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Sundaram PSU Opportunities Fund - Direct Plan (D) SET SMS ALERT

10.724
0.05 (0.43%)
NAV as on Sep-19-2014
NAV as on Sep-19-2014

Fund Family Sundaram Mutual Fund

Fund Class Diversified Equity

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

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Sep-19-2014)

Period Returns (%) Rank #
1 mth 3.2 153
3 mth 3.3 155
6 mth 40.9 51
1 year 47.4 115
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 174 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.7 33.1 - - -
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 3.2 3.3 40.9 47.4 -- -- --
Category avg 5.6 11.8 34.6 49.0 11.7 8.6 5.4
Difference of Fund returns and Category returns -2.4 -8.5 6.3 -1.6 -- -- --
Best of category 11.9 26.3 58.2 85.3 50.8 35.5 22.4
Worst of category -9.1 1.1 18.0 24.9 9.8 2.8 -6.9
Benchmark returns # -2.9 -2.6 31.7 38.7 10.5 4.7 --
Difference of Fund returns and Benchmark returns 6.1 5.9 9.2 8.7 -- -- --
# 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) 0.43 (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 10.8 44.2 70.7 21.5 17.2
HDFC Equity Fund - Direct (G) Not Ranked
1,117.09 11.0 44.7 71.9 -- --
Reliance Equity Oppor -Direct (G) Not Ranked
241.07 14.3 42.2 70.9 -- --
Reliance Equity Oppor - IP (G) Not Ranked
7.22 14.2 41.8 69.9 25.5 -6.9
Reliance Equity Oppor - RP (G) Rank 2
5,902.41 14.1 41.7 69.6 25.3 21.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

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

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 95.96
Others 1.72
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.33

View All

Sector (%)
Top 3 N.A.

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