Sundaram Financial Services Opportunities Fund Direct IDCW

Equity
Sectoral / Thematic
Very High Risk
Payout
11.34%
3Y annualised
-0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Sep 2022₹25.18
Min. SIP amount₹100
Rating4
Fund size₹589.77Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.1%11.3%10.7%11.9%
Category average-0.5%7.7%7.2%NA
Rank with in category412NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity19.8%
HDFC Bank Ltd.FinancialEquity19.0%
State Bank of IndiaFinancialEquity9.6%
Axis Bank Ltd.FinancialEquity8.0%
Housing Development Finance Corpn. Ltd.FinancialEquity5.8%
Bank Of BarodaFinancialEquity3.2%
Bajaj Finserv Ltd.
FinancialEquity2.4%
Cholamandalam Investment & Finance Company Ltd.FinancialEquity2.4%
Canara BankFinancialEquity2.1%
Shriram City Union Finance Ltd.FinancialEquity2.1%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Consistently top ranked fund
1Y annualised returns lower than category average by 0.87%
Higher alpha: 2.37 The fund has generated returns higher than benchmark - NIFTY Financial Services Total Return Index - in the last 3Y
Lower expense ratio: 1.14%
3Y and 5Y annualised returns higher than category average

Expense ratio, exit load and tax

Expense ratio: 1.14%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Rohit Seksaria
Jan 2022 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Ashish Aggarwal
Jan 2022 - Present
View details

Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

Sundaram Financial Services Opportunities Fund Direct IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.3.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI