Risk | High |
---|---|
Min SIP Amount | ₹100 |
Expense Ratio | 2.58% |
NAV | ₹20.84 (25 Jan 2021) |
---|---|
Fund Started | 10 Jun 2008 |
Fund Size | ₹288 Cr |
Name | Sector | Instrument | % Assets |
---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 22.8% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 16.5% |
ICICI Bank Ltd. | Financial | Equity | 14.6% |
Axis Bank Ltd. | Financial | Equity | 7.3% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 6.1% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 4.3% |
Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 4.3% |
Bajaj Finserv Ltd. | Financial | Equity | 3.1% |
State Bank of India | Financial | Equity | 2.9% |
LIC Housing Finance Ltd. | Financial | Equity | 2.2% |
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 ₹288 Cr and the Latest NAV as of 25 Jan 2021 is ₹20.84.
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.
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.