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| Home >> Sundaram BNP Paribas CAPEX Opportunities Fund |
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| Sundaram BNP Paribas CAPEX Opportunities Fund |
| Fund Manager - Srividhya Rajesh |
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| CRISIL - CRISIL~CPR 2 |
Value Research - ***** |
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| Performance Data Growth as on 30.06.2010 |
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Annual Return (%) |
SIP |
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Fund |
Benchmark |
Return % |
Value (Rs) |
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| Since Inception |
150.5 |
198.3 |
21.3 |
25.8 |
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| Last 3 years |
25.2 |
19.6 |
7.8 |
6.1 |
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| Last 2 years |
35.8 |
45.9 |
16.6 |
20.8 |
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| Last 1 year |
27.5 |
14.9 |
27.5 |
14.9 |
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| Click here for NAV history |
*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. |
| Performance Data Dividend as on 31.07.2009 |
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Annual Return (%) |
SIP |
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Fund |
Benchmark |
Return % |
Value (Rs) |
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| Since Inception |
16.4 |
27.7 |
46,000 |
52,162 |
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| Last 3 years |
12.2 |
21.5 |
36,000 |
37,657 |
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| Last 2 years |
-8.6 |
-2.8 |
24,000 |
24,476 |
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| Last 1 year |
-5.9 |
7.8 |
12,000 |
15,632 |
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| Click here for NAV history |
*BSE Capital Goods Index
Note: Past performance may or may not be sustained in future.
Computed using NAV of Growth Option on compounded annual basis.
As the benchmark is influenced significantly by a few stocks, the broad market
index S&P CNX 500 has also been indicated for meaningful comparision
Amount invested through SIP since launch is: Rs 35k
Rs 10,000 invested since inception in now worth Rs 19,078 |
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Thematic fund that focuses on Sector Concentration and Stock Diversification |
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Invests in suppliers of products and services that ride on infrastructure spend in the economy |
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Invests across market-cap categories, may be overweight in large-caps most times |
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Stocks are chosen with a 24-month outlook to derive maximum benefits from the infrastructure spending cycle |
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Opportunities are in Roads, Power, Logistics, Irrigation, Housing, Modernisation, Expansion, New Capacity and Renewal |
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Portfolio comprises about 50 stocks |
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| Click here to view fund related risk factors |
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