Sundaram Capex Opportunities Fund

Sundaram Capex Opportunities Fund is managed by a ‘celebrated’ manager Srividhya Rajesh. The scheme aims to generate consistent long-term returns by investing predominantly in equity or equity related instruments of companies in the capital goods sector. Sector funds need to be chosen with caution.

Where does Sundaram Capex Opportunities Fund invest your money?

Sundaram Capex Opportunities Fund is a multi cap, equity oriented, sector fund which means most of your money would be invested in large, medium and small sized companies in Capital goods sector. About 12.84% of the fund’s money is allocated to stocks of large companies, 49.71% to stocks of small sized companies and 36.34% to those of mid cap companies. Large cap stocks bring stable returns but it is the mid cap stocks that bring in bumper returns.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has Sundaram Capex Opportunities Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Aug 2005, your value of investments would be around Rs 1.54 lakhs. If you had invested Rs 1 lakh for 5 years, your value of investments would sadly be around Rs 64253. The performance has not been better or similar to other large cap mutual funds. 

Assume you had invested Rs 10,000 every month in Sundaram Capex Opportunities Fund through SIP for the past 5 years today you would just have around Rs 5.04 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Sundaram Capex Opportunities Fund is 2.81%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.   

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

 

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