Sundaram Select Thematic Energy Opportunities Funds (G)
Fund Family Sundaram Mutual Fund
Fund Class Thematic - Infrastructure
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Investment Info
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Average performance in the category
The scheme is ranked 3 in Thematic - Infrastructure category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.1 | 1 |
| 3 mth | -11.6 | 26 |
| 6 mth | -7.7 | 29 |
| 1 year | -13.8 | 10 |
| 2 year | -8.4 | 11 |
| 3 year | -1.4 | 14 |
| 5 year | - | - |
# Moneycontrol Rank within 36 Thematic - Infrastructure Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 14.8 | - | - | - | - |
| 2011 | -9.8 | -2.6 | -4.1 | -11.8 | -25.2 |
| 2010 | -4.7 | - | 7.4 | -5.1 | -1.2 |
| 2009 | -8.0 | 52.9 | 17.8 | -0.2 | 72.1 |
| 2008 | -20.3 | -14.9 | 1.6 | -27.3 | -51.4 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Thematic - Infrastructure)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.1 | -11.6 | -7.7 | -13.8 | -8.4 | -1.4 | -- |
| Category avg | -6.5 | -9.4 | -2.8 | -16.6 | -9.8 | -1.1 | -0.5 |
| Difference of Fund returns and Category returns | 2.4 | -2.2 | -4.9 | 2.8 | 1.4 | -0.3 | -- |
| Best of category | -4.1 | -5.1 | 8.5 | -5.0 | -1.2 | 7.6 | 5.5 |
| Worst of category | -9.9 | -15.0 | -10.9 | -26.6 | -21.8 | -10.2 | -13.1 |
| Benchmark returns # | -4.1 | -9.7 | -4.1 | -17.0 | -11.1 | -8.5 | -0.3 |
| Difference of Fund returns and Benchmark returns | 0.0 | -1.9 | -3.6 | 3.2 | 2.7 | 7.1 | -- |
Investment Info
Investment Objective
The objective of the Scheme would be to seek long term capital appreciation by investing primarily in the equity and equity related instruments of companies in the domestic market that predominantly focus on or benefit from, directly or indirectly, the opportunities and developments in the energy sector.
Scheme details
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Dec 14, 2007 |
| Benchmark | BSE Oil & Gas |
| Asset Size (Rs cr) | 803.23 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | S Krishnakumar View performance of schemes managed by the Fund Manager |
| Notes | Sundaram Select Thematic Energy Opportunities Funds a close-ended Scheme has been converted into open-ended Scheme w.e.f. January 01, 2011. |
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 |
| sundarammutual@sundarammutual.com | |
| Website | www.sundarammutual.com |
Peer Comparison
| Thematic - Infrastructure | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| DSP-BR India TIGER - IP (G) | Not Ranked |
16.44 | -8.5 | 0.0 | -13.3 | 1.9 | 1.2 |
| DSP-BR India TIGER - RP (G) | Rank 2 |
1,657.27 | -8.6 | -0.2 | -13.7 | 1.3 | 0.3 |
| Tata Infrastructure Fund (G) | Rank 4 |
1,171.17 | -9.7 | -1.8 | -17.7 | -0.8 | -0.1 |
| HSBC Progressive Themes (G) | Rank 3 |
169.41 | -5.3 | 8.5 | -9.6 | -2.2 | -5.1 |
| DSP-BR Natural Resources-RP(G) | Rank 1 |
119.60 | -9.7 | -5.8 | -13.2 | 7.6 | -- |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| PVR | Media | - | 14.15 |
| HT Media | Media | - | 9.85 |
| Mahindra Holida | Services | - | 9.13 |
| Dish TV India | Media | - | 8.65 |
| OnMobile Global | Technology | - | 5.89 |
| Indian Hotels | Services | - | 5.87 |
| TV18 Broadcast | Media | - | 5.71 |
| Network 18 | Banking/Finance | - | 5.18 |
| Ent Network Ind | Media | - | 5.17 |
| Info Edge | Miscellaneous | - | 5.16 |
Sector Allocation (Apr 30, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Media | 56.90 | 56.90 | 0.54 |
| Services | 15.00 | 15.00 | 0.29 |
| Technology | 8.14 | 8.14 | 0.57 |
| Miscellaneous | 7.33 | 7.33 | 0.31 |
| Banking/Finance | 5.18 | 8.88 | 4.82 |
| Food & Beverage | 4.86 | 4.86 | 1.86 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 97.41 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.59 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 47.67 |
| Top 10 | 74.76 |
| Sector | (%) |
|---|---|
| Top 3 | 80.04 |
News & Videos
News
NAVs decline owing to weak market cues
Equity funds posted negative returns as markets collapsed due to weak global cues. The last trading ...
Apr 10, 2012 at 9:48 | Source: Moneycontrol.com
-
NAVs slips as market ends in a negative terrain
Equity funds couldn’t sustain its two days of gaining streak and finally succumb under market pressu ...
Mar 02, 2012 at 9:35 | Source: Moneycontrol.com
-
NAVs decline as markets end lower
Equity diversified NAVs ended with negative returns with advance:decline ratio of 1:246, as a handso ...
Sep 26, 2011 at 23:08 | Source: Moneycontrol.com
Videos
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Oct 25, 2011
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Oct 25, 2011
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Oct 25, 2011
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