| Risk | High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.66% |
| NAV | ₹15.51 (07 Jul 2020) |
|---|---|
| Fund Started | 10 Jun 2008 |
| Fund Size | ₹181 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| 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.