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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 · Growth

Sundaram - Select Thematic Funds - Energy Opportunities - Growth - Direct Plan

Energy & PowerEquity - Sectoral Fund - Energy & PowerBenchmark: BSE OIL & GAS Index
NAV · 11 Apr 2014₹7.36-0.71%
AUM₹444 Crfrom this fund's primary plan
Expense Ratio2.28%
CAGR—
Exit Load1% on or before 12M, Nil after 12M
Min SIP—
Launched2013

Investment Objective

To achieve capital appreciation by investing predominantly in equities and equity-related instruments.Income Generation would be the secondary consideration.

Fund Mandate

Equity & Equity Related Instruments in the targeted sector/theme65%–100%
Equity & Equity Related Instruments other than the targeted sector/theme0%–35%
MMI0%–15%
Asset Allocation
Domestic Equity94.4%
Cash & Equivalents5.6%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
2.28%
—
₹5,000
1% on or before 12M, Nil after 12M
Nil
Inception02 Jan 2013
AMCSundaram MF
Top Holdings
1Bharat Petroleum Corporation Ltd.Crude Oil8.71%
2Indraprastha Gas Ltd.Gas Transmission7.35%
3Reliance Industries Ltd.Crude Oil7.13%
4Larsen & Toubro Ltd.Infrastructure5.73%
5ICICI Bank Ltd.Bank5.63%
6Oil & Natural Gas Corporation Ltd.Crude Oil5.50%
7Cash & Other Net Current AssetsOthers3.96%
8CESC Ltd.Power3.90%
9Housing Development Finance Corporation Ltd. - (Amalgamated)Finance3.01%
10Cairn India Ltd. (Amalgamated)Crude Oil3.00%
Sector Allocation
Crude Oil28.1%
Bank13.4%
Gas Transmission9.0%
Infrastructure7.7%
Finance7.4%
IT6.0%
Others5.6%
Power5.4%
Capital Goods4.7%
Automobile & Ancillaries4.1%
Telecom1.9%
Non - Ferrous Metals1.5%
Construction Materials1.4%
Diversified1.3%
Iron & Steel1.3%
FMCG0.8%
Mining0.4%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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Trailing Returns
PeriodReturns
1 Day-0.71%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.28%
1% on or before 12M, Nil after 12M
Nil
—
₹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