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Sundaram Financial Services Opportunities Fund Institutional Dividend+0.13%

5.13%
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 Ratio1.54%
NAV₹22.82 (25 Jan 2021)
Fund Started10 Jun 2008
Fund Size288 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.1%
7.1%
16.6%
-7.7%
Category Average
-2.9%
0.9%
12.6%
-
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 5.1% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity22.8%
Housing Development Finance Corpn. Ltd.FinancialEquity16.5%
ICICI Bank Ltd.FinancialEquity14.6%
Axis Bank Ltd.FinancialEquity7.3%
Kotak Mahindra Bank Ltd.FinancialEquity6.1%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity4.3%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity4.3%
Bajaj Finserv Ltd.FinancialEquity3.1%
State Bank of IndiaFinancialEquity2.9%
LIC Housing Finance Ltd.FinancialEquity2.2%
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 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 ₹288 Cr and the Latest NAV as of 25 Jan 2021 is ₹22.82.

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

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
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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