|Min SIP Amount||Not Supported|
|NAV||₹25.29 (23 Jun 2021)|
|Fund Started||10 Jun 2008|
|Fund Size||₹368 Cr|
|HDFC Bank Ltd.||Financial||Equity||19.8%|
|ICICI Bank Ltd.||Financial||Equity||15.9%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||11.2%|
|Axis Bank Ltd.||Financial||Equity||9.5%|
|State Bank of India||Financial||Equity||8.5%|
|CSB Bank Ltd.||Financial||Equity||4.3%|
|Bajaj Finserv Ltd.||Financial||Equity||3.2%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||3.0%|
|Indusind Bank Ltd.||Financial||Equity||3.0%|
|AU Small Finance Bank Ltd.||Financial||Equity||2.6%|
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.
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.
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.