Sundaram PSU Opportunities Fund

Sundaram PSU Opportunities Fund is managed by J Venkatesan and S Bharat. The investment objective would be to achieve long term capital appreciation by investing primarily in the equity and equity related instruments of public sector companies. 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 PSU Opportunities Fund invest your money?

Sundaram PSU Opportunities Fund is an equity mutual fund concentrating its allocation in public sector companies. Its equity allocation has multi cap bias, which means your money will be invested in stocks of large, mid and small sized companies. Large cap companies give stable returns but it is the mid and small cap companies that give bumper returns. Presently this fund has 62.47% allocation to large sized companies, 31.65% allocation to mid sized companies and close to 4.91% allocation to small sized companies. 

Suitable for what?
  • Creation of wealth
  • Lifestyle needs
Not suitable for what?
  • Child’s Education
  • Child’s Marriage
  • Planning for retirement
  • Home Purchase
How has Sundaram PSU Opportunities Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Jan 2010, your value of investments would be sadly around 93853. The performance has not been similar to other mutual funds in this category. The fund has been giving around -1.7% returns for those who have stayed invested since inception.

Assume you had invested Rs 10,000 every month in Sundaram PSU Opportunities Fund through SIP since inception today you would just have around Rs 3.63 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 No exit load applies for units withdrawn post one year.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 PSU Opportunities Fund is 2.83%. 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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