Sundaram Financial Services Opportunities Fund Regular Growth-2.85%

3
-23.81%
1 Year Return
Equity
Sectoral/Thematic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Financial Services Opportunities Fund Regular Growth

RiskHigh
Min SIP Amount₹100
Expense Ratio2.69%
NAV34.08 (24 Sep 2020)
Fund Started10 Jun 2008
Fund Size225 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Financial Services Opportunities Fund Regular Growth
-23.8%
-3.6%
4.6%
10.5%
Category Average
-13.6%
-4.6%
3.7%
-
Rank within category
5
5
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -23.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity23.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity15.2%
    ICICI Bank Ltd.FinancialEquity13.8%
    Axis Bank Ltd.FinancialEquity7.7%
    Kotak Mahindra Bank Ltd.FinancialEquity5.9%
    Mahindra & Mahindra Financial Services Ltd.FinancialEquity4.3%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.3%
    State Bank of IndiaFinancialEquity2.9%
    SBI Life Insurance Company Ltd.FinancialEquity2.8%
    Bajaj Finserv Ltd.FinancialEquity2.7%
    See All

    Fund Managers

    addS Krishnakumar
    Education
    Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
    Experience
    Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
    Funds Managed
    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed
    addRatish Varier
    Education
    Experience
    Funds Managed
    addRahul Baijal
    Education
    Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
    Experience
    Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
    Funds Managed

    Sundaram Financial Services Opportunities Fund Regular Growth Details

    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.

    Investment Objective

    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.

    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

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    26 Feb 1996
    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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