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Sundaram Financial Services Opportunities Fund Institutional IDCW-0.48%

54.84%
1 Year Return
Equity
Sectoral / Thematic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Financial Services Opportunities Fund Institutional IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.21%
NAV₹25.29 (23 Jun 2021)
Fund Started10 Jun 2008
Fund Size368 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
54.8%
12.6%
15.0%
-7.7%
Category Average
48.7%
4.0%
11.5%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 54.8% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity19.8%
ICICI Bank Ltd.FinancialEquity15.9%
Housing Development Finance Corpn. Ltd.FinancialEquity11.2%
Axis Bank Ltd.FinancialEquity9.5%
State Bank of IndiaFinancialEquity8.5%
CSB Bank Ltd.FinancialEquity4.3%
Bajaj Finserv Ltd.FinancialEquity3.2%
Kotak Mahindra Bank Ltd.FinancialEquity3.0%
Indusind Bank Ltd.FinancialEquity3.0%
AU Small Finance Bank Ltd.FinancialEquity2.6%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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Ratish Varier
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Rahul Baijal
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Sundaram Financial Services Opportunities Fund Institutional IDCW Details

Sundaram Financial Services Opportunities Fund Institutional IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 10 Jun 2008. S Krishnakumar is the Current Fund Manager of Sundaram Financial Services Opportunities Fund Institutional IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹368 Cr and the Latest NAV as of 23 Jun 2021 is ₹25.29.

The Sundaram Financial Services Opportunities Fund Institutional IDCW is rated Very High risk. Minimum SIP Investment is set to 500. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Investment 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.

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)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
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,
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