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Sundaram PSU Opportunities Fund (D)

PLAN: Regular OPTIONS: Dividend
9.420 0.01 (0.13%)

NAV as on 29 Apr, 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 29 Apr, 2016)

Period Returns (%) Rank #
1 mth 1.8 172
3 mth -0.4 217
6 mth -6.8 219
1 year -11.0 225
2 year 6.9 172
3 year 3.3 158
5 year -1.6 79

# Moneycontrol Rank within 275 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -10.9 - - - -
2015 -4.7 -0.3 -8.2 4.9 -6.4
2014 7.3 32.7 -4.3 8.8 48.1
2013 -10.7 -3.8 -11.8 7.5 -17.3
2012 15.2 -4.1 1.3 -0.2 14.2
2011 -13.1 -4.8 -7.1 -13.6 -33.4

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 1.8 -0.4 -6.8 -11.0 6.9 3.3 -1.6
Category avg 2.3 2.9 -3.0 -2.2 12.3 10.9 6.4
Difference of Fund returns and Category returns -0.5 -3.3 -3.8 -8.8 -5.4 -7.6 -8.0
Best of category 7.5 8.9 7.2 12.2 34.2 33.0 20.3
Worst of category -4.9 -5.2 -18.5 -19.0 -7.5 -1.7 -5.5
Benchmark returns # 5.6 -0.4 -3.1 -13.6 2.0 0.6 -3.6
Difference of Fund returns and Benchmark returns -3.8 0.0 -3.7 2.6 4.9 2.7 2.0
# Benchmark Index: NIFTY 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 NIFTY PSE
Asset Size (Rs cr) 93.72 (Dec-31-2015)
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 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 6.7 -4.9 -6.8 15.0 8.7
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 5.6 -1.1 -- 26.7 17.9
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 -0.5 -9.0 -6.9 16.8 13.4
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Franklin India Prima Plus (G) Rank 2
5,266.05 6.0 0.3 3.3 22.1 14.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Coal India Metals & Mining 6.69 9.57
IOC Oil & Gas 5.51 7.89
SBI Banking/Finance 4.66 6.67
NTPC Utilities 4.18 5.98
ONGC Oil & Gas 3.88 5.55
Power Grid Corp Utilities 2.99 4.28
HPCL Oil & Gas 2.75 3.94
IGL Oil & Gas 2.54 3.64
Power Finance Banking/Finance 1.90 2.72
Guj State Petro Oil & Gas 1.90 2.72

Full Portfolio

Sector Allocation (Feb 29, 16)

Sector %

1-Year

HighLow

Oil & Gas 31.35 31.35 24.29
Banking/Finance 16.43 29.61 16.43
Utilities 12.14 12.14 6.80
Metals & Mining 9.57 11.56 9.57
Miscellaneous 4.78 4.83 4.35
Manufacturing 4.01 4.01 1.81

View All Sectors

Asset Allocation (%)(Feb 29, 16)

Equity 89.19
Others 3.87
Debt 0.00
Mutual Funds N.A
Money Market 3.50
Cash / Call 3.45

View All

Concentration

Holdings (%)
Top 5 35.66
Top 10 52.96
Sector (%)
Top 3 59.92

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