Open menu
Paytm Money logo
search-placeholder
search
Mutual Fund Details
search-placeholder
search
Sundaram Mutual Fund

Sundaram Financial Services Opportunities Fund Direct-Growth

NAV
returns change indicator
64.9873
as on 17 Sep 2021, 10:00 PM
0.0769(0.12%)
Last Change
loaderloader

Scheme Ratings

4
starstarstarstarstar
rated by Value Research
4
starstarstarstarstar
rated by Morningstar

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,56,567
star
1,61,171
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
61,171
Profit (absolute return)
61.17%
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
10.32%
In the last 6 months
14.25%
In the last 1 year
67.38%
In the last 3 years
61.17%
In the last 5 years
97.07%
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 very high risk

Scheme Information

Sundaram Financial Services Opportunities Fund Direct-Growth
Sundaram Financial Services Opportunities Fund Direct-Growth
as of 31 Aug 2021, 05:30 AM
429.80 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
3.86%
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 Aug 2021
Sort By
Financial
93.73%
402.84 Cr
Cash Holding
3.86%
16.59 Cr
Insurance
2.41%
10.37 Cr

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
HDFC Bank Ltd.
19.54%
83.98 Cr
ICICI Bank Ltd.
15.38%
66.10 Cr
Housing Development Finance Corpn. Ltd.
10.02%
43.07 Cr
State Bank of India
8.58%
36.88 Cr
Axis Bank Ltd.
8.41%
36.15 Cr
Bajaj Finserv Ltd.
6.47%
27.81 Cr
CSB Bank Ltd.
4.60%
19.77 Cr
Others
4.09%
17.58 Cr
Kotak Mahindra Bank Ltd.
2.61%
11.22 Cr
Indusind Bank Ltd.
2.46%
10.57 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, Ratish Varier and Dwijendra Srivastava. It has an AUM of ₹429.80 Crores and the latest NAV decalared is ₹64.987 as on 18 Sep 2021 at 2:19 pm.
Sundaram Financial Services Opportunities Fund Direct-Growth scheme return performance in last 1 year is 67.38%, in last 3 years is 61.17% and 201.96% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:429.80 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
33,732.34 Cr
AUM
91
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237