Sundaram PSU Opportunities Fund (D) NAV | Sundaram Mutual Fund | Sundaram PSU Opportunities Fund (D) Investment

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-5.6	-9.6	-5.6	-14.9	-3.4	--	--
Category avg	-4.6	-4.6	1.9	-7.4	-0.1	8.6	3.0
Difference of Fund returns and Category returns	-1.0	-5.0	-7.5	-7.5	-3.3	--	--
Best of category	0.4	3.4	11.7	8.8	14.6	25.0	11.9
Worst of category	-8.8	-11.7	-9.2	-20.4	-8.1	-21.1	-5.9
Benchmark returns #	-5.9	-10.7	-3.0	-17.3	-13.4	--	--
Difference of Fund returns and Benchmark returns	0.3	1.1	-2.6	2.4	10.0	--	--

# Benchmark Index: CNX PSE

Investment Info

Investment Objective

Seek capital appreciation by investing in equity and equityrelated securities of public sector companies to the extent of at least 65%. The fund may also invest in bonds and other fixed-income instruments issued by public sector entities. Under normal circumstances, cash may be deployed in fixed income and money market instruments. Exposure to overseas securities shall not exceed 35% of assets and shall be only related to the theme

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Dec 24, 2009
Benchmark	CNX PSE
Asset Size (Rs cr)	283.44 (Mar-31-2012)
Minimum Investment	Rs.5000
Last Dividend	Rs.1.00 (Jan-07-2011) 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
Email	sundarammutual@sundarammutual.com
Website	www.sundarammutual.com

Peer Comparison

Diversified Equity	Crisil Rank	Assets (Rs.cr)
Diversified Equity	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
DSP-BR Equity Fund - RP (D)	Not Ranked	1,229.08	-6.6	0.8	-8.7	9.0	6.1
DSP-BR Equity Fund - Inst	Not Ranked	155.82	-4.2	3.4	-6.1	4.2	--
DSP-BR Equity Fund - RP (G)	Rank 3	1,166.24	-4.3	3.2	-6.5	12.6	8.3
Franklin India Prima Plus (G)	Rank 3	1,828.81	-4.9	0.8	-5.1	11.0	6.4
Franklin (I) Flexi Cap (G)	Rank 3	1,771.36	-7.2	-0.3	-10.0	10.8	5.4
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Equity	Sector	Value (Rs cr)	Asset %
GSFC	Chemicals	-	9.87
SBI	Banking/Finance	-	9.25
ONGC	Oil & Gas	-	8.29
NTPC	Utilities	-	6.04
Power Grid Corp	Utilities	-	5.80
Petronet LNG	Oil & Gas	-	5.72
GAIL	Oil & Gas	-	4.42
BHEL	Engineering	-	4.33
Bharat Elec	Manufacturing	-	4.05
PNB	Banking/Finance	-	3.67

Full Portfolio

Sector Allocation (Apr 30, 12)

Sector	%	1-Year HighLow
Oil & Gas	27.62	28.95	23.82
Banking/Finance	22.81	32.57	22.10
Chemicals	13.73	14.50	8.87
Utilities	11.84	11.84	8.46
Metals & Mining	8.57	14.18	7.13
Engineering	5.29	6.40	2.26

View All Sectors

Asset Allocation (%)(Apr 30, 12)

Equity	98.44
Others	0.00
Debt	0.00
Mutual Funds	N.A
Money Market	0.00
Cash / Call	1.55

View All

Concentration

Holdings	(%)
Top 5	39.25
Top 10	61.44

Sector	(%)
Top 3	64.16

News & Videos

News

Sundaram PSU Opprtunities Fund declares maiden dividend

Sundaram PSU Opprtunities Fund has announced a dividend, for which the record date is on January 07, ...

Jan 04, 2011 at 15:04 | Source: Moneycontrol.com
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
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