|Min SIP Amount||₹100|
|NAV||₹15.51 (07 Jul 2020)|
|Fund Started||10 Jun 2008|
|Fund Size||₹181 Cr|
|HDFC Bank Ltd.||Financial||Equity||24.4%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||16.5%|
|ICICI Bank Ltd.||Financial||Equity||14.4%|
|Axis Bank Ltd.||Financial||Equity||6.9%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||6.4%|
|SBI Life Insurance Company Ltd.||Financial||Equity||3.2%|
|Mahindra & Mahindra Financial Services Ltd.||Financial||Equity||2.8%|
|Cholamandalam Investment & Finance Co. Ltd.||Financial||Equity||2.5%|
|Bajaj Finserv Ltd.||Financial||Equity||2.4%|
|LIC Housing Finance Ltd.||Financial||Equity||2.3%|
Sundaram Financial Services Opportunities Fund Regular 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 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹181 Cr and the Latest NAV as of 07 Jul 2020 is ₹15.51.
The Sundaram Financial Services Opportunities Fund Regular Dividend is rated High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Seek capital appreciation by investing predominantly in equity and equity related securities of Indian Companies engaged in 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.