|
|
 |
| Home >> Sundaram BNP Paribas CAPEX Opportunities Fund |
|
|
 |
| CAPEX Opportunities Fund |
Select Thematic funds |
|
 |
 |
|
Dividend Plan -
Four Star
June 2010 |
|
|
|
|
Dividend Plan -
Five Star
April 2010 |
|
 |
|
 |
|
|
|
|
|
|
|
| Snapshot of Performance |
Performance Data Growth as on 30.06.2010 |
| Period |
Absolute Return (%) |
Annual Return (%) |
 |
Fund |
Benchmark |
CNX 500 |
Fund |
Benchmark |
CNX 500 |
Excess |
| Since Inception |
150.5 |
198.3 |
93.7 |
21.3 |
25.8 |
14.9 |
|
| Last 3 years |
25.2 |
19.6 |
21.9 |
7.8 |
6.1 |
6.8 |
|
| Last 2 years |
35.8 |
45.9 |
38.0 |
16.6 |
20.8 |
17.5 |
|
| Last 1 year |
27.5 |
14.9 |
27.4 |
27.5 |
14.9 |
27.4 |
|
|
|
|
| Snapshot of SIP Performance |
Performance Data Growth as on 30.06.2010 |
| Value of Rs 1000 a month SIP |
| Period |
Investment |
Fund |
Benchmark |
CNX 500 |
| Since Inception |
57,000 |
84,562 |
88,030 |
|
| Last 3 years |
36,000 |
47,019 |
46,889 |
|
| Last 2 years |
24,000 |
34,807 |
35,139 |
|
| Last 1 year |
12,000 |
13,145 |
13,181 |
|
| Since Inception Returns |
|
16.7% |
18.4% |
|
*BSE Capital Goods Index
Note:Past performance may or may not be sustained in future. Returns/investment value
are as of June 30, 2010. Returns are on a compounded annual basis and computed
using NAV of Growth Option. SIP values are in rupees. Performance Analysis on
annualised basis using month-end NAVs since launch. |
|
|
|
| Click here to view fund related risk factors and disclaimer |
|
|
|
|
|
 |
|
|
|
|
