Comparison Of DSP Blackrock Equity Fund Regular plan & Sundaram Capex Opportunities Fund

Two different mutual fund plans are described here. One is DSP Blackrock Equity Fund Regular plan by DSP Blackrock Mutual Fund and Sundaram capex opportunities fund by Sundaram Mutual Fund. The funds may outperform in the coming years.

DSP Blackrock Equity Fund Regular plan

DSP Blackrock Equity Fund Regular plan

 

It is an open ended equity diversified fund by DSP Blackrock Mutual Fund. Asset size of the fund is Rs 1,339.81 Cr (30 Jun 2010). Fund started on 7 April 1997. Rs 5,000 is the minimum investment. Apoorva Shah is the fund manager. Fund’s one year return is (-1.5%). Nifty’s one year return is 3.8%. 2008 was an awful year for world stock markets. Nifty gave a negative a return of 51% in that period. Fund also gave a negative return of 56.5% in that period. 2009 was an exceptional year for Indian markets. Nifty gave 75% return in that period. Fund also gave 77.6% return in that period. Fund gave 19.8% and 19.1% annualized return in the last two and five years respectively.

HDFC Bank, Housing Development Finance Corporation, Tata Consultancy Services, Bharat Petroleum Corporation, Oil & Natural Gas Corporation, Hindalco Industries, Larsen & Toubro, Lupin, Siemens, Tata Power Company, ICICI Bank, Tata Chemicals, Godrej Properties, ITC, Kotak Mahindra Bank, EID Parry(India) and Info Edge India are the top holdings of the fund. Banking/ Finance, Engineering and Oil & Gas are the main sectors preferred by the fund. 94.41% amount is invested in equities. 52 week high and low of NAV is Rs 58.91 and Rs 44.40 respectively. NAV of the fund closed at Rs 49.564 (15 July 2011).

Sundaram Capex Opportunities Fund

Sundaram Capex Opportunities Fund

 

It is an open ended equity diversified fund by Sundaram Mutual Fund. Asset size of the fund is Rs 328.13 Cr (30 Jun 2011). Fund launched on 5 Sep 2005. Rs 5,000 is the minimum investment. Srividhya Rajesh is the fund manager. Fund’s one year return is (-14.1%). Nifty’s one year return is 3.8%. 2008 was a dreadful year for world capital markets. Nifty gave a negative return of 51% in the year. Fund also gave a negative return of 63.2% in that period. 2009 was a best year for Indian capital markets. Nifty gave a return of 75% in the year. Fund gave 78% return in that year. Fund gave 10.7% and 8.2% annualized return in the last five and two years respectively.

Larsen & Toubro, Indraprastha Gas, BHEL, Areva T & D, Honeywell Automation, Crompton Greaves, Infrastructure Development Finance Company, Alstom Projects, Torrent Pharmaceuticals, Thermax, KEC International, Sadbhav Engineering, Bajaj Electricals, PTC India, Voltas, Rural Electrification Corporation and Mcnally Bharat Engineering are the top holdings of the fund. Engineering, Oil & Gas
and Cement are the main sectors preferred by the fund. 90.55% amount is invested in equities. 52 week high and low of NAV is Rs 14.72 and Rs 10.71 respectively. NAV of the fund closed at Rs 11.579 (15 July 2011).

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