Sundaram Financial Services Opportunities Fund Direct Growth-0.50%

2Groww
28.16%
1 Year Return
Equity
Sectoral/Thematic
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Financial Services Opportunities Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.06%
NAV48.79 (22 Nov 2019)
Fund Started02 Jan 2013
Fund Size204 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Financial Services Opportunities Fund Direct Growth
28.2%
16.4%
11.6%
12.6%
Category Average
5.9%
9.2%
8.6%
-
Rank within category
2
7
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 28.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Higher expense ratio
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity23.2%
    ICICI Bank Ltd.FinancialEquity15.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity13.8%
    Kotak Mahindra Bank Ltd.FinancialEquity9.3%
    Axis Bank Ltd.FinancialEquity7.3%
    Bajaj Finance Ltd.FinancialEquity4.4%
    State Bank of IndiaFinancialEquity4.2%
    Mutual Fund3.9%
    ICICI Lombard General Insurance Comapny Ltd.FinancialEquity3.0%
    Bajaj Finserv Ltd.FinancialEquity2.7%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addRahul Baijal
    Education
    Mr. Baijal is B.E. Electronics & Communication and MBA.
    Experience
    Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).
    Funds Managed

    Other Details

    Sundaram Financial Services Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. S Krishnakumar is the Current Fund Manager of Sundaram Financial Services Opportunities Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹204 Cr and the Latest NAV as of 22 Nov 2019 is ₹48.79.

    The Sundaram Financial Services Opportunities Fund Direct Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 12 months.

    Investment Objective

    Seek capital appreciation by investing predominantly in equity and equity related securities of Indian Companies engaged in banking and financial Services.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹100
    Min for First Investment
    ₹5000
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months
    Exit Load

    Compare Funds

    Sundaram Financial Services Opportunities Fund Direct Growth
    VS
    search

    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd