Sundaram Financial Services Opportunities Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 10 Jun 2008. S Krishnakumar is the Current Fund Manager of Sundaram Financial Services Opportunities Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹180 Cr and the Latest NAV as of 23 Aug 2019 is ₹40.1.
The Sundaram Financial Services Opportunities Fund Regular Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. Exit load of 1% if redeemed within 12 months.
Investment Objective
Seek capital appreciation by investing predominantly in equity and equity related securities of Indian Companies engaged in banking and financial Services.
Tax Implications
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.
Scheme Information Document(SID)
₹100
Min for First Investment
₹5000
Min for Second Investment
Exit load of 1% if redeemed within 12 months
Exit Load