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Sundaram Financial Services Opportunities - Inst. Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
32.396 0.26 (0.80%)

NAV as on 27 Jul, 2016

CRISIL MF RANK

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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 27 Jul, 2016)

Period Returns (%) Rank #
1 mth 9.0 15
3 mth 18.3 11
6 mth 29.4 12
1 year 8.0 10
2 year 14.6 8
3 year 23.7 8
5 year 10.5 6

# Moneycontrol Rank within 30 Sector - Banking & Finance Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.9 - - - -
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
2011 -1.3 -4.9 -15.1 -13.0 -32.4

View where it stands within its peers

* Returns over 1 year are Annualised

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 9.0 18.3 29.4 8.0 14.6 23.7 10.5
Category avg 8.9 17.2 27.7 5.4 7.5 13.8 5.0
Difference of Fund returns and Category returns 0.1 1.1 1.7 2.6 7.1 9.9 5.5
Best of category 12.1 26.0 38.6 21.9 26.9 32.9 19.2
Worst of category 5.9 10.2 15.7 -9.6 -11.1 6.0 -6.2
Benchmark returns # 8.6 12.7 22.4 4.4 11.8 22.6 11.6
Difference of Fund returns and Benchmark returns 0.4 5.6 7.0 3.6 2.8 1.1 -1.1
# 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) 0.03 (Jun-30-2016)
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 (G) Not Ranked
1,901.05 16.5 26.3 6.6 26.5 13.6
ICICI Pru Bkg & Fin Serv-RP(G) Not Ranked
766.93 25.6 37.4 15.3 31.7 19.2
GS Bank BeES Not Ranked
638.67 14.7 24.4 4.4 22.5 11.9
Birla SL Bank&Financial Ser -RP (G) Not Ranked
534.03 23.3 38.1 21.2 -- --
UTI Banking Sector (G) Not Ranked
378.17 19.7 33.9 11.5 24.1 11.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.01 24.00
ICICI Bank Banking/Finance 0.01 14.81
Kotak Mahindra Banking/Finance 0.00 8.81
Axis Bank Banking/Finance 0.00 8.21
SBI Banking/Finance 0.00 6.23
IndusInd Bank Banking/Finance 0.00 5.13
Yes Bank Banking/Finance 0.00 4.26
Ujjivan Financi Banking/Finance 0.00 3.07
Max Financial Manufacturing 0.00 2.46
Bank of Baroda Banking/Finance 0.00 1.96

Full Portfolio

Sector Allocation (Jun 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 90.21 97.74 86.94
Manufacturing 2.46 2.35 0.50
Miscellaneous 1.24 2.16 0.37

View All Sectors

Asset Allocation (%)(Jun 30, 16)

Equity 93.91
Others -1.85
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.93

View All

Concentration

Holdings (%)
Top 5 62.06
Top 10 78.94
Sector (%)
Top 3 93.91

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