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Sundaram Media & Entertainment Opportunities - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
15.070 0.07 (0.50%)

NAV as on 27 May, 2016

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Sector - Others
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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 May, 2016)

Period Returns (%) Rank #
1 mth 3.1 6
3 mth 13.0 16
6 mth -0.1 7
1 year 14.3 1
2 year 13.8 8
3 year 15.0 8
5 year - -

# Moneycontrol Rank within 24 Sector - Others Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -10.6 - - - -
2015 -3.5 2.4 3.8 12.6 16.9
2014 1.4 15.0 -9.7 10.5 18.4
2013 -12.4 -4.0 -1.2 14.4 -1.0

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Sector - Others)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.1 13.0 -0.1 14.3 13.8 15.0 --
Category avg 1.4 11.0 -0.1 0.8 8.4 10.6 7.0
Difference of Fund returns and Category returns 1.7 2.0 0.0 13.5 5.4 4.4 --
Best of category 4.5 19.8 10.7 14.3 27.3 39.0 26.3
Worst of category -2.0 -10.3 -4.2 -17.2 2.0 5.8 0.2
Benchmark returns # 6.0 17.5 4.9 21.0 15.6 13.5 --
Difference of Fund returns and Benchmark returns -2.9 -4.5 -5.0 -6.7 -1.8 1.5 --
# Benchmark Index: NIFTY MEDIA

Investment Info

Investment Objective

The objective of the Scheme would be to achieve long term capital appreciation by investing primarily in the equity and equity related instruments of companies that focus on opportunities in the entertainment business

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark NIFTY MEDIA
Asset Size (Rs cr) 0.38 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Jul-04-2014) 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

Sector - Others Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Manufacturing Equity - RP (G) Not Ranked
918.65 14.7 1.1 -0.2 -- --
Birla SL Manufacturing Equity - DP (G) Not Ranked
27.57 15.1 1.6 0.7 -- --
UTI Transport&Logistics -Direct (G) Not Ranked
70.08 15.0 -3.3 0.6 39.0 --
UTI Transport & Logistics (G) Not Ranked
567.98 14.7 -3.8 -0.6 37.7 26.3
SBI Magnum Comma Fund (G) Not Ranked
184.03 19.7 10.5 -1.8 9.7 0.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Zee Entertain Media 5.19 17.63
PVR Media 1.26 4.29
INOX Leisure Media 1.23 4.17
Dish TV Media 1.13 3.84
TV18 Broadcast Media 0.97 3.29
JagranPrakashan Media 0.96 3.25
TV TodayNetwork Media 0.96 3.25
Trent Retail & Real Estate 0.76 2.60
Sun TV Network Media 0.74 2.53
Future Ent Retail & Real Estate 0.72 2.46

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Media 52.00 60.33 51.55
Retail & Real Estate 6.50 8.29 3.81
Services 4.08 4.03 1.88
Food & Beverage 3.75 4.13 2.89
Banking/Finance 3.15 4.52 2.15
Miscellaneous 2.96 4.15 3.03

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 79.20
Others 1.75
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 19.06

View All

Concentration

Holdings (%)
Top 5 33.22
Top 10 47.31
Sector (%)
Top 3 62.58

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