|Min SIP Amount||₹100|
|NAV||₹34.08 (24 Sep 2020)|
|Fund Started||10 Jun 2008|
|Fund Size||₹225 Cr|
|HDFC Bank Ltd.||Financial||Equity||23.1%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||15.2%|
|ICICI Bank Ltd.||Financial||Equity||13.8%|
|Axis Bank Ltd.||Financial||Equity||7.7%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||5.9%|
|Mahindra & Mahindra Financial Services Ltd.||Financial||Equity||4.3%|
|Cholamandalam Investment & Finance Co. Ltd.||Financial||Equity||3.3%|
|State Bank of India||Financial||Equity||2.9%|
|SBI Life Insurance Company Ltd.||Financial||Equity||2.8%|
|Bajaj Finserv Ltd.||Financial||Equity||2.7%|
Sundaram Financial Services Opportunities Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹225 Cr and the Latest NAV as of 24 Sep 2020 is ₹34.08.
The Sundaram Financial Services Opportunities Fund Regular Growth 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.
The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the 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.