Fund Objective The investment objective of the scheme is to seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services. Positioning : Financial Services
Overview    Thematic investment option - Investing in stocks based on the Banking, Financial Services and Insurance (BFSI) theme.    Dedicated vehicle to play the financial services theme that will drive India growth over the next decade.    An aggressively managed fund with sector, stock, trading and cash calls as well as a call to stay outside the theme to the extent permitted if conditions warrant.    The fund is benchmarked to CNX Banks 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 & Equity Related Instruments of predominantely Indian companies relevant to the theme (including investment in derivatives) 65%-100% High Equity & equity-related instruments outside the 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 Financial Services Opportunities Portfolio as on May 31, 2013
	Security	Weight(%)
1	ICICI Bank	11.71
2	HDFC Bank	9.61
3	State Bank Of India	9.52
4	Axis Bank	9.05
5	Punjab National Bank	7.93
6	Bajaj Finance	5.66
7	IndusInd Bank	5.12
8	Yes Bank	5.09
9	Karur Vysya Bank	4.61
10	Jammu & Kashmir Bank	4.38
11	Indian Bank	3.75
12	Development Credit Bank	3.68
13	Credit Analysis & Research	3.05
14	Bank of Baroda	2.72
15	I D F C	2.59
16	Max India	2.30
17	M & M Financial	1.96
18	Repco Home Finance	1.87
19	JM Financial	1.20
20	Bank of India	0.98
21	Cholamandalam Investment & Finance Company	0.87
22	Aditya Birla Nuvo	0.63
23	LIC Housing	0.61
	Equity	98.90
	Derivatives	0.00
	Fixed Income	0.00
	Cash	1.10
	Average AUM (Rs. In Crore)	175.81
	Number of stocks	23.00