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SUSundaram MFIDCW

Sundaram - Select Thematic Funds - CAPEX Opportunities Fund - Dividend

Infrastructure Equity - Sectoral Fund - Infrastructure Benchmark: BSE Capital Goods
NAV · 04 Apr 2014₹8.81-0.64%
AUM₹109 Cr
Expense Ratio2.86%
CAGR—
Exit Load1% on or before 12M
Min SIP₹250
Launched2005

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%
Asset Allocation
Domestic Equity96.0%
Cash & Equivalents4.0%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
2.86%
₹250
₹5,000
1% on or before 12M
Nil
Inception29 Sep 2005
AMCSundaram MF
Top Holdings As of 31 Mar 2014
1Larsen & Toubro Ltd.Infrastructure9.04%
2VA Tech Wabag Ltd.Business Services7.14%
3Cummins India Ltd.Automobile & Ancillaries5.48%
4ICICI Bank Ltd.Bank5.45%
5GE Vernova T&D India Ltd.Capital Goods4.84%
6Thermax Ltd.Capital Goods4.48%
7Karur Vysya Bank Ltd.Bank3.87%
8Honeywell Automation India Ltd.Capital Goods3.80%
9CG Power and Industrial Solutions Ltd.Capital Goods3.61%
10GE Power India Ltd.Infrastructure3.44%
Sector Allocation
Infrastructure25.9%
Capital Goods19.5%
Bank16.1%
Automobile & Ancillaries7.3%
Business Services7.1%
IT5.9%
Finance4.5%
Others4.0%
Construction Materials2.6%
Telecom1.9%
Non - Ferrous Metals1.5%
Diversified1.2%
Electricals1.0%
Crude Oil0.8%
Mining0.4%
Consumer Durables0.3%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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Trailing Returns
PeriodReturns
1 Day-0.64%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.86%
1% on or before 12M
Nil
₹250
₹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