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Sundaram Financial Services Opportunities Fund Regular IDCW

Equity
Sectoral / Thematic
Very High Risk
Payout
8.87%
3Y annualised
+1.25% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 May 2022₹20.29
Min. SIP amountNA
Rating4
Fund size₹493.51Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.6%8.9%7.1%12.6%
Category average56.1%9.1%12.0%NA
Rank with in category1619NA
Understand terms

Holdings (19)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity17.5%
HDFC Bank Ltd.FinancialEquity16.0%
Housing Development Finance Corpn. Ltd.FinancialEquity13.5%
State Bank of IndiaFinancialEquity9.6%
Axis Bank Ltd.FinancialEquity9.6%
Bajaj Finance Ltd.FinancialEquity4.0%
Bajaj Finserv Ltd.FinancialEquity3.6%
Home First Finance Company India Ltd.FinancialEquity3.1%
Kotak Mahindra Bank Ltd.FinancialEquity2.5%
CSB Bank Ltd.FinancialEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 2.62%

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

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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

Ashish Aggarwal
Jan 2022 - Present
View details

Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
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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FAQs

How to Invest in Sundaram Financial Services Opportunities Fund Regular IDCW?

You can easily invest in Sundaram Financial Services Opportunities Fund Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Financial Services Opportunities Fund Regular IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Financial Services Opportunities Fund Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Financial Services Opportunities Fund Regular IDCW provide?

The Sundaram Financial Services Opportunities Fund Regular IDCW has been there from 10 Jun 2008 and the average annual returns provided by this fund is 1.61% since its inception.

How much expense ratio is charged by Sundaram Financial Services Opportunities Fund Regular IDCW?

The term Expense Ratio used for Sundaram Financial Services Opportunities Fund Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Financial Services Opportunities Fund Regular IDCW is 2.62% as of 17 May 2022...

What is the AUM of Sundaram Financial Services Opportunities Fund Regular IDCW?

The AUM, short for Assets Under Management of Sundaram Financial Services Opportunities Fund Regular IDCW is ₹493.51Cr as of 17 May 2022.

How to Redeem Sundaram Financial Services Opportunities Fund Regular IDCW?

If you want to sell your Sundaram Financial Services Opportunities Fund Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Financial Services Opportunities Fund Regular IDCW?

You can select either SIP or Lumpsum investment of Sundaram Financial Services Opportunities Fund Regular IDCW based on your investment objective and risk tolerance.

What is the NAV of Sundaram Financial Services Opportunities Fund Regular IDCW?

The NAV of Sundaram Financial Services Opportunities Fund Regular IDCW is ₹20.29 as of 16 May 2022.

What is the PE and PB ratio of Sundaram Financial Services Opportunities Fund Regular IDCW?

The PE ratio ratio of Sundaram Financial Services Opportunities Fund Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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