Fund Objective The objective of the Scheme would be to achieve long term capital appreciation by investing primarily in the equity and equity related instruments of companies that focus on opportunities in the entertainment business. Positioning : Entertainment
Overview    Thematic investment option - Investing in stocks based on the Entertainment Theme    In line with the profile of companies in the entertainment theme, the portfolio has a distinct mid- and small-cap bias.    The fund is benchmarked to CNX Media & Entertainment 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 % of the investible funds (indicative) Risk Profile Equity and equity-related instruments (including investment in derivatives) 65%-100% High Equity & Equity Related Instruments other than the targeted sector/theme (including investment in derivatives) 0%-35% High Fixed Income and Money Market Instruments 0%-15% Low to Medium The Scheme may invest up to 35% of the net assets in overseas securities.

Sundaram Entertainment Opportunities Portfolio Date: April 30, 2013
		(%)
	Security	Weight
1	PVR	15.70
2	Zee Entertainment	10.14
3	TV18 Broadcast	9.21
4	Dish TV	8.31
5	HT Media	8.29
6	Den Networks	8.16
7	Mahindra Holiday	7.47
8	Entertainment Networth	5.58
9	InfoEdge	4.86
10	Sun TV	4.82
11	TV Today Network	4.00
12	Eros International Media	3.55
13	Hathway Cable & Datacom	2.56
14	NDTV	2.46
15	Talwalkars	1.99
16	Inox Leisure	0.95
17	Speciality Restaurants	0.87
	Equity	98.90
	Derivatives	0.00
	Fixed Income	0.00
	Cash	1.10
	Average AUM (Rs.crore)	33
	Number of Stocks	17