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you are here: Moneycontrol Mutual Funds Diversified Equity Sundaram Mutual Fund Sundaram PSU Opportunities Fund (D)

Sundaram PSU Opportunities Fund (D)

Previous Name:
Plan: Regular | Option: Dividend | Type : Open-Ended
Buy
11.072 0.08 ( 0.69 %)
NAV as on 22 Jul, 2016
Crisil MF Rank
Riskometer
HIGH
FUND CLASS
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Not Ranked

The scheme is Not Ranked in Diversified Equity category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jul 22, 2016)
Period Returns(%) Rank#
1 Month - -
3 Months - -
6 Months - -
1 Year - -
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 219 Diversified Equity Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -10.9 15.1 3.3 - 7.1
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

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0 0 0 0 0 0 0
Category average 0 0.7 -4.7 5.5 13.9 9.2 11.8
Difference of Fund returns and Category returns 0 0 0 0 0 0 0
Best of Category 3.5 12 13.1 32.6 26.8 24.7 28.9
Worst of Category -6.6 -16.8 -25.4 -19.4 0.8 0.2 7.1
Benchmark returns # -2.9 -3.9 -15.7 -3.9 9 1.3 7.4
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0
# Benchmark Index:

Investment Information

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

Registrars
Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0

  • Load Comments:

    N.A.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
ICICI Prudential Multi-Asset Fund - Institutional Plan (G) 0.05 24.8 -0.4 -3.4 8.5 12.0 19.3
ICICI Prudential Value Discovery Fund (G) 14,066.47 144.4 3.8 -1.4 7.6 7.9 23.2
ICICI Prudential Value Discovery Fund - Direct Plan (G) 2,820.26 152.3 4.0 -0.9 8.7 9.2 24.4
Franklin India Equity Fund - Direct Plan (G) 2,189.31 611.9 3.0 -1.5 9.4 11.2 20.7
Franklin India Equity Fund (G) 9,650.87 584.4 3.9 -1.7 9.0 9.8 19.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2016
Company Sector Value %Assets
Coal India Metals & Mining 6.24 8.06
IOC Oil & Gas 6.27 8.03
SBI Banking/Finance 6.02 7.74
NTPC Utilities 5.01 6.45
ONGC Oil & Gas 4.22 5.42
Ujjivan Financi Banking/Finance 3.86 4.97
HPCL Oil & Gas 3.86 4.66
Power Grid Corp Utilities 3.63 4.44
IGL Oil & Gas 3.45 2.87
GAIL Oil & Gas 2.23 2.86
Asset Allocation (%) As on May 31, 2016
Equity 91.90
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 8.10
Sector Allocation (%) As on May 31, 2016
Sector %
Oil & Gas 32.28
Banking/Finance 22.47
Utilities 12.80
Metals & Mining 8.06
Manufacturing 4.41
Miscellaneous 3.40
Concentration As on May 31, 2016
Holdings %
Top 5 35.7
Top 10 91.9
Sectors %
Top 3 67.55
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