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Sundaram PSU Opportunities Fund (D)

PLAN: Regular OPTIONS: Dividend
10.906 0.15 (1.34%)

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

Period Returns (%) Rank #
1 mth 4.4 159
3 mth 6.0 150
6 mth 8.3 148
1 year 50.4 101
2 year 12.2 71
3 year 8.7 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 -13.1 -4.8 -7.1 -13.6 -33.4
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 4.4 6.0 8.3 50.4 12.2 8.7 --
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 -3.7 -13.6 4.4 0.4 -1.4 --
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 5.8 5.8 6.5 -1.8 -1.3 --
Sundaram PSU Opportunities Fund (D) 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 Dividend
Launch date Dec 24, 2009
Benchmark CNX PSE
Asset Size (Rs cr) 147.81 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (Jan-07-2011) 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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