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Sundaram Mutual Fund

Sundaram Financial Services Opportunities Fund Direct - Growth

NAV
returns change indicator
39.6641
as on 09 Jul 2020, 09:00 PM
0.6598(1.69%)
Last Change
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Scheme Ratings

4
starstarstarstarstar
rated by Morningstar
3
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
14th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
100,719
star
103,460
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
3,460
Profit (absolute return)
3.46%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
16.02%
In the last 6 months
21.80%
In the last 1 year
13.03%
In the last 3 years
3.46%
In the last 5 years
35.01%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at high risk

Scheme Information

Sundaram Financial Services Opportunities Fund Direct - Growth
Sundaram Financial Services Opportunities Fund Direct - Growth
as of 31 May 2020, 05:30 AM
181.01 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
1.66%
Expense Ratio
Plan
Growth
4.35%
Cash Holding
Benchmark
NIFTY Financial Services Total Return Index
Scheme Document
Benchmark
NIFTY Financial Services Total Return Index
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 May 2020
Sort By
Financial
95.65%
173.14 Cr
Cash Holding
4.35%
7.88 Cr

Companies Holding in this Mutual Fund

as on 31 May 2020
Sort By
HDFC Bank Ltd.
24.44%
44.24 Cr
Housing Development Finance Corpn. Ltd.
16.52%
29.90 Cr
ICICI Bank Ltd.
14.44%
26.14 Cr
Axis Bank Ltd.
6.88%
12.45 Cr
Kotak Mahindra Bank Ltd.
6.37%
11.53 Cr
Others
4.35%
7.87 Cr
SBI Life Insurance Company Ltd.
3.22%
5.83 Cr
Mahindra & Mahindra Financial Services Ltd.
2.76%
5.00 Cr
Cholamandalam Investment & Finance Co. Ltd.
2.47%
4.47 Cr
Bajaj Finserv Ltd.
2.42%
4.38 Cr
View All
View All

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 01 Jan 2013 and is currently managed by its fund managers Rahul Baijal and S Krishnakumar. It has an AUM of ₹181.01 Crores and the latest NAV decalared is ₹39.664 as on 10 Jul 2020 at 9:21 pm.
Sundaram Financial Services Opportunities Fund Direct - Growth scheme return performance in last 1 year is -13.03%, in last 3 years is 3.46% and 84.30% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:181.01 Cr
Category:Equity: Sectoral-Banking
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
26,310.07 Cr
AUM
98
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237