Sundaram Financial Services Opportunities Fund Direct Growth

Equity
Sectoral
Very High Risk
20.19%
3Y annualised
-1.31% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Sep 2024₹110.74
Min. SIP amount₹100
Rating5
Fund size₹1,409.46Cr

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
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.4%20.2%21.1%15.0%
Category average23.3%15.0%15.7%NA
Rank with in category711NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
FinancialEquity15.68%
FinancialEquity15.62%
FinancialEquity9.27%
FinancialEquity6.32%
FinancialEquity5.94%
FinancialEquity4.15%
FinancialEquity3.76%
FinancialEquity3.71%
FinancialEquity3.70%
FinancialEquity3.41%
See All

Expense ratio, exit load and tax

Expense ratio: 0.76%

Inclusive of GST

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
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,

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