Mutual Fund Details
NAV
₹107.6569
as on 25 Oct 2024, 10:48 PM
₹-1.5425(1.41%)
Last Change
Scheme Ratings
1
Banking
5Y Returns
Banking
Rankings based on 5Y Returns | as on 26 Oct 2024
×
1
Sundaram Financial Services Opportunities Fund Direct-Growth
18.19%
2
Nippon India Banking & Financial Services Fund Direct-Growth
17.65%
3
Invesco India Financial Services Fund Direct-Growth
17.61%
4
SBI Banking & Financial Services Fund Direct-Growth
16.45%
5
Tata Banking and Financial Services Fund Direct-Growth
16.03%
Schemes Managed By
Investment Performance
would have given a return of
₹1,10,871
₹1,21,647
₹1,49,427
₹1,56,092
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹56,092
Profit (absolute return)
56.09%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
0.28%
In the last 6 months
6.26%
In the last 1 year
27.63%
In the last 3 years
56.09%
In the last 5 years
130.86%
In the last 10 years
319.02%
Absolute Returns
CAGR
Scheme Riskometer
low
low to moderate
moderate
moderately high
high
very high
Investors understand that their principal will be at very high risk
Scheme Information
Sundaram Financial Services Opportunities Fund Direct-Growth
as of 30 Sep 2024, 05:30 AM
₹1,497.89 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 0.5% if redeemed within 30 days
0.74%
Expense Ratio
Plan
Growth
Benchmark
NIFTY Financial Services Total Return Index
Exit Load
Exit load of 0.5% if redeemed within 30 days
Scheme Document
Sectors Holding in this Mutual Fund
as on 30 Sep 2024
Financial
89.56%
₹1,341.57 Cr
Services
3.25%
₹48.71 Cr
Insurance
2.28%
₹34.18 Cr
Others
4.90%
₹73.40 Cr
Companies Holding in this Mutual Fund
as on 30 Sep 2024
HDFC Bank Ltd.
17.24%
₹258.24 Cr
ICICI Bank Ltd.
11.11%
₹166.42 Cr
Axis Bank Ltd.
9.23%
₹138.26 Cr
State Bank of India
5.91%
₹88.53 Cr
Cholamandalam Financial Holdings Ltd.
4.62%
₹69.20 Cr
Others
51.89%
₹777.26 Cr
View All
View All
This fund's returns:
15.99%Return Duration
3 Years
Invesco India Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹100
Category Returns
7.82%
15.99%
3Y Returns
15.51
Nippon India Banking & Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹100
Category Returns
7.82%
15.99%
3Y Returns
15.15
Tata Banking and Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹100
Category Returns
7.82%
15.99%
3Y Returns
13.00
About Sundaram Financial Services Opportunities Fund Direct-Growth
Sundaram Financial Services Opportunities Fund Direct-Growth is a Equity mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Rohit Seksaria and Ashish Aggarwal. It has an AUM of ₹1,497.89 Crores and the latest NAV decalared is ₹107.657 as on 26 Oct 2024 at 9:14 pm.
Sundaram Financial Services Opportunities Fund Direct-Growth scheme return performance in last 1 year is 27.63%, in last 3 years is 56.09% and 400.22% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,497.89 Cr |
| Category: | Equity: Sectoral-Banking |
| Launch Date: | Invalid date |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹68,853.27 Cr
AUM
102
Schemes
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
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