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Sundaram Select Thematic Energy Opportunities Funds - Direct Plan (G) SET SMS ALERT

7.362
0.05 (0.71%)
NAV as on Apr-11-2014
NAV as on Apr-11-2014
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

Close Sundaram Select Thematic Energy Opportunities Funds has been merge with Sundaram Infrastructure Advantage Fund w.e.f. April 15, 2014.
Benchmark Index:
 
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Returns (NAV as on Apr-11-2014)

Period Returns (%) Rank #
1 mth - 58
3 mth - 58
6 mth - 58
1 year - 58
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 58 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.8 0.7 - - -
2013 -11.9 -3.0 -9.3 12.0 -10.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg 3.6 5.7 33.6 57.9 9.6 6.0 2.9
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 6.7 17.4 53.3 91.1 41.1 31.0 20.2
Worst of category 1.0 -1.1 22.2 34.4 11.7 4.7 -1.3
Benchmark returns # 4.0 3.8 16.9 24.9 15.6 7.5 4.3
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: S&P BSE Oil & Gas

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 Growth
Launch date Jan 01, 2013
Benchmark S&P BSE Oil & Gas
Asset Size (Rs cr) 0.01 (Jun-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager S Krishnakumar / S Bharath
View performance of schemes managed by the Fund Manager
Notes Sundaram Select Thematic Energy Opportunities Funds has been merge with Sundaram Infrastructure Advantage Fund w.e.f. April 15, 2014.

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

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power - RP (G) Rank 5
2,270.75 -1.1 31.4 58.7 7.3 0.6
ICICI Pru Infrastructure (G) Rank 3
1,724.67 5.4 33.9 55.2 14.3 8.6
HDFC Infrastructure Fund (G) Rank 3
1,530.33 7.3 38.9 78.9 15.4 9.2
UTI Infrastructure Fund (G) Rank 3
1,605.22 6.2 32.1 53.3 12.6 5.2
DSP-BR India TIGER - RP (G) Rank 3
1,362.22 4.8 33.4 54.6 15.2 9.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Equity Sector Value
(Rs cr)
Asset %
BPCL Oil & Gas 0.01 8.71
IGL Oil & Gas 0.01 7.35
Reliance Oil & Gas 0.01 7.13
Larsen Engineering 0.01 5.73
ICICI Bank Banking/Finance 0.01 5.63
ONGC Oil & Gas 0.01 5.50
CESC Utilities 0.00 3.90
HDFC Banking/Finance 0.00 3.01
Cairn India Oil & Gas 0.00 3.00
Infosys Technology 0.00 2.74

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

Oil & Gas 37.14 43.42 37.14
Banking/Finance 20.75 20.75 10.67
Engineering 13.88 14.06 13.88
Technology 6.03 6.03 5.38
Utilities 5.41 8.46 5.41
Metals & Mining 3.22 5.33 3.22

View All Sectors

Asset Allocation (%)(Mar 31, 14)

Equity 94.45
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.56

View All

Concentration

Holdings (%)
Top 5 34.55
Top 10 52.70
Sector (%)
Top 3 71.77

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