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Sundaram Financial Services Opportunities - Inst. Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
38.832 0.85 (2.25%)

NAV as on 25 May, 2017

CRISIL MF RANK

Not Ranked

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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2017) 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 25 May, 2017)

Period Returns (%) Rank #
1 mth 2.5 10
3 mth 8.7 19
6 mth 21.8 22
1 year 38.7 14
2 year 14.1 14
3 year 16.3 11
5 year 18.8 5

# Moneycontrol Rank within 28 Sector - Banking & Finance Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 18.3 - - - -
2016 -4.9 14.6 9.3 -7.6 12.6
2015 -1.6 -1.9 -6.1 -2.5 -8.8
2014 9.4 20.3 0.4 21.0 58.0
2013 -12.7 -0.2 -19.4 18.2 -13.5
2012 27.4 -3.7 7.3 11.4 49.2

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Sector - Banking & Finance)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.5 8.7 21.8 38.7 14.1 16.3 18.8
Category avg 1.9 9.4 22.0 38.7 12.5 9.9 10.5
Difference of Fund returns and Category returns 0.6 -0.7 -0.2 0.0 1.6 6.4 8.3
Best of category 4.8 12.7 28.2 58.2 23.7 23.7 27.8
Worst of category -1.4 5.5 8.3 20.3 1.7 -3.1 6.9
Benchmark returns # 5.2 12.5 25.3 36.4 12.5 15.2 19.7
Difference of Fund returns and Benchmark returns -2.7 -3.8 -3.5 2.3 1.6 1.1 -0.9
# Benchmark Index: NIFTY BANK

Investment Info

Investment Objective

The investment objective of the scheme is to seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 14, 2008
Benchmark NIFTY BANK
Asset Size (Rs cr) 0.04 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani
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

Sector - Banking & Finance Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Banking Fund - Direct (G) Not Ranked
209.68 11.8 27.0 43.7 17.9 --
Reliance Banking Fund (G) Not Ranked
2,177.84 11.5 26.5 42.5 17.1 22.1
ICICI Pru Bkg&Fin Serv -Direct (G) Not Ranked
233.83 11.7 28.2 54.9 23.7 --
ICICI Pru Bkg & Fin Serv-RP(G) Not Ranked
1,266.70 11.3 27.3 53.0 22.4 27.8
Birla SL Bank&Financial Ser -RP (G) Not Ranked
839.89 8.1 24.9 39.1 20.8 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 38.66 24.99
ICICI Bank Banking/Finance 19.74 12.76
Kotak Mahindra Banking/Finance 13.26 8.57
SBI Banking/Finance 10.72 6.93
Axis Bank Banking/Finance 9.56 6.18
IndusInd Bank Banking/Finance 8.67 5.60
Yes Bank Banking/Finance 4.89 3.16
DCB Bank Banking/Finance 3.59 2.32
REC Banking/Finance 3.44 2.23
ICICI Prudentia Banking/Finance 3.25 2.10

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 85.29 91.17 91.17
Miscellaneous 5.70 1.37 1.37
Manufacturing 2.03 1.69 1.69

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 93.02
Others 3.69
Debt 0.00
Mutual Funds N.A
Money Market 6.49
Cash / Call -3.19

View All

Concentration

Holdings (%)
Top 5 59.43
Top 10 74.84
Sector (%)
Top 3 93.02

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