indianmutual funds

If you are not averse to equity investing, and
If you are not averse to sectorial fund investing,
here is a new fund offer from Sundaram Mutual fund.
" Capex opportunities fund".
The fund proposes to invest in companies associated with capital goods sector. This means that the fund will invest in companies which supply capital goods and other similar items. What attracted me towards this fund?

There is ripple in the loud thinking industry that India is poised for outsourcing in manufacturing sector. With the lower wages, available in india, this ripple may turn into a tide. The outsourcing BPO segment is being transformed into knowledge based industry, If this trend persists, will the manufacturing sector will be far behind?
more about this fund in my next post.