To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.
Positioning : Diversified Large-Cap Fund
Overview
Thematic investment option - Tracking the emerging energy landscape theme in India
Multi-cap profile with allocation to resources, enablers, beneficiaries and capital goods & services providers tracking the emerging energy landscape theme
The fund is benchmarked to BSE Oil & Gas Index
Enabler: up to 35% outside the theme. Investment outside the theme shall be only in large cap stocks preferably within S&P CNX Nifty Index
Asset Allocation
Scheme/Instrument
Minimum
Maximum
Risk Profile
Equity & Equity Related Instruments in the targeted sector/theme
65%
100%
High
Equity & Equity Related Instruments
other than the targeted sector/theme
0%
35%
High
Money market Instruments
0%
15%
Low to medium
The scheme may invest upto 50% of its net assets in derivative
instruments for the purpose of hedging, portfolio balancing and
trading in accordance with the SEBI Circular No.
CIR/IMD/DF/11/2010 dated August 18, 2010. The cumulative gross
exposure through equity, debt and derivative position should not
exceed 100% of the net assets of the scheme. The scheme may
also invest 35% its net assets in overseas securities.
100% of the net assets. Same security wise hedge position have not
been considered in computing gross exposure. The Scheme Shall
not invest in repo in Corporate Bond.
Exposures in overseas securities may be taken subject to the
applicable guidelines/policies of SEBI and RBI.
Sundaram Energy Opportunities Portfolio as on May 31, 2013
6.57
Regular