Fund Manager
J Venkatesan
Shiv Chanani
Shiv Chanani
NAV as on Aug 22, 2014
(Regular Plan)
Growth:  11.36
Dividend:  10.35

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Home >>Products >>Equity >> Sundaram PSU Opportunities
Sundaram PSU Opportunities

Fund Objective
To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.
Positioning : Public Sector
   Thematic investment option - Dedicated vehicle to play the PSU theme that will become an ever bigger part of the market in the decade ahead
   n 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 focuses on the thematic opportunities across the cap curve; if outside-the-theme enabler is used, emphasis is on large-cap stocks.
   Except in case of post privatization events, investment outside the theme shall be only in large-cap stocks preferably in the S&P CNX Nifty
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 theme (including investment in derivatives) 0%-35% High
Fixed income/money market instruments 0%-35% Low to Medium
The Scheme may invest up to 35% of the net assets in overseas securities.
Product Labeling
This product is suitable for investors who are seeking*
   long term capital growth.
   investment in equity and equity related instruments of public sector companies
   High Risk         Brown
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Note: Risk may be represented as:
(BLUE) Investors understand that thier principal will be at low Risk(YELLOW) Investors understand that thier principal will be at medium Risk(BROWN) Investors understand that thier principal will be at high Risk

Sundaram Select Thematic Funds - PSU Opportunities
(Portfolio as on June 30, 2014)
Sl. No Instruments % Net assets
1 O N G C 12.78
2 Coal India 7.47
3 N T P C 6.97
4 State Bank of India 6.95
5 B P C L 5.05
6 G A I L 4.49
7 Bharat Electronics 3.76
8 Indian Bank 3.57
9 Punjab National Bank 3.21
10 Credit Analysis & Research 2.85
11 Oil India 2.81
12 H P C L 2.69
13 Gujarat Pipavav Port 2.27
14 Tata Communications 2.03
15 GIC Housing Finance 2.02
16 Andhra Bank 2.00
17 Power Finance Corp 1.99
18 Bank of Baroda 1.98
19 Bank of India 1.95
20 N A L C O 1.91
21 G S F C 1.82
22 Hindustan Zinc 1.62
23 B E M L 1.55
24 Tamil Nadu Newsprint & Papers 1.48
25 Indraprastha Gas 1.39
26 Gujarat Petronet 1.20
27 Dredging Corporation 1.06
28 Gujarat Alkalies 0.98
29 B H E L 0.97
30 Neyveli Lignite Corporation 0.96
31 Container Corp 0.92
32 Power Grid 0.90
33 Federal Bank 0.86
34 M O I L 0.52
35 Engineers India 0.21
36 Seamec 0.06
Equity 95.26
Derivatives -0.84
Fixed Income 0.00
Cash 5.58
Average AUM for the month of June 2014 148.92
No of Stocks 36.00


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Sector Profile

Financial Services
Industrial Manufacturing
Fertilisers & Pesticides

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Fund Facts
Inception January 2010
Average AUM  148.92 Crore
BenchmarkS&P BSE PSU Index
Minimum Investment   5,000
Quarterly-  750
Monthly-  250
Weekly-  1,000
Minimum Additional Purchase   500
Exit Load (both plans) 1% if redeemend < 12 months
Nil if redeemend > 12 months
Entry Load Nil