Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹444 Cr
Lock In Period
N/A
Expense Ratio
1.88
Benchmark
BSE Oil & Gas
Exit Load
1% if redeemed within 12 months from date of allotment.
Summary
Latest details for Sundaram Select Thematic Energy Opportunities Growth include a ₹ NAV as of Apr 03,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Select Thematic Energy Opportunities Growth AUM is ₹444 Cr, with a lock-in of N/A years, expense ratio of 1.88%, and benchmark BSE Oil & Gas. Exit load is - 1% if redeemed within 12 months from date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.15% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.15 | 7.74 |
| 6M | 0.00 | 1.22 | 64.49 |
| 1Y | 0.00 | 3.92 | 137.57 |
| 3Y | 0.00 | 10.10 | 202.94 |
Portfolio Analysis
- Equity:
- Debt:
- Others
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Multi Cap Fund - Institutional Plan Growth | 0 | 10107.13 CR | 0.2 |
| This FundPGIM India Large and Midcap Fund Growth | 0 | 797.35 CR | 2.27 |
| This FundICICI Prudential Business Cycle Fund - Series 2 Growth | 0 | 145.54 CR | 2.61 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Multi Cap Fund - Institutional Plan Growth | ||
| This FundPGIM India Large and Midcap Fund Growth | -1.6028 | 0 |
| This FundICICI Prudential Business Cycle Fund - Series 2 Growth | 0 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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 : %
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.
Min Inv Amount: ₹500