SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Sundaram Mutual Fund > Sundaram PSU Opportunities Fund (G)

Sundaram PSU Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
12.002 0.17 (1.46%)

NAV as on 22 Dec, 2014

CRISIL MF RANK

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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 22 Dec, 2014)

Period Returns (%) Rank #
1 mth -0.2 56
3 mth 5.0 115
6 mth 4.4 148
1 year 46.4 93
2 year 11.2 131
3 year 10.7 70
5 year - -

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.3 32.7 -4.3 - -
2013 -10.7 -3.8 -11.8 7.5 -17.3
2012 15.2 -4.1 1.3 -0.2 14.2
2011 -4.6 -4.8 -7.1 -13.6 -26.9
2010 -0.8 4.1 16.5 -3.6 18.2

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 -0.2 5.0 4.4 46.4 11.2 10.7 --
Category avg -0.7 5.9 15.4 41.0 19.0 10.7 5.1
Difference of Fund returns and Category returns 0.5 -0.9 -11.0 5.4 -7.8 0.0 --
Best of category 7.5 13.2 34.4 78.8 47.2 41.7 23.0
Worst of category -4.4 -8.9 -6.8 6.6 8.9 9.6 -7.9
Benchmark returns # -2.3 -0.3 -3.3 37.2 12.5 9.9 --
Difference of Fund returns and Benchmark returns 2.1 5.3 7.7 9.2 -1.3 0.8 --
Sundaram PSU Opportunities Fund (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: CNX PSE

Investment Info

Investment Objective

Seek capital appreciation by investing in equity and equityrelated securities of public sector companies to the extent of at least 65%. The fund may also invest in bonds and other fixed-income instruments issued by public sector entities. Under normal circumstances, cash may be deployed in fixed income and money market instruments. Exposure to overseas securities shall not exceed 35% of assets and shall be only related to the theme

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Dec 24, 2009
Benchmark CNX PSE
Asset Size (Rs cr) 147.81 (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 4.7 13.6 54.4 28.2 15.4
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 8.5 23.2 58.3 33.5 20.2
Franklin High Growth Cos (G) Rank 1
799.94 12.5 33.4 77.1 39.9 19.2
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 8.7 23.7 59.6 -- --
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 4.9 14.0 55.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
SBI Banking/Finance 12.86 8.80
SBI Banking/Finance 12.86 8.80
ONGC Oil & Gas 10.17 6.96
ONGC Oil & Gas 10.17 6.96
NTPC Utilities 10.13 6.94
NTPC Utilities 10.13 6.94
Coal India Metals & Mining 9.34 6.39
Coal India Metals & Mining 9.34 6.39
BPCL Oil & Gas 6.34 4.34
BPCL Oil & Gas 6.34 4.34

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 57.52 57.52 22.96
Oil & Gas 54.06 54.06 27.24
Metals & Mining 20.26 20.26 9.87
Utilities 18.72 18.72 8.81
Services 11.94 11.94 2.03
Engineering 8.46 8.46 2.17

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 98.46
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.62
Cash / Call 0.94

View All

Concentration

Holdings (%)
Top 5 38.46
Top 10 66.86
Sector (%)
Top 3 131.84

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.