Sundaram Media & Entertainment Opportunities - Retail (D)
Fund Family Sundaram Mutual Fund
Fund Class Sector - Others
SNAPSHOT
Performance
Investment Info
Peers
Portfolio
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Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -7.0 | 9 |
| 3 mth | -7.5 | 9 |
| 6 mth | -8.3 | 11 |
| 1 year | -27.9 | 11 |
| 2 year | -14.9 | 11 |
| 3 year | -6.4 | 9 |
| 5 year | - | - |
# Moneycontrol Rank within 11 Sector - Others Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 7.6 | - | - | - | - |
| 2011 | -7.7 | 0.6 | -15.8 | -13.0 | -32.9 |
| 2010 | -15.3 | 1.7 | 7.7 | -9.5 | -14.3 |
| 2009 | -14.5 | 27.4 | 14.1 | -0.2 | 36.1 |
| 2008 | - | 0.1 | -1.4 | -0.8 | -1.4 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Sector - Others)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -7.0 | -7.5 | -8.3 | -27.9 | -14.9 | -6.4 | -- |
| Category avg | -5.7 | -4.4 | 1.0 | -9.1 | -1.3 | 4.6 | 0.2 |
| Difference of Fund returns and Category returns | -1.3 | -3.1 | -9.3 | -18.8 | -13.6 | -11.0 | -- |
| Best of category | -4.6 | 2.8 | 11.4 | 7.5 | 10.6 | 26.1 | 10.2 |
| Worst of category | -7.3 | -10.8 | -8.3 | -27.9 | -14.9 | -6.4 | -6.2 |
| Benchmark returns # | -4.3 | -5.6 | -1.0 | -- | -- | -- | -- |
| Difference of Fund returns and Benchmark returns | -2.7 | -1.9 | -7.3 | -27.9 | -14.9 | -6.4 | -- |
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 | May 20, 2008 |
| Benchmark | CNX Media |
| Asset Size (Rs cr) | 0.00 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.2.00 (Mar-12-2010) 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 |
| sundarammutual@sundarammutual.com | |
| Website | www.sundarammutual.com |
Peer Comparison
| Sector - Others | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Sundaram Media&Ent. Opp-RP (G) | Not Ranked |
37.57 | -7.5 | -8.3 | -27.9 | -6.4 | -- |
| IDFC SS(50-50) Equity - A (G) | Not Ranked |
22.60 | -3.2 | -0.3 | -10.8 | 4.9 | -- |
| UTI Energy Fund (G) | Not Ranked |
358.08 | -10.6 | -5.7 | -17.5 | -0.6 | -6.2 |
| Reliance Natural Resources (G) | Not Ranked |
1,772.35 | -5.4 | 3.7 | -8.4 | 4.4 | -- |
| Reliance Media & Entertain (G) | Not Ranked |
64.94 | -2.7 | 5.8 | 1.9 | 10.4 | -1.4 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Mar 30, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| PVR | Media | 5.12 | 13.61 |
| HT Media | Media | 3.95 | 10.50 |
| Mahindra Holida | Services | 3.44 | 9.16 |
| Dish TV India | Media | 3.37 | 8.96 |
| OnMobile Global | Technology | 2.41 | 6.42 |
| Indian Hotels | Services | 2.20 | 5.86 |
| TV18 Broadcast | Media | 2.14 | 5.69 |
| Ent Network Ind | Media | 1.99 | 5.29 |
| Network 18 | Banking/Finance | 1.82 | 4.85 |
| Info Edge | Miscellaneous | 1.79 | 4.76 |
Sector Allocation (Mar 30, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Media | 56.67 | 59.50 | 51.52 |
| Services | 15.02 | 15.02 | 10.34 |
| Technology | 8.52 | 9.64 | 6.40 |
| Miscellaneous | 6.82 | 6.82 | 5.09 |
| Banking/Finance | 4.85 | 8.12 | 3.37 |
| Food & Beverage | 3.65 | 3.65 | 3.34 |
Asset Allocation (%)(Mar 30, 12)
| Equity | 95.53 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 4.48 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 48.66 |
| Top 10 | 75.10 |
| Sector | (%) |
|---|---|
| Top 3 | 80.20 |
News & Videos
News
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
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Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
-
Which sectors is Sundaram BNP MF betting on this year?
In an interview with CNBC-TV18, TP Raman, MD, Sundaram BNP MF, speaks about his reading of the mar ...
Mar 30, 2010 at 15:05 | Source: CNBC-TV18
Videos
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Oct 25, 2011
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