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Sundaram Media & Entertainment Opportunities - Retail (D)

PLAN: Retail OPTIONS: Dividend
15.445 0.02 (0.14%)

NAV as on 22 Jul, 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 Jun 2016) 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 22 Jul, 2016)

Period Returns (%) Rank #
1 mth 2.6 12
3 mth 6.8 19
6 mth 8.7 18
1 year 5.2 14
2 year 11.7 11
3 year 18.7 12
5 year 8.2 6

# Moneycontrol Rank within 24 Sector - Others Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -10.6 - - - -
2015 -3.7 2.3 3.8 12.6 16.5
2014 1.3 14.7 -9.9 10.3 17.7
2013 -9.9 -4.0 -1.2 14.4 1.6
2012 7.6 -5.7 14.9 14.5 39.0
2011 -7.7 0.6 -15.8 -13.0 -32.9

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 - Others)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.6 6.8 8.7 5.2 11.7 18.7 8.2
Category avg 2.0 8.7 18.6 7.6 8.4 14.9 8.9
Difference of Fund returns and Category returns 0.6 -1.9 -9.9 -2.4 3.3 3.8 -0.7
Best of category 5.4 18.4 40.6 30.7 20.6 50.2 30.7
Worst of category -2.0 -10.3 -4.2 -17.2 7.2 5.8 0.2
Benchmark returns # 4.7 13.2 29.5 27.5 21.7 22.1 --
Difference of Fund returns and Benchmark returns -2.1 -6.4 -20.8 -22.3 -10.0 -3.4 8.2
# 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 May 20, 2008
Benchmark NIFTY MEDIA
Asset Size (Rs cr) 0.00 (Jun-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Jul-04-2014) View Dividend History
Bonus N.A.
Fund Manager Shiv Chanani / Avinash Agarwal
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
857.11 14.3 29.3 14.9 -- --
Birla SL Manufacturing Equity - DP (G) Not Ranked
21.90 14.7 30.1 16.0 -- --
UTI Transport&Logistics -Direct (G) Not Ranked
78.99 13.4 28.8 11.8 50.2 --
UTI Transport & Logistics (G) Not Ranked
599.51 13.0 28.1 10.5 48.7 30.7
SBI Magnum Comma Fund (G) Not Ranked
193.12 18.2 40.2 30.1 22.2 5.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 16)

Equity Sector Value
(Rs cr)
Asset %
Zee Entertain Media 5.19 17.92
PVR Media 1.38 4.76
INOX Leisure Media 1.32 4.54
Dish TV Media 1.11 3.83
TV18 Broadcast Media 1.03 3.54
JagranPrakashan Media 0.99 3.42
TV TodayNetwork Media 0.81 2.78
Trent Retail & Real Estate 0.74 2.57
Sun TV Network Media 0.66 2.29
Indian Hotels Services 0.65 2.23

Full Portfolio

Sector Allocation (Jun 30, 16)

Sector %

1-Year

HighLow

Media 52.47 58.54 51.55
Services 6.31 4.25 3.78
Retail & Real Estate 6.29 4.03 3.81
Food & Beverage 4.52 4.13 3.68
Manufacturing 3.77 3.86 2.31
Banking/Finance 3.23 4.75 2.15

View All Sectors

Asset Allocation (%)(Jun 30, 16)

Equity 83.35
Others 2.93
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 13.74

View All

Concentration

Holdings (%)
Top 5 34.59
Top 10 47.88
Sector (%)
Top 3 65.07

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