SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Sundaram Mutual Fund > Sundaram PSU Opportunities Fund (G)

Sundaram PSU Opportunities Fund (G) SET SMS ALERT

11.263
0.13 (1.19%)
NAV as on Aug-27-2014
NAV as on Aug-27-2014

Fund Family Sundaram Mutual Fund

Fund Class Diversified Equity

ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Aug-27-2014)

Period Returns (%) Rank #
1 mth 1.7 128
3 mth 2.6 141
6 mth 44.0 25
1 year 62.2 73
2 year 9.9 68
3 year 3.8 68
5 year - -

# Moneycontrol Rank within 172 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.3 32.7 - - -
2013 -10.7 -3.8 -11.8 7.5 -17.3
2012 15.2 -4.1 1.3 -0.2 14.2
2011 -4.6 -4.8 -7.1 -13.6 -26.9
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 1.7 2.6 44.0 62.2 9.9 3.8 --
Category avg 3.4 10.7 31.8 55.1 11.7 8.3 5.4
Difference of Fund returns and Category returns -1.7 -8.1 12.2 7.1 -1.8 -4.5 --
Best of category 9.2 27.0 53.9 92.2 50.0 34.2 22.0
Worst of category -13.3 -0.1 15.1 22.9 9.7 2.6 -6.5
Benchmark returns # 3.1 3.1 43.4 65.2 11.7 5.3 --
Difference of Fund returns and Benchmark returns -1.4 -0.5 0.6 -3.0 -1.8 -1.5 --
Sundaram PSU Opportunities Fund (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# 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 Growth
Launch date Dec 24, 2009
Benchmark CNX PSE
Asset Size (Rs cr) 135.33 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. 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 3
11,768.95 9.8 44.3 84.7 21.2 17.6
HDFC Equity Fund - Direct (G) Not Ranked
1,117.09 9.9 44.8 86.0 -- --
Reliance Equity Oppor -Direct (G) Not Ranked
241.07 12.3 37.3 75.3 -- --
Reliance Equity Oppor - RP (G) Rank 2
5,902.41 12.0 36.8 74.1 24.0 22.0
Reliance Equity Oppor - IP (G) Not Ranked
7.22 12.1 36.9 74.4 24.3 -6.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ONGC Oil & Gas 12.65 8.64
Coal India Metals & Mining 11.03 7.53
NTPC Utilities 10.01 6.83
SBI Banking/Finance 9.76 6.66
BPCL Oil & Gas 7.54 5.15
GAIL Oil & Gas 6.54 4.46
CARE Miscellaneous 4.81 3.28
PNB Banking/Finance 4.78 3.27
GIC Housing Fin Banking/Finance 4.30 2.94
Oil India Oil & Gas 4.18 2.85

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Oil & Gas 27.24 34.94 27.24
Banking/Finance 26.31 26.31 19.27
Metals & Mining 11.16 13.25 9.87
Utilities 9.30 12.67 8.25
Manufacturing 4.46 6.33 2.16
Miscellaneous 4.38 4.38 0.99

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 94.27
Others -2.10
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.84

View All

Concentration

Holdings (%)
Top 5 34.81
Top 10 51.61
Sector (%)
Top 3 64.71

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.