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Sundaram Financial Services Opportunities - Inst. Plan (G) SET SMS ALERT

21.347
0.19 (0.88%)
NAV as on Apr-23-2014
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on Apr-23-2014)

Period Returns (%) Rank #
1 mth 5.5 16
3 mth 16.9 17
6 mth 20.8 8
1 year 2.9 11
2 year 8.5 8
3 year -0.1 8
5 year 17.9 8

# Moneycontrol Rank within 22 Sector - Banking & Finance Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 9.4 - - - -
2013 -12.7 -0.2 -19.4 18.2 -13.5
2012 27.4 -3.7 7.3 11.4 49.2
2011 -1.3 -4.9 -15.1 -13.0 -32.4
2010 - - 17.8 -7.1 11.1
2009 -17.9 68.3 - - 40.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Sector - Banking & Finance)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 5.5 16.9 20.8 2.9 8.5 -0.1 17.9
Category avg 7.2 17.9 19.5 2.4 4.7 0.1 9.4
Difference of Fund returns and Category returns -1.7 -1.0 1.3 0.5 3.8 -0.2 8.5
Best of category 19.0 26.1 27.3 12.2 20.2 8.6 24.0
Worst of category 5.4 16.6 15.3 -9.2 -6.9 -13.5 9.4
Benchmark returns # 7.5 15.9 20.1 3.3 12.6 3.0 22.0
Difference of Fund returns and Benchmark returns -2.0 1.0 0.7 -0.4 -4.1 -3.1 -4.1
# Benchmark Index: S&P BANK Nifty

Investment Info

Investment Objective

The investment objective of the scheme is to seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 14, 2008
Benchmark S&P BANK Nifty
Asset Size (Rs cr) 0.05 (Dec-31-2013)
Minimum Investment Rs.10000000
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

Sector - Banking & Finance Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Banking Fund (G) Not Ranked
1,422.27 18.3 23.5 6.9 3.3 22.8
UTI Banking Sector (G) Not Ranked
300.97 18.9 19.5 0.1 1.5 19.4
ICICI Pru Bkg & Fin Serv-RP(G) Not Ranked
250.73 19.2 22.1 11.4 8.6 24.0
Religare Invesco Banking - RP (G) Not Ranked
55.85 16.8 18.0 3.9 4.4 21.7
Baroda Bank & Financial Serv. (G) Not Ranked
35.84 16.6 15.3 -3.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance - 21.95
ICICI Bank Banking/Finance - 21.18
SBI Banking/Finance - 7.54
Bajaj Finance Banking/Finance - 5.80
Axis Bank Banking/Finance - 5.19
DCB Bank Banking/Finance - 5.13
IndusInd Bank Banking/Finance - 5.08
Yes Bank Banking/Finance - 4.50
Karur Vysya Banking/Finance - 4.26
PNB Banking/Finance - 3.62

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 92.41 94.63 88.61
Manufacturing 3.45 2.99 2.44
Miscellaneous 2.39 3.26 1.90

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 98.25
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.74

View All

Concentration

Holdings (%)
Top 5 61.66
Top 10 84.25
Sector (%)
Top 3 98.25

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