Sundaram-Select Thematic Funds-PSU Opp(G)
Scheme Returns
0%
Category Returns
-0.73%
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Sundaram-Select Thematic Funds-PSU Opp(G) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Equity - Thematic Fund - Other | -2.74 | 8.71 | -0.73 | 6.13 | 41.34 | 18.96 | 28.16 | 18.48 | 22.10 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Sundaram Asset Management Company Limited
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Fund
Sundaram Mutual Fund
Snapshot
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Inception Date
11-Jan-2010
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
7,625.89
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Scheme Plan
--
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Scheme Class
Equity - Thematic Fund - Other
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Objectives
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.
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Scheme Type
Open ended scheme
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Min. Investment
₹100,000
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Exit Load
--
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Latest NAV
--
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Fund Manager
Mr. Shiv Chanani
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Fund Manager Profile
Mr. Shiv Chanani is a CFA charter holder and a PGDM from Indian Institute of Management, Bangalore. Shiv joined Sundaram Mutual in September 2011 as Head of Equity Research. He was appointed Fund Manager in January 2013. Shiv has over 12 years of experience in Equity Research and Fund Management. His prior experience includes working with ICICI Securities Limited and Reliance Mutual Fund.
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
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Fund Information
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AMC
Sundaram Asset Management Company Limited
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Address
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.
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Phone
+91 (22) 28583362/3367
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Fax
(040) 23311968
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Email
customerservices@sundarammutual.com
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Website
www.sundarammutual.com
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032
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Phone
(040) 23312454 23320751 23320752
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Fax
(040) 23311968
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Email
customercare@karvy.com
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Website
https://mfs.kfintech.com/
Portfolio Details
| Company | Market Value | hold percentage |
|---|---|---|
| BEML Ltd | 85.41 | 1.03 |
| Bharat Electronics Ltd | 152.05 | 1.83 |
| Bharat Heavy Electricals Ltd | 153.24 | 1.84 |
| Hindustan Petroleum Corporation Ltd | 398.5 | 4.78 |
| Mangalore Refinery and Petrochemicals Ltd | 74.8 | 0.9 |
| Chennai Petroleum Corporation Ltd | 78.94 | 0.95 |
| State Bank of India | 642.57 | 7.71 |
| Oil & Natural Gas Corporation Ltd | 432.6 | 5.19 |
| Oriental Bank of Commerce | 54.03 | 0.65 |
| Tata Communications Ltd | 96.09 | 1.15 |
| Bharat Petroleum Corporation Ltd | 215.55 | 2.59 |
| Gujarat Narmada Valley Fertilizers and Chemicals Ltd | 102.86 | 1.23 |
| State Bank of Bikaner and Jaipur | 102.88 | 1.24 |
| Sarda Energy and Minerals Ltd | 89.61 | 0.61 |
| Neyveli Lignite Corporation Ltd | 57.56 | 0.69 |
| Balmer Lawrie & Company Ltd | 119.97 | 1.44 |
| Dredging Corporation of India Ltd | 129.2 | 1.55 |
| Rashtriya Chemicals and Fertilizers Ltd | 73.58 | 0.88 |
| Seamec Ltd | 39.62 | 0.48 |
| Indian Oil Corporation Ltd | 661.5 | 7.94 |
| Tamil Nadu Newsprint & Papers Ltd | 82.68 | 0.99 |
| Bank of Baroda | 138.56 | 1.66 |
| GAIL (India) Ltd | 231.09 | 2.77 |
| Punjab National Bank | 105.9 | 1.27 |
| Indraprastha Gas Ltd | 251.02 | 3.01 |
| PTC India Ltd | 154.1 | 1.85 |
| NTPC Ltd | 547.05 | 6.57 |
| I D F C | 958.57 | 1.81 |
| Gujarat State Petronet Ltd | 214.95 | 2.58 |
| Power Finance Corp | 1291.75 | 2.42 |
| Indian Bank | 282.4 | 3.39 |
| Power Grid | 770.35 | 1.44 |
| Oil India Ltd | 105.66 | 1.27 |
| Mahanagar Gas Ltd | 1.61 | 0.02 |
| NHPC Ltd | 100.8 | 1.21 |
| CBLO | 438.92 | 5.27 |
| Cash & Other Net Current Assets | 64.79 | 0.78 |
| Coal India Ltd | 672.95 | 8.08 |
| Ujjivan Financial Services Ltd (Ujjivan FIDM) | 485.68 | 5.83 |
| Credit Analysis And Research Ltd | 149.15 | 1.79 |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Invesco India PSU Equity Fund - Growth | 431.9 | 2.95 | 6.43 | 49.57 | 82.82 | 37.16 |
| Franklin India Opportunities Fund - Growth | 681.73 | 4.13 | 9.65 | 36.05 | 70.46 | 28.5 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 717.63 | 1.25 | 8.66 | 34.25 | 61.3 | 29.9 |
| 360 ONE QUANT FUND REGULAR GROWTH | 59.83 | 0.42 | 4.47 | 28.94 | 56.9 | 0 |
| UTI-Transpotation and Logistics Fund-Growth Option | 7.2 | 1.76 | 10.58 | 33.01 | 55.76 | 28.57 |
| Bandhan TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 260.72 | 2.75 | 9.08 | 30.05 | 54.67 | 0 |
| HDFC Housing Opportunities Fund - Growth Option | 1108.4 | 0.74 | 6.3 | 27.1 | 53.08 | 26.7 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 627.43 | 1.45 | 7.6 | 25.54 | 46.27 | 16.84 |
| quant ESG Equity Fund - Growth Option - Regular Plan | 165.09 | -0.34 | 2.6 | 24.74 | 45.07 | 28.68 |
| Taurus Ethical Fund - Regular Plan - Growth Option | 87.24 | -1.52 | 0.29 | 21.72 | 44.96 | 17.55 |
Other Funds From - Sundaram-Select Thematic Funds-PSU Opp(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund Regular Plan - Growth | 10269.46 | 1.34 | 5.19 | 23.91 | 53.1 | 25.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 10262.08 | 1.34 | 5.19 | 23.91 | 53.1 | 25.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 10112.24 | 1.34 | 5.19 | 23.91 | 53.1 | 25.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 9880.35 | 1.34 | 5.19 | 23.91 | 53.1 | 25.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 9293.43 | 1.34 | 5.19 | 23.91 | 53.1 | 25.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8777.42 | 1.34 | 5.19 | 23.91 | 53.1 | 25.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8617.55 | 1.34 | 5.19 | 23.91 | 53.1 | 25.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8477.71 | 1.34 | 5.19 | 23.91 | 53.1 | 25.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 8358.16 | 1.34 | 5.19 | 23.91 | 53.1 | 25.96 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 7975.51 | 1.34 | 5.19 | 23.91 | 53.1 | 25.96 |