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Sundaram Select Thematic Energy Opportunities Funds (D) SET SMS ALERT

7.317
0.05 (0.72%)
NAV as on Apr-11-2014
ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Thematic - Infrastructure category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Sundaram Select Thematic Energy Opportunities Funds a close-ended Scheme has been converted into open-ended Scheme w.e.f. January 01, 2011.
Benchmark Index:
 
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Returns (NAV as on Apr-11-2014)

Period Returns (%) Rank #
1 mth 6.2 57
3 mth 12.3 55
6 mth 17.8 53
1 year 9.8 54
2 year 1.9 23
3 year -3.0 22
5 year 7.2 17

# Moneycontrol Rank within 60 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.5 - - - -
2013 -10.2 -3.2 -9.4 11.9 -9.2
2012 14.8 -6.8 5.0 -1.8 12.3
2011 -9.8 -2.6 -4.1 -11.8 -25.2
2010 -4.7 - 7.4 -5.0 -1.2
2009 -8.0 52.9 17.8 -0.2 72.1

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 6.2 12.3 17.8 9.8 1.9 -3.0 7.2
Category avg 9.5 17.5 24.1 15.5 2.1 -1.0 3.9
Difference of Fund returns and Category returns -3.3 -5.2 -6.3 -5.7 -0.2 -2.0 3.3
Best of category 14.0 23.8 38.1 27.2 18.2 10.7 17.8
Worst of category 6.1 10.2 11.8 4.5 -7.8 -12.6 -1.2
Benchmark returns # 4.5 10.7 12.5 13.8 10.0 -0.9 4.3
Difference of Fund returns and Benchmark returns 1.7 1.6 5.3 -4.0 -8.1 -2.1 2.9
Sundaram Select Thematic Energy Opportunities Funds (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE Oil & Gas

Investment Info

Investment Objective

The objective of the Scheme would be to seek long term capital appreciation by investing primarily in the equity and equity related instruments of companies in the domestic market that predominantly focus on or benefit from, directly or indirectly, the opportunities and developments in the energy sector.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Dec 14, 2007
Benchmark S&P BSE Oil & Gas
Asset Size (Rs cr) 434.59 (Dec-31-2013)
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 Sundaram Select Thematic Energy Opportunities Funds a close-ended Scheme has been converted into open-ended Scheme w.e.f. January 01, 2011.

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
1,654.34 18.2 27.9 13.9 -8.1 4.0
UTI Infrastructure Fund -Direct (G) Not Ranked
0.77 20.7 22.3 11.1 -- --
UTI Infrastructure Fund (G) Rank 3
1,276.34 20.6 22.1 10.6 -2.4 5.4
ICICI Pru Infrastructure (G) Rank 3
1,216.76 16.2 20.8 16.3 -0.7 8.5
ICICI Pru Infrastructure-Direct (G) Not Ranked
4.25 16.4 21.2 17.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
BPCL Oil & Gas - 7.75
Reliance Oil & Gas - 7.23
IGL Oil & Gas - 6.74
Cairn India Oil & Gas - 5.94
ONGC Oil & Gas - 5.62
Larsen Engineering - 5.42
ICICI Bank Banking/Finance - 5.11
CESC Utilities - 5.09
Infosys Technology - 3.59
GAIL Oil & Gas - 2.90

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Oil & Gas 42.52 54.26 43.42
Engineering 13.54 15.53 12.92
Banking/Finance 11.67 10.67 6.19
Technology 7.51 5.38 0.57
Utilities 7.42 9.84 8.46
Metals & Mining 5.99 6.73 4.73

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 99.18
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.85

View All

Concentration

Holdings (%)
Top 5 33.28
Top 10 55.39
Sector (%)
Top 3 67.73

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