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 ₹235 Cr and the Latest NAV as of 03 Apr 2020 is ₹28.78.
The Sundaram Financial Services Opportunities Fund Regular Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days..
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
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load