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Sundaram PSU Opportunities Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
9.562 0.01 (0.09%)

NAV as on 02 May, 2016

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 Dec 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 02 May, 2016)

Period Returns (%) Rank #
1 mth 2.1 88
3 mth 3.6 211
6 mth -7.0 217
1 year -12.7 220
2 year 7.0 170
3 year 4.1 157
5 year - -

# Moneycontrol Rank within 275 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -10.9 - - - -
2015 -4.6 -0.2 -8.1 4.9 -6.1
2014 7.7 33.1 -4.1 9.0 49.4
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 2.1 3.6 -7.0 -12.7 7.0 4.1 --
Category avg 1.9 5.8 -3.1 -3.6 12.2 10.9 6.6
Difference of Fund returns and Category returns 0.2 -2.2 -3.9 -9.1 -5.2 -6.8 --
Best of category 7.5 12.8 7.9 11.5 34.3 32.7 20.8
Worst of category -4.6 -4.8 -18.5 -20.1 -7.5 -1.7 -5.1
Benchmark returns # 4.9 2.6 -3.2 -15.8 2.1 0.3 -3.5
Difference of Fund returns and Benchmark returns -2.8 1.0 -3.8 3.1 4.9 3.8 --
# Benchmark Index: NIFTY 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 NIFTY PSE
Asset Size (Rs cr) 1.25 (Dec-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 (%)
HDFC Equity Fund (G) Rank 5
14,512.78 10.5 -5.3 -8.6 14.9 9.0
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 8.4 -2.0 -1.5 26.5 18.1
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 2.7 -9.2 -8.8 16.7 13.6
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Franklin India Prima Plus (G) Rank 2
5,266.05 8.0 -0.6 1.7 21.8 15.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
Coal India Metals & Mining 0.10 8.24
IOC Oil & Gas 0.09 7.75
SBI Banking/Finance 0.09 7.49
NTPC Utilities 0.07 5.92
ONGC Oil & Gas 0.07 5.62
Power Grid Corp Utilities 0.05 4.20
HPCL Oil & Gas 0.05 4.14
IGL Oil & Gas 0.04 3.74
Guj State Petro Oil & Gas 0.03 2.79
Power Finance Banking/Finance 0.03 2.77

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Oil & Gas 32.00 32.00 24.29
Banking/Finance 17.99 29.61 16.43
Utilities 12.14 12.14 6.80
Metals & Mining 8.24 11.56 8.24
Miscellaneous 4.45 4.83 4.35
Engineering 4.30 4.30 3.08

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 88.35
Others -0.29
Debt 2.46
Mutual Funds 6.57
Money Market 1.69
Cash / Call 1.22

View All

Concentration

Holdings (%)
Top 5 35.02
Top 10 52.66
Sector (%)
Top 3 62.13

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