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SET SMS ALERT Fund Family Sundaram Mutual Fund
Fund Class Thematic - Infrastructure
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 4.5 | - |
| 3 mth | 2.7 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 35 Thematic - Infrastructure Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -11.9 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Thematic - Infrastructure)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 4.5 | 2.7 | -- | -- | -- | -- | -- |
| Category avg | 5.4 | 0.4 | -0.7 | 11.4 | -4.8 | -5.3 | -2.5 |
| Difference of Fund returns and Category returns | -0.9 | 2.3 | -- | -- | -- | -- | -- |
| Best of category | 9.4 | 6.2 | 9.1 | 27.8 | 9.9 | 6.0 | 2.2 |
| Worst of category | 1.6 | -4.9 | -12.2 | -7.2 | -18.3 | -18.7 | -15.7 |
| Benchmark returns # | 5.8 | 1.2 | 12.3 | 21.7 | -1.8 | -2.3 | -4.2 |
| Difference of Fund returns and Benchmark returns | -1.3 | 1.5 | -- | -- | -- | -- | -- |
Investment Objective
To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | S&P BSE Oil & Gas |
| Asset Size (Rs cr) | 0.02 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | S Krishnakumar / Srividhya Rajesh View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed within 12 months from the date of allotment. |
| Regd. Office | Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014 |
|---|---|
| Tel. No. | 91 44 28583362, 28583367 |
| Fax No. | 91 44 28583156 |
| sundarammutual@sundarammutual.com | |
| Website | http://www.sundarammutual.com |
| Thematic - Infrastructure | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Reliance Diver. Power - RP (G) | Rank 4 |
1,848.20 | -3.1 | -6.2 | 3.6 | -12.9 | -4.8 |
| UTI Infrastructure Fund (G) | Rank 3 |
1,715.64 | 3.1 | 5.1 | 21.6 | -4.4 | -3.8 |
| ICICI Pru Infrastructure (G) | Rank 2 |
1,635.31 | 0.6 | 2.5 | 16.3 | -2.0 | -1.5 |
| DSP-BR India TIGER - RP (G) | Rank 1 |
1,413.22 | 1.4 | 5.5 | 21.8 | -0.4 | 0.2 |
| SBI Infrastructure - Sr I (G) | Rank 4 |
601.41 | 3.1 | 0.7 | 17.5 | -6.8 | -6.7 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| BPCL | Oil & Gas | 39.51 | 7.38 |
| Reliance | Oil & Gas | 39.35 | 7.35 |
| ONGC | Oil & Gas | 37.26 | 6.96 |
| IndraprasthaGas | Oil & Gas | 36.46 | 6.81 |
| Cairn India | Oil & Gas | 34.26 | 6.40 |
| Larsen | Engineering | 26.66 | 4.98 |
| GAIL | Oil & Gas | 24.09 | 4.50 |
| CESC | Utilities | 19.59 | 3.66 |
| India Cements | Cement | 18.79 | 3.51 |
| IDFC | Banking/Finance | 18.52 | 3.46 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Oil & Gas | 49.71 | 49.71 | 47.54 |
| Engineering | 15.48 | 16.44 | 15.48 |
| Utilities | 8.89 | 8.89 | 6.20 |
| Banking/Finance | 6.95 | 7.85 | 6.41 |
| Cement | 5.91 | 7.30 | 5.91 |
| Metals & Mining | 4.78 | 6.22 | 4.78 |
| Equity | 96.03 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 4.00 |
| Holdings | (%) |
|---|---|
| Top 5 | 34.90 |
| Top 10 | 55.01 |
| Sector | (%) |
|---|---|
| Top 3 | 74.08 |
Sundaram BNP buys 5.20 lakh shares of Polaris Financial
On September 12, 2012 Sundaram BNP Paribas Mutual Fund A/C Sundaram Growth Fund bought 520,000 share ...
Sep 13, 2012 at 8:11 | Source: Moneycontrol.com
Sundaram MF launches Capital Protection Oriented Fund Sr-2
Sundaram Mutual Fund launches Sundaram Capital Protection Oriented Fund Series 2 – 3 Years, a close ...
Nov 22, 2010 at 13:52 | Source: Moneycontrol.com
Sundaram Finance to buy BNP Paribas' 49.9% stake in AMC arm
BNP Paribas had acquired the financial services of the Fortis Group. It cannot be part of two AMCs.
Jun 30, 2010 at 15:02 | Source: Moneycontrol.com
Oct 25, 2011
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