SUSundaram MFGrowth

Sundaram - Select Thematic Funds - Entertainment Opportunities Fund - Growth

Media & EntertainmentEquity - Sectoral Fund - Media & EntertainmentBenchmark: NIFTY MEDIA
NAV · 22 Jul 2016₹21.10+0.14%
AUM₹32 Cr
Expense Ratio3.06%
CAGR
Exit Load1% on or before 12M
Min SIP
Launched2008

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%
Asset Allocation
Domestic Equity85.8%
Cash & Equivalents13.7%
Other0.5%
Fund Managers
SC
Shiv Chanani
Fund Manager
Key Information
3.06%
₹1,00,000
1% on or before 12M
Nil
Inception16 Jun 2008
AMCSundaram MF
Top Holdings
1Zee Entertainment Enterprises LtdMedia & Entertainment17.92%
2CBLO13.22%
3PVR LtdMedia & Entertainment4.76%
4INOX Leisure LtdMedia & Entertainment4.54%
5Dish TV India LtdMedia & Entertainment3.83%
6TV18 Broadcast LtdMedia & Entertainment3.54%
7Jagran Prakashan LtdMedia & Entertainment3.42%
8TV Today Network LtdMedia & Entertainment2.78%
9Trent LtdRetailing2.57%
10Sun TV Network LtdMedia & Entertainment2.29%
Sector Allocation
Media & Entertainment50.6%
Other13.2%
Hotels, Resorts And Other Recreational Activities6.3%
Retailing4.3%
Software1.9%
Construction1.6%
Latest News

No recent news found for Sundaram - Select Thematic Funds - Entertainment Opportunities Fund - Growth.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.14%
Risk Metrics

Risk metrics are not available for this fund.

Fees
3.06%
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