Sundaram Financial Services Opportunities Fund Regular Growth

Equity
Sectoral
Very High Risk
19.04%
3Y annualised
-1.80% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Dec 2024₹94.21
Min. SIP amountNot Supported
Rating5
Fund size₹1,497.89Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.6%19.0%14.1%14.5%
Category average11.1%16.9%11.6%NA
Rank with in category2654NA
Understand terms

Holdings (27)

NameSectorInstrumentAssets
FinancialEquity13.67%
FinancialEquity13.32%
FinancialEquity8.90%
FinancialEquity5.30%
FinancialEquity5.12%
FinancialEquity3.71%
FinancialEquity3.64%
FinancialEquity3.51%
FinancialEquity3.49%
FinancialEquity3.37%
FinancialEquity3.25%
FinancialEquity3.11%
FinancialEquity2.98%
FinancialEquity2.82%
FinancialEquity2.77%
FinancialEquity2.58%
InsuranceEquity2.11%
ServicesEquity2.09%
FinancialEquity2.00%
FinancialEquity1.83%
FinancialEquity1.40%
FinancialEquity1.05%
Reserve Bank of India
FinancialT-Bills0.98%
FinancialEquity0.90%
FinancialEquity0.79%
FinancialEquity0.64%
FinancialEquity0.52%
See All

Expense ratio, exit load and tax

Expense ratio: 2.12%

Inclusive of GST

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
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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