Sundaram Financial Services Opportunities Fund Institutional IDCW

Equity
Sectoral
Very High Risk
Payout
18.84%
3Y annualised
-0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Oct 2024₹35.28
Min. SIP amountNot Supported
RatingNA
Fund size₹1,497.89Cr

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 returns26.7%18.8%19.8%13.3%
Category average21.1%13.8%15.2%NA
Rank with in categoryNANANANA
Understand terms

Holdings (28)

NameSectorInstrumentAssets
FinancialEquity13.78%
FinancialEquity9.24%
FinancialEquity8.13%
FinancialEquity5.00%
FinancialEquity4.79%
FinancialEquity4.44%
FinancialEquity4.19%
FinancialEquity3.92%
FinancialEquity3.79%
FinancialEquity3.73%
See All

Expense ratio, exit load and tax

Expense ratio: 1.21%

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

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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