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Sundaram Mutual Fund

Sundaram Financial Services Opportunities Fund Direct-Growth

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,18,181
star
1,22,469
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
22,469
Profit (absolute return)
22.47%
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
9.87%
In the last 6 months
6.95%
In the last 1 year
3.13%
In the last 3 years
22.47%
In the last 5 years
50.64%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very 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 2022, 05:30 AM
513.03 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.
1.18%
Expense Ratio
Plan
Growth
3.58%
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 2022
Sort By
Financial
91.01%
466.91 Cr
Insurance
3.90%
20.03 Cr
Services
1.50%
7.71 Cr
Others
3.58%
18.37 Cr

Companies Holding in this Mutual Fund

as on 31 May 2022
Sort By
HDFC Bank Ltd.
18.60%
95.42 Cr
ICICI Bank Ltd.
18.55%
95.17 Cr
State Bank of India
9.26%
47.51 Cr
Axis Bank Ltd.
8.16%
41.86 Cr
Housing Development Finance Corpn. Ltd.
7.12%
36.53 Cr
Others
38.31%
196.54 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 Invalid date and is currently managed by its fund managers Rohit Seksaria and Ashish Aggarwal. It has an AUM of ₹513.03 Crores and the latest NAV decalared is ₹57.255 as on 04 Jul 2022 at 5:49 pm.
Sundaram Financial Services Opportunities Fund Direct-Growth scheme return performance in last 1 year is -3.13%, in last 3 years is 22.47% and 166.03% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:513.03 Cr
Category:Equity: Sectoral-Banking
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
39,497.94 Cr
AUM
100
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237