SUSundaram MFDirect · IDCW

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

Media & EntertainmentEquity - Sectoral Fund - Media & EntertainmentBenchmark: NIFTY MEDIA
NAV · 22 Jul 2016₹15.65+0.14%
AUM₹32 Crfrom this fund's primary plan
Expense Ratio2.91%
CAGR
Exit Load1% on or before 12M
Min SIP
Launched2013

Investment Objective

The objective of the Scheme would be to achieve long term capital appreciation by investing primarily in the equity and equity related instruments of companies that focus on opportunities in the entertainment business.

Fund Mandate

Equity & Equity Related Instruments other than the targeted sector/theme (including investment in derivatives)0%–35%
Equity and equity-related instruments (including investment in derivatives)65%–100%
Fixed Income & MMI0%–15%
Fund Managers
SC
Shiv Chanani
Fund Manager
Key Information
2.91%
₹1,00,000
1% on or before 12M
Nil
Inception08 Jan 2013
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

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

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.14%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.91%
1% on or before 12M
Nil
₹1,00,000
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