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Sundaram Select Thematic Energy Opportunities Funds (G)

7.318 0.05 (0.72%)

NAV as on 11 Apr, 2014

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 : Thematic - Infrastructure
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Sundaram Select Thematic Energy Opportunities Funds has been merge with Sundaram Infrastructure Advantage Fund w.e.f. April 15, 2014.
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 11 Apr, 2014)

Period Returns (%) Rank #
1 mth - 59
3 mth - 59
6 mth - 59
1 year - 59
2 year - 31
3 year - 30
5 year - 13

# Moneycontrol Rank within 58 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.5 0.7 - - -
2013 -10.2 -3.2 -9.4 11.9 -9.2
2012 14.8 -6.8 5.0 -1.8 12.2
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

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg -2.1 2.4 9.5 56.2 17.8 10.4 2.5
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 3.1 11.8 36.6 92.8 43.0 42.0 19.9
Worst of category -8.2 -6.0 -7.4 22.8 8.1 11.3 -2.8
Benchmark returns # -7.1 -9.3 -10.5 18.1 8.4 8.8 0.1
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: S&P BSE Oil & Gas

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 S&P BSE Oil & Gas
Asset Size (Rs cr) 36.46 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager S Krishnakumar / S Bharath
View performance of schemes managed by the Fund Manager
Notes Sundaram Select Thematic Energy Opportunities Funds has been merge with Sundaram Infrastructure Advantage Fund w.e.f. April 15, 2014.

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

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power -Direct (G) Not Ranked
29.42 -1.1 -0.3 50.8 -- --
Reliance Diver. Power - RP (G) Rank 5
2,270.75 -1.2 -0.6 49.9 17.6 -0.4
HDFC Infrastructure - Direct (G) Not Ranked
123.94 1.8 12.7 75.7 -- --
HDFC Infrastructure Fund (G) Rank 3
1,530.33 1.5 12.1 74.2 26.2 8.6
ICICI Pru Infrastructure (G) Rank 3
1,724.67 2.2 8.1 54.6 22.7 7.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Equity Sector Value
(Rs cr)
Asset %
BPCL Oil & Gas 36.21 8.71
IGL Oil & Gas 30.56 7.35
Reliance Oil & Gas 29.64 7.13
Larsen Engineering 23.82 5.73
ICICI Bank Banking/Finance 23.41 5.63
ONGC Oil & Gas 22.87 5.50
CESC Utilities 16.22 3.90
HDFC Banking/Finance 12.51 3.01
Cairn India Oil & Gas 12.47 3.00
Infosys Technology 11.39 2.74

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

Oil & Gas 37.14 37.14 37.14
Banking/Finance 20.75 20.75 20.75
Engineering 13.88 13.88 13.88
Technology 6.03 6.03 6.03
Utilities 5.41 5.41 5.41
Metals & Mining 3.22 3.22 3.22

View All Sectors

Asset Allocation (%)(Mar 31, 14)

Equity 94.45
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.56

View All

Concentration

Holdings (%)
Top 5 34.55
Top 10 52.70
Sector (%)
Top 3 71.77

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