Sundaram - Select Thematic Funds - PSU Opportunities - Growth

Fund Family: Sundaram Mutual Fund | Fund Class: Equity - Diversified | Launch Date: 11 Jan,2010

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11.70
Change Change %
0.2893 2.5352%

Updated: 31 Mar,2015 | 12:00 AM

Previous NAV 11.41
Quarterly Average AUM(in ₹ Cr.)
(As on 31 Dec 2014)
68.06
Expense Ratio 2.86

1 Month Range

11.40 12.46

52 Wk Range

8.72 12.59
Period:

Compare NAV performance of Sundaram-Select Thematic Funds-PSU Opp(G) vs. Peers

Color code for Price performance of Sundaram-Select Thematic Funds-PSU Opp(G)'s Peers

  • 7% and above
  • 3% to 7%
  • 1% to 3%
  • -1% to 1%
  • -3% to -1%
  • -7% to -3%
  • -7% and below

Scheme Performance -

Period Date NAV Return %
1 Month 27 Feb,2015 12.35 -98.60%
3 Months 26 Dec,2014 11.92 -17.14%
6 Months 26 Sep,2014 11.29 2.24%

More from Performance »

Period Date NAV Return %
1 Month 27 Feb,2015 12.35 -7.56%
3 Months 26 Dec,2014 11.92 -4.27%
6 Months 26 Sep,2014 11.29 1.11%

More from Performance »

Portfolio Allocation -

Top Holdings -

Company Market Value (₹ Cr.) Holding (%)
NTPC Ltd 12.47 9.94
State Bank of India Ltd 11.34 9.04
Coal India Ltd 11.11 8.86
Oil & Natural Gas Corpn. Ltd 4.94 3.93
GIC Housing Finance Ltd 4.89 3.90

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Investment Information

Investment Objective Seek capital appreciation by investing in equity and equity-related 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 Type Open ended scheme
Scheme Class Equity - Diversified
Investment Plan Growth
Minimum Investment (in ₹) 5000.00
Lock In Period 0
Dividend 0
Bonus N/A
Fund Manager J. Venkatesan
SIP Yes
STP Yes
SWP Yes
Name Load
Entry 1%
Exit -
Fund Manager J. Venkatesan
Registrar Sundaram BNP Paribas Fund Services Limited.

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Sundaram - Select Thematic Funds - PSU Opportunities - Growth - News

Fund House Details

AMC Name

Sundaram Mutual Fund

Registered Office

Address: Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

Tel: +91 (22) 28583362/3367

Fax: +91 (22) 22858 3156

Email: rahulm@sundarammutual.com

Website: www.sundarammutual.com

Registrars Details

Sundaram BNP Paribas Fund Services Limited.

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