Sundaram Financial Services Opportunities Fund Institutional Dividend-0.67%

3
-14.38%
1 Year Return
Equity
Sectoral/Thematic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Financial Services Opportunities Fund Institutional Dividend

RiskHigh
Min SIP AmountNot Supported
Expense Ratio2.24%
NAV16.75 (08 Jul 2020)
Fund Started10 Jun 2008
Fund Size181 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Financial Services Opportunities Fund Institutional Dividend
-14.4%
0.6%
5.9%
7.7%
Category Average
-32.6%
-7.7%
1.0%
-
Rank within category
NA
NA
NA
-
*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 -14.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity24.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity16.5%
    ICICI Bank Ltd.FinancialEquity14.4%
    Axis Bank Ltd.FinancialEquity6.9%
    Kotak Mahindra Bank Ltd.FinancialEquity6.4%
    SBI Life Insurance Company Ltd.FinancialEquity3.2%
    Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.8%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.5%
    Bajaj Finserv Ltd.FinancialEquity2.4%
    LIC Housing Finance Ltd.FinancialEquity2.3%
    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

    Sundaram Financial Services Opportunities Fund Institutional Dividend Details

    Sundaram Financial Services Opportunities Fund Institutional Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹181 Cr and the Latest NAV as of 08 Jul 2020 is ₹16.75.

    The Sundaram Financial Services Opportunities Fund Institutional Dividend is rated 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

    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)

    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
    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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