Sundaram Select Thematic Energy Opportunities Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram Select Thematic Energy Opportunities Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹444 Cr

Lock In Period

N/A

Expense Ratio

1.88

Exit Load

1% if redeemed within 12 months from date of allotment.

Benchmark

BSE Oil & Gas

Sundaram Select Thematic Energy Opportunities Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.577.74
6M0.001.9964.49
1Y0.004.19137.57
3Y0.0012.50202.94

Portfolio Analysis

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About Fund Sundaram Select Thematic Energy Opportunities Growth

Sundaram Select Thematic Energy Opportunities Growth managed by Sundaram Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹444 Crore. The fund benchmarks its performance against the BSE Oil & Gas while maintaining an expense ratio of 1.88. Under the expert guidance of S Krishnakumar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

S Krishnakumar

Mr. Krishnakumar holds BE, PGDBA (Financial & Portfolio Management) He has worked for 20 years of which the latest eleven years relate to the equity markets. Before joining Sundaram BNP Paribas AMC, he was Vice President (Research) at Anush Shares & Securities.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Sundaram Select Thematic Energy Opportunities Growth FAQs

Sundaram Select Thematic Energy Opportunities Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Select Thematic Energy Opportunities Growth is 1.88. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Select Thematic Energy Opportunities Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Sundaram Select Thematic Energy Opportunities Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Sundaram Select Thematic Energy Opportunities Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Select Thematic Energy Opportunities Growth is ₹444 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Select Thematic Energy Opportunities Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.