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Sundaram PSU Opportunities Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
10.316 0.19 (1.86%)

NAV as on 27 Aug, 2015

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
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 Nov 1999) 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 Aug, 2015)

Period Returns (%) Rank #
1 mth -7.0 235
3 mth -5.2 219
6 mth -9.6 194
1 year -0.8 194
2 year 27.6 139
3 year - -
5 year - -

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -4.6 -0.2 - - -
2014 7.7 33.1 -4.1 9.0 -
2013 -12.9 -3.7 -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 -7.0 -5.2 -9.6 -0.8 27.6 -- --
Category avg -3.5 -1.8 -5.4 9.3 24.0 13.7 6.7
Difference of Fund returns and Category returns -3.5 -3.4 -4.2 -10.1 3.6 -- --
Best of category 7.5 8.5 8.0 41.0 54.0 42.3 22.3
Worst of category -16.0 -17.7 -26.6 -20.5 5.1 3.9 -3.2
Benchmark returns # -11.7 -11.8 -15.2 -14.0 17.2 1.9 -4.7
Difference of Fund returns and Benchmark returns 4.7 6.6 5.6 13.2 10.4 -- --
# 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 Dividend
Launch date Jan 01, 2013
Benchmark CNX PSE
Asset Size (Rs cr) 1.35 (Jun-30-2015)
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
868.10 -1.2 -6.2 16.8 -- --
HDFC Equity Fund (G) Rank 4
15,438.31 -2.6 -8.2 2.6 21.4 10.4
Reliance Equity Oppor - IP (G) Not Ranked
8.79 -1.3 -6.4 16.2 24.8 --
ICICI Pru Value Discovery - DP (G) Not Ranked
730.48 -0.5 -3.8 17.4 -- --
ICICI Pru Value Discovery Fund (G) Rank 1
8,686.06 -0.7 -4.3 16.3 31.1 18.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Coal India Metals & Mining 10.54 9.55
SBI Banking/Finance 10.16 9.21
HPCL Oil & Gas 4.61 4.18
IOC Oil & Gas 4.31 3.91
ONGC Oil & Gas 4.14 3.75
NTPC Utilities 4.05 3.67
BPCL Oil & Gas 3.71 3.36
CARE Miscellaneous 3.56 3.22
GIC Housing Fin Banking/Finance 3.22 2.92
IGL Oil & Gas 3.15 2.85

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.61 57.52 23.21
Oil & Gas 27.50 54.06 18.42
Metals & Mining 11.16 20.26 10.67
Utilities 6.80 18.72 6.22
Miscellaneous 4.83 8.22 3.72
Services 4.55 11.94 3.94

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 95.49
Others -6.44
Debt 0.00
Mutual Funds N.A
Money Market 3.33
Cash / Call 7.62

View All

Concentration

Holdings (%)
Top 5 30.60
Top 10 46.62
Sector (%)
Top 3 68.27

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