Sundaram Entertainment Opportunities Fund

Sundaram Entertainment Opportunities Fund is managed by J Venkatesan. The objective 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. 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 Entertainment Opportunities Fund invest your money?

Sundaram Entertainment 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 Entertainment sector. About 10.25% of the fund’s money is allocated to stocks of large companies, 30.04% to stocks of mid sized companies and 59.66% to those of small 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 quickly
  • Short term needs
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has Sundaram Entertainment Opportunities Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in June 2008, your value of investments would be around Rs 1.35 lakhs. The performance has not been better than or similar to other large cap mutual funds. 

Assume you had invested Rs 10,000 every month in Sundaram Entertainment Opportunities Fund through SIP since inception today you would just have around Rs 4.99 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 No exit load applies for units withdrawn post one year.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 Entertainment Opportunities Fund is 2.98%. 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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