Sundaram Energy Opportunities Fund

Sundaram Energy Opportunities Fund is managed by S Krishnakumar. The scheme aims to generate capital appreciation by investing in shares of energy and energy related companies. Sector funds need to be chosen with caution. If you have already invested in this scheme, exit now to invest in a better performing fund. New investors can safely skip this fund.

Where does Sundaram Energy Opportunities Fund invest your money?

Sundaram Energy 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 Energy sector. About 52.31% of the fund’s money is allocated to stocks of large companies, 11.74% to stocks of small sized companies and 35.96% 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 Energy Opportunities Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Jan 2008, your value of investments would sadly be around Rs 70616. 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 Energy Opportunities Fund through SIP since inception today you would just have around Rs 6.01 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 No exit load applies for units withdrawn post one year.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 Energy Opportunities Fund is 2.59%. 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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