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Sundaram Financial Services Opportunities Fund Regular Growth

Equity
Sectoral / Thematic
Very High Risk
57.69%
1Y return
-0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹56.37
Min. SIP Amount₹100
Rating4star
Fund Size₹373.17 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns57.7%11.8%12.6%14.1%
Category average56.1%9.1%12.0%NA
Rank with in category1419NA
Understand termsinfo

Holdings (25)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity20.3%
ICICI Bank Ltd.FinancialEquity15.0%
Housing Development Finance Corpn. Ltd.FinancialEquity10.7%
Axis Bank Ltd.FinancialEquity9.4%
State Bank of India
FinancialEquity8.8%
CSB Bank Ltd.FinancialEquity4.8%
Bajaj Finserv Ltd.FinancialEquity3.2%
Indusind Bank Ltd.FinancialEquity3.0%
Kotak Mahindra Bank Ltd.FinancialEquity2.8%
Home First Finance Company India Ltd.FinancialEquity2.4%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

  • Age is more than 10 years
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.58%
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.58%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

S Krishnakumar
Dec 2017 - Present
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Dwijendra Srivastava
Jul 2020 - Present
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Ratish Varier
Jul 2020 - Present
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Rahul Baijal
Apr 2019 - Present
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Fund house & investment objective

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Fund house contact details

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