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Sundaram PSU Opportunities Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
12.218 0 (0.01%)

NAV as on 03 Jul, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 03 Jul, 2015)

Period Returns (%) Rank #
1 mth 4.8 46
3 mth 1.1 26
6 mth -2.4 188
1 year 2.2 163
2 year 20.3 145
3 year - -
5 year - -

# Moneycontrol Rank within Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -4.6 -0.2 - - -
2014 7.6 33.1 -4.1 9.0 -
2013 -12.9 -3.8 -11.8 7.5 -19.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.8 1.1 -2.4 2.2 20.3 -- --
Category avg 3.6 -1.0 2.6 13.3 21.5 14.0 7.8
Difference of Fund returns and Category returns 1.2 2.1 -5.0 -11.1 -1.2 -- --
Best of category 7.6 4.0 16.1 48.5 50.7 39.0 22.7
Worst of category 0.1 -6.3 -17.0 -26.1 4.9 5.0 -0.9
Benchmark returns # 3.3 1.5 -0.7 -6.3 15.9 6.5 -1.8
Difference of Fund returns and Benchmark returns 1.5 -0.4 -1.7 8.5 4.4 -- --
# Benchmark Index: CNX PSE

Investment Info

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX PSE
Asset Size (Rs cr) 1.01 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager J Venkatesan / 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Equity Oppor -Direct (G) Not Ranked
731.91 -2.7 0.3 19.6 -- --
HDFC Equity Fund - Direct (G) Not Ranked
2,361.64 -1.0 -0.1 9.9 -- --
Reliance Equity Oppor - IP (G) Not Ranked
9.07 -2.8 0.1 19.0 25.6 --
Reliance Equity Oppor - RP (G) Rank 2
10,512.16 -2.9 0.0 18.7 25.4 17.7
HDFC Equity Fund (G) Rank 4
16,359.53 -1.2 -0.5 9.1 21.8 13.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
Coal India Metals & Mining 11.03 9.48
SBI Banking/Finance 10.46 8.99
NTPC Utilities 5.46 4.69
ONGC Oil & Gas 5.01 4.31
CARE Miscellaneous 3.85 3.31
GIC Housing Fin Banking/Finance 3.41 2.93
BPCL Oil & Gas 3.40 2.92
HPCL Oil & Gas 3.37 2.90
Indian Bank Banking/Finance 3.33 2.87
Oil India Oil & Gas 3.25 2.80

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.35 57.52 23.21
Oil & Gas 24.29 54.06 18.42
Metals & Mining 11.56 20.26 10.67
Utilities 7.73 18.72 6.22
Miscellaneous 4.49 8.22 3.72
Services 4.49 11.94 3.94

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 90.54
Others 6.42
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.06

View All

Concentration

Holdings (%)
Top 5 30.78
Top 10 45.20
Sector (%)
Top 3 65.20

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