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Sundaram Mutual Fund

Sundaram Financial Services Opportunities Fund Direct-Growth

Investment Performance
would have given a returns of
110,871
star
121,647
star
124,488
star
132,209
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
32,209
Profit (absolute return)
32.21%
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
5.48%
In the last 6 months
5.02%
In the last 1 year
7.38%
In the last 3 years
32.21%
In the last 5 years
69.92%
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 17 Sep 2019 09:10 PM
180.03 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 12 months
2.14%
Expense Ratio
Plan
Growth
4.71%
Cash Holding
Benchmark
NIFTY Financial Services Total Return Index
Scheme Document
Benchmark
NIFTY Financial Services Total Return Index
Exit Load
Exit load of 1% if redeemed within 12 months
Scheme Document
Sectors Holding in this Mutual Fund
as on 31 Aug 2019
Sort By
Financial
95.29%
171.55 Cr
Cash Holding
4.71%
8.48 Cr
Sectors Holding in this Mutual Fund
as on 31 Aug 2019
Sort By
Financial
95.29%
171.55 Cr
Cash Holding
4.71%
8.48 Cr
Companies Holding in this Mutual Fund
as on 31 Aug 2019
Sort By
HDFC Bank Ltd.
23.84%
42.92 Cr
ICICI Bank Ltd.
15.93%
28.68 Cr
Housing Development Finance Corpn. Ltd.
13.36%
24.05 Cr
Kotak Mahindra Bank Ltd.
9.60%
17.28 Cr
Axis Bank Ltd.
7.48%
13.47 Cr
State Bank of India
5.90%
10.62 Cr
Others
4.71%
8.48 Cr
Bajaj Finance Ltd.
4.68%
8.43 Cr
Bajaj Finserv Ltd.
2.65%
4.77 Cr
SBI Life Insurance Company Ltd.
2.19%
3.94 Cr
View All
View All
Companies Holding in this Mutual Fund
as on 31 Aug 2019
Sort By
HDFC Bank Ltd.
23.84%
42.92 Cr
ICICI Bank Ltd.
15.93%
28.68 Cr
Housing Development Finance Corpn. Ltd.
13.36%
24.05 Cr
Kotak Mahindra Bank Ltd.
9.60%
17.28 Cr
Axis Bank Ltd.
7.48%
13.47 Cr
State Bank of India
5.90%
10.62 Cr
Others
4.71%
8.48 Cr
Bajaj Finance Ltd.
4.68%
8.43 Cr
Bajaj Finserv Ltd.
2.65%
4.77 Cr
SBI Life Insurance Company Ltd.
2.19%
3.94 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 ₹180.03 Crores and the latest NAV decalared is ₹42.134 as on 17 Sep 2019 at 9:10 pm.
Sundaram Financial Services Opportunities Fund Direct-Growth scheme return performance in last 1 year is 7.38%, in last 3 years is 32.21% and 95.77% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.
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.
Scheme Details
AUM:180.03 Cr
Category:Equity: Sectoral-Banking
Launch Date:01 Jan 2013
Fund Type:Open-End
AMC Information
Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
30,544.22 Cr
AUM
94
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237