Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Financial Services Opportunities Fund Regular IDCW

Sundaram Financial Services Opportunities Fund Regular IDCW

Equity
Sectoral / Thematic
Very High Risk
79.77%
1Y return
+0.19% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹23.67
Min. SIP amountNA
Rating4star
Fund size₹429.80 Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns79.8%19.7%13.5%14.6%
Category average56.1%9.1%12.0%NA
Rank with in category1619NA
Understand termsinfo

Holdings (26)

NameSectorInstrumentAssets
FinancialEquity21.8%
FinancialEquity14.8%
FinancialEquity10.5%
FinancialEquity8.5%
State Bank of India
FinancialEquity7.8%
FinancialEquity7.1%
FinancialEquity3.6%
FinancialEquity2.6%
FinancialEquity2.5%
FinancialEquity1.8%
See All

Pros and cons

info
Category: Equity Sectoral / Thematic
thumb_up_alt

Pros

Age is more than 10 years
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
thumb_down_alt

Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.58%

Expense ratio, exit load and tax

Expense ratio: 2.58%

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 termsinfo
Check past data

Minimum investment amounts

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

Fund management

S Krishnakumar
Dec 2017 - Present
View details
keyboard_arrow_down
Dwijendra Srivastava
Jul 2020 - Present
View details
keyboard_arrow_down
Ratish Varier
Jul 2020 - Present
View details
keyboard_arrow_down
Rahul Baijal
Apr 2019 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Sundaram Financial Services Opportunities Fund Regular IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle