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Sundaram PSU Opportunities Fund (D) SET SMS ALERT

10.347
0 (0.00%)
NAV as on Jul-23-2014

Fund Family Sundaram Mutual Fund

Fund Class Diversified Equity

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) . 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 Jul-23-2014)

Period Returns (%) Rank #
1 mth -3.3 162
3 mth 23.6 40
6 mth 41.9 27
1 year 38.2 117
2 year 9.9 76
3 year - 75
5 year - -

# Moneycontrol Rank within 172 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.3 32.7 - - -
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 -3.3 23.6 41.9 38.2 9.9 -- --
Category avg 2.7 19.2 29.3 39.9 11.4 5.8 5.6
Difference of Fund returns and Category returns -6.0 4.4 12.6 -1.7 -1.5 -- --
Best of category 9.5 36.7 53.3 71.8 45.3 24.6 23.4
Worst of category -3.3 6.0 12.5 18.9 9.9 -0.3 -5.4
Benchmark returns # -2.2 25.1 40.1 37.3 12.5 1.7 --
Difference of Fund returns and Benchmark returns -1.1 -1.5 1.8 0.9 -2.6 -- --
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) 135.33 (Jun-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
11,768.95 23.2 43.3 59.7 14.4 18.2
Reliance Equity Oppor - RP (G) Rank 2
5,902.41 21.7 34.8 56.3 17.7 23.4
Reliance Growth Fund - RP (G) Rank 4
4,416.90 23.7 36.3 54.0 12.9 13.8
ICICI Pru Dynamic Plan (G) Rank 1
4,151.71 16.7 27.6 51.8 15.9 18.3
Reliance RSF - Equity (G) Rank 4
2,274.47 24.1 36.2 48.6 12.5 14.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
ONGC Oil & Gas 17.30 12.78
Coal India Metals & Mining 10.11 7.47
NTPC Utilities 9.43 6.97
SBI Banking/Finance 9.41 6.95
BPCL Oil & Gas 6.83 5.05
GAIL Oil & Gas 6.08 4.49
Bharat Elec Manufacturing 5.09 3.76
Indian Bank Banking/Finance 4.83 3.57
PNB Banking/Finance 4.34 3.21
CARE Miscellaneous 3.86 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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