CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFDirect · IDCW

Sundaram - Select Thematic Funds - CAPEX Opportunities Fund - Dividend - Direct Plan

Infrastructure Equity - Sectoral Fund - Infrastructure Benchmark: BSE Capital Goods
NAV · 04 Apr 2014₹8.86-0.63%
AUM₹109 Crfrom this fund's primary plan
Expense Ratio2.58%
CAGR—
Exit Load1% on or before 12M
Min SIP₹250from this fund's primary plan
Launched2013

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of companies in the capital goods sector.

Fund Mandate

Equity and equity-related instruments (including investment in derivatives) 70%–100%
MMI0%–15%
Other equities (including investment in derivatives)0%–30%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
2.58%
₹250from this fund's primary plan
₹5,000
1% on or before 12M
Nil
Inception02 Jan 2013
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Sundaram - Select Thematic Funds - CAPEX Opportunities Fund - Dividend - Direct Plan.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.63%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.58%
1% on or before 12M
Nil
₹250from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme