Mutual Fund Details
NAV
₹86.1700
as on 29 Sep 2023, 11:25 PM
₹0.5559(0.65%)
Last Change
Scheme Ratings
1
Banking
5Y Returns
5
rated by Value Research
Banking
Rankings based on 5Y Returns | as on 30 Sep 2023
×
1
Sundaram Financial Services Opportunities Fund Direct-Growth
18.24%
2
Tata Banking and Financial Services Fund Direct-Growth
17.20%
3
Invesco India Financial Services Fund Direct-Growth
14.98%
4
Taurus Banking & Financial Services Fund Direct-Growth
14.93%
5
SBI Banking & Financial Services Fund Direct-Growth
14.84%
Schemes Managed By
Investment Performance
would have given a return of
₹1,10,871
₹1,21,647
₹2,18,459
₹2,28,293
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹1,28,293
Profit (absolute return)
128.29%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
7.20%
In the last 6 months
23.58%
In the last 1 year
31.55%
In the last 3 years
128.29%
In the last 5 years
133.31%
In the last 10 years
463.34%
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 31 Aug 2023, 05:30 AM
₹831.03 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.
0.90%
Expense Ratio
Plan
Growth
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 Aug 2023
Financial
89.84%
₹746.58 Cr
Cash Holding
4.86%
₹40.43 Cr
Insurance
3.43%
₹28.54 Cr
Services
1.86%
₹15.48 Cr
Companies Holding in this Mutual Fund
as on 31 Aug 2023
HDFC Bank Ltd.
20.23%
₹168.12 Cr
ICICI Bank Ltd.
15.02%
₹124.82 Cr
State Bank of India
7.31%
₹60.75 Cr
Axis Bank Ltd.
7.14%
₹59.34 Cr
Others
50.30%
₹418.01 Cr
View All
View All
This fund's returns:
31.71%Return Duration
3 Years
Nippon India Banking & Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹100
Category Returns
24.23%
35.65%
3Y Returns
35.65
Aditya Birla Sun Life Banking & Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹1000
Category Returns
23.47%
34.84%
3Y Returns
30.76
Motilal Oswal Nifty Bank Index Fund Direct - Growth
EquityBanking
Min. Investment
₹500
Category Returns
24.23%
35.65%
3Y Returns
28.65
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 ₹831.03 Crores and the latest NAV decalared is ₹86.170 as on 30 Sep 2023 at 8:26 am.
Sundaram Financial Services Opportunities Fund Direct-Growth scheme return performance in last 1 year is 31.55%, in last 3 years is 128.29% and 300.38% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹831.03 Cr |
| Category: | Equity: Sectoral-Banking |
| Launch Date: | Invalid date |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹49,560.45 Cr
AUM
103
Schemes
Address
Sundaram Towers No. 46,,1st& 2nd Floor,Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
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