR India TIGER - IP (G)	Not Ranked	16.44	-8.5	0.0	-13.3	1.9	1.2
DSP-BR India TIGER - RP (G)	Rank 2	1,657.27	-8.6	-0.2	-13.7	1.3	0.3
Tata Infrastructure Fund (G)	Rank 4	1,171.17	-9.7	-1.8	-17.7	-0.8	-0.1
HSBC Progressive Themes (G)	Rank 3	169.41	-5.3	8.5	-9.6	-2.2	-5.1
DSP-BR Natural Resources-RP(G)	Rank 1	119.60	-9.7	-5.8	-13.2	7.6	--
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Equity	Sector	Value (Rs cr)	Asset %
Larsen	Engineering	-	5.43
Honeywell Autom	Telecom	-	5.26
BHEL	Engineering	-	4.20
Alstom Projects	Engineering	-	4.10
Thermax	Engineering	-	3.52
Cummins	Engineering	-	3.44
Sadbhav Eng	Cement	-	3.39
KEC Int	Engineering	-	3.37
Alstom T&D	Engineering	-	2.77
Karur Vysya	Banking/Finance	-	2.64