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

10.179
0.12 (1.20%)
NAV as on Jul-28-2014

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:
 
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Returns (NAV as on Jul-28-2014)

Period Returns (%) Rank #
1 mth -6.0 160
3 mth 21.5 56
6 mth 42.3 26
1 year 41.0 107
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 172 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 -6.0 21.5 42.3 41.0 -- -- --
Category avg -- 18.4 31.0 41.0 11.0 6.0 5.5
Difference of Fund returns and Category returns -6.0 3.1 11.3 0.0 -- -- --
Best of category 4.7 33.3 55.1 72.9 45.8 26.1 23.1
Worst of category -6.0 5.2 12.2 17.3 8.9 0.1 -5.7
Benchmark returns # -6.8 23.4 40.4 40.0 10.8 2.0 --
Difference of Fund returns and Benchmark returns 0.8 -1.9 1.9 1.0 -- -- --
# 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 21.5 44.3 61.0 14.5 17.8
Reliance Equity Oppor - RP (G) Rank 2
5,902.41 21.2 36.6 57.8 18.4 23.1
Reliance Growth Fund - RP (G) Rank 3
4,416.90 21.8 38.9 56.8 13.2 13.5
ICICI Pru Dynamic Plan (G) Rank 3
4,151.71 15.4 29.2 53.3 16.6 17.8
Reliance RSF - Equity (G) Rank 4
2,274.47 23.2 38.4 51.3 13.2 14.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
ONGC Oil & Gas 0.06 12.78
Coal India Metals & Mining 0.03 7.47
NTPC Utilities 0.03 6.97
SBI Banking/Finance 0.03 6.95
BPCL Oil & Gas 0.02 5.05
GAIL Oil & Gas 0.02 4.49
Bharat Elec Manufacturing 0.02 3.76
Indian Bank Banking/Finance 0.02 3.57
PNB Banking/Finance 0.01 3.21
CARE Miscellaneous 0.01 2.85

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Oil & Gas 30.41 34.94 28.21
Banking/Finance 24.53 26.89 19.27
Metals & Mining 11.52 13.25 9.87
Utilities 8.83 12.67 8.25
Manufacturing 5.24 6.33 2.16
Miscellaneous 3.91 3.91 0.87

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 95.25
Others -0.06
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.80

View All

Concentration

Holdings (%)
Top 5 39.22
Top 10 57.10
Sector (%)
Top 3 66.46

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