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Sundaram PSU Opportunities Fund (D)

PLAN: Regular OPTIONS: Dividend
10.932 0.02 (0.17%)

NAV as on 28 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

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 28 Jul, 2015)

Period Returns (%) Rank #
1 mth 2.0 147
3 mth 3.1 123
6 mth -3.7 152
1 year 7.7 166
2 year 23.2 140
3 year 8.8 76
5 year 2.3 73

# Moneycontrol Rank within 249 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -4.7 -0.3 - - -
2014 7.3 32.7 -4.3 8.8 -
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
2010 -0.8 4.1 16.5 -3.6 18.2

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 2.0 3.1 -3.7 7.7 23.2 8.8 2.3
Category avg 2.6 3.3 -1.2 15.4 22.1 14.4 7.4
Difference of Fund returns and Category returns -0.6 -0.2 -2.5 -7.7 1.1 -5.6 -5.1
Best of category 7.5 11.6 10.4 50.4 53.2 41.9 22.9
Worst of category -0.4 -3.3 -15.2 -24.9 7.0 7.0 -0.7
Benchmark returns # -- 1.8 -3.8 -0.6 18.0 6.8 -2.0
Difference of Fund returns and Benchmark returns 2.0 1.3 0.1 8.3 5.2 2.0 4.3
# 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) 114.81 (Jun-30-2015)
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 4
15,438.31 1.0 -6.7 11.4 22.5 12.1
Reliance Equity Oppor - RP (G) Rank 2
10,428.79 2.8 -3.6 22.7 26.2 16.7
ICICI Pru Value Discovery Fund (G) Rank 1
8,686.06 2.8 0.6 25.2 32.9 19.7
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Reliance Growth Fund - RP (G) Rank 4
5,301.58 7.4 2.0 27.4 26.2 12.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Coal India Metals & Mining 11.02 9.60
SBI Banking/Finance 9.94 8.66
NTPC Utilities 5.55 4.83
ONGC Oil & Gas 4.73 4.12
HPCL Oil & Gas 3.67 3.20
CARE Miscellaneous 3.55 3.09
BPCL Oil & Gas 3.54 3.08
GIC Housing Fin Banking/Finance 3.27 2.85
Oil India Oil & Gas 3.15 2.74
IOC Oil & Gas 3.10 2.70

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 27.75 57.52 23.21
Oil & Gas 25.79 54.06 18.42
Metals & Mining 11.35 20.26 10.67
Utilities 7.84 18.72 6.22
Services 4.39 11.94 3.94
Miscellaneous 4.35 8.22 3.72

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 91.68
Others -0.67
Debt 0.00
Mutual Funds N.A
Money Market 6.68
Cash / Call 2.27

View All

Concentration

Holdings (%)
Top 5 30.41
Top 10 44.87
Sector (%)
Top 3 64.89

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