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| Home >> Sundaram Financial Services Opportunities |
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| Sundaram Financial Services Opportunities |
Financial Services |
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| Snapshot of Performance |
Performance as on 31.03.2012 |
| Period |
NAV Per Unit (Rs) |
Fund % |
Benchmark % |
S&P CNX Nifty % |
Excess % Points |
| Since inception |
18.06 |
16.8 |
15.9 |
4.7 |
0.9 |
| 31/03/11 to 31/03/12 |
18.06 |
-14.0 |
-12.8 |
-9.2 |
-1.3 |
| 31/03/10 to 31/03/11 |
21.01 |
27.6 |
23.7 |
11.1 |
3.9 |
| 31/03/09 to 31/03/10 |
16.46 |
116.7 |
128.9 |
73.8 |
-12.2 |
| Last 3 years |
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33.4 |
35.2 |
20.6 |
-1.7 |
| Rs 10,000 invested at launch |
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18,061 |
17,565 |
11,901 |
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| Snapshot of SIP Performance |
Performance as on 31.03.2012 |
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| Value of Rs 1000 a month SIP |
| Period |
Investment |
Fund |
Benchmark |
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| Since Inception Returns |
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13.7% |
14.9% |
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| Since Inception |
45,000 |
58,040 |
59,357 |
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| Last 3 years |
36,000 |
39,899 |
40,390 |
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| Last 2 years |
24,000 |
23,306 |
23,693 |
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| Last 1 year |
12,000 |
12,119 |
12,223 |
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NotePast performance may or may not be sustained in future. Returns/investment value are as of March 31,
2012. Returns are on a compounded annual basis for period more than one year and absolute for one-year
period and computed using NAV of Growth Option. Value of Rs 10,000 invested at inception is as on March
31, 2012 . SIP values are in rupees. Performance Analysis on annualised basis using month-end NAVs since
launch. |
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| Click here to view fund related risk factors and disclaimer |
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EQUITY FUNDS
