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Sundaram PSU Opportunities Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
11.030 0.15 (1.34%)

NAV as on 19 Nov, 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 : Diversified Equity
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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

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Benchmark Index:
 
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Returns (NAV as on 19 Nov, 2014)

Period Returns (%) Rank #
1 mth 4.4 158
3 mth 6.2 149
6 mth 8.8 147
1 year 51.5 95
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.7 33.1 -4.1 - -
2013 -12.9 -3.7 -11.8 7.5 -19.2

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 4.4 6.2 8.8 51.5 -- -- --
Category avg 7.4 9.7 21.9 46.0 11.8 10.1 5.2
Difference of Fund returns and Category returns -3.0 -3.5 -13.1 5.5 -- -- --
Best of category 13.7 20.6 44.8 84.3 50.7 40.8 23.3
Worst of category -4.0 -18.7 2.0 15.5 11.4 7.6 -6.4
Benchmark returns # 0.6 0.2 2.5 43.9 14.0 10.0 --
Difference of Fund returns and Benchmark returns 3.8 6.0 6.3 7.6 -- -- --
# Benchmark Index: CNX PSE

Investment Info

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CNX PSE
Asset Size (Rs cr) 0.93 (Sep-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
14,114.11 8.6 21.4 68.7 27.5 15.9
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 8.8 21.9 69.8 -- --
Reliance Equity Oppor - IP (G) Not Ranked
7.49 17.9 33.2 73.6 32.5 -6.4
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 18.1 33.6 74.6 -- --
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 17.9 33.0 73.2 32.2 22.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 96.40
Others 3.50
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.10

View All

Sector (%)
Top 3 N.A.

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