Sundaram PSU Opportunities Fund (D)

Sundaram PSU Opportunities Fund (D) is a scheme launched by Sundaram Mutual Fund on December 24, 2009, and falls under the PSU Themes fund category. It currently manages an AUM of Rs 1,603.82 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100000. It charges an expense ratio of 2.42017))% for managing the portfolio.

• Investing Strategy:

  Seek capital appreciation by investing in equity and equityrelated securities of public sector companies to the extent of at least 65%. The fund may also invest in bonds and other fixed-income instruments issued by public sector entities. Under normal circumstances, cash may be deployed in fixed income and money market instrumentsExposure to overseas securities shall not exceed 35% of assets and shall be only related to the theme.

• Performance:

  Sundaram PSU Opportunities Fund (D) trailing returns over different times are NA% (1 year), NA% (3 year) and NA% (5 year). The average annual return of this fund stands at NA%.