Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Thematic - Infrastructure
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -10.7 | - |
| 3 mth | -8.1 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 35 Thematic - Infrastructure Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -18.9 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Thematic - Infrastructure)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -10.7 | -8.1 | -- | -- | -- | -- | -- |
| Category avg | -8.7 | -4.2 | -14.7 | -2.3 | -8.4 | -9.1 | -1.9 |
| Difference of Fund returns and Category returns | -2.0 | -3.9 | -- | -- | -- | -- | -- |
| Best of category | -5.1 | 1.2 | -3.5 | 17.4 | 7.3 | 2.6 | 3.6 |
| Worst of category | -12.8 | -10.2 | -28.5 | -18.8 | -20.7 | -22.4 | -15.2 |
| Benchmark returns # | -9.9 | -4.5 | -15.6 | -0.9 | -15.0 | -13.7 | -5.1 |
| Difference of Fund returns and Benchmark returns | -0.8 | -3.6 | -- | -- | -- | -- | -- |
Investment Objective
The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies in the capital goods sector
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jan 01, 2013 |
| Benchmark | S&P BSE CAPITAL GOODS |
| Asset Size (Rs cr) | 0.04 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Srividhya Rajesh ~ S. Krishnakumar View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 12 months from the date of allotment. |
| 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 | http://www.sundarammutual.com |
| Thematic - Infrastructure | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| UTI Infrastructure Fund (G) | Rank 3 |
1,715.64 | -1.8 | -11.4 | 4.3 | -8.8 | -3.5 |
| Reliance Diver. Power - RP (G) | Rank 4 |
1,848.20 | -8.3 | -23.0 | -10.5 | -17.5 | -4.8 |
| DSP-BR India TIGER - IP (G) | Not Ranked |
14.93 | -1.7 | -12.4 | 7.7 | -4.0 | 1.8 |
| DSP-BR India TIGER - RP (G) | Rank 1 |
1,413.22 | -1.8 | -12.6 | 7.1 | -4.6 | 1.2 |
| Tata Infrastructure Fund (G) | Rank 3 |
906.42 | -2.5 | -13.0 | -1.2 | -8.6 | -3.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Larsen | Engineering | 12.64 | 9.03 |
| Honeywell Autom | Telecom | 9.03 | 6.45 |
| Va Tech Wabag | Engineering | 7.55 | 5.39 |
| ALSTOM India | Engineering | 6.97 | 4.98 |
| Cummins | Engineering | 6.59 | 4.71 |
| Karur Vysya | Banking/Finance | 5.71 | 4.08 |
| Thermax | Engineering | 5.00 | 3.57 |
| KEC Int | Engineering | 4.69 | 3.35 |
| Siemens | Engineering | 4.66 | 3.33 |
| Alstom T&D | Engineering | 4.21 | 3.01 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Engineering | 63.93 | 63.93 | 63.40 |
| Cement | 8.42 | 10.61 | 8.14 |
| Telecom | 7.00 | 7.48 | 6.28 |
| Banking/Finance | 4.08 | 8.47 | 4.08 |
| Utilities | 3.44 | 3.55 | 3.29 |
| Oil & Gas | 3.27 | 3.27 | 2.19 |
| Equity | 91.84 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 8.17 |
| Holdings | (%) |
|---|---|
| Top 5 | 30.56 |
| Top 10 | 47.90 |
| Sector | (%) |
|---|---|
| Top 3 | 79.35 |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
