Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Financial Services Opportunities Fund Regular Growth
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Fund Details
Sundaram Financial Services Opportunities Fund Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.72% |
| NAV | ₹52.04 (12 May 2021) |
|---|---|
| Fund Started | 10 Jun 2008 |
| Fund Size | ₹333 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
65.0%
9.3%
14.3%
9.6%
Category Average
48.7%
4.0%
11.5%
-
Rank Within Category
17
2
5
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 65.0% returns per annum
Comparison
Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.72%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 20.8% |
| ICICI Bank Ltd. | Financial | Equity | 14.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 12.3% |
| Axis Bank Ltd. | Financial | Equity | 9.7% |
| State Bank of India | Financial | Equity | 5.4% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 4.5% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 3.9% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.8% |
| CSB Bank Ltd. | Financial | Equity | 3.2% |
| Sundaram Money Direct | Financial | Mutual Fund | 3.0% |
See All
Fund Managers
S Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
Dwijendra 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
Ratish Varier
Education
Mr. Varier is a B.Com. & MBA (Finance)
Experience
Prior to joining Sundaram Asset Management Company, he has worked with Mahindra Asset Management, Reliance Life Insurance Company Limited.
Funds Managed
Rahul 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 ₹333 Cr and the Latest NAV as of 12 May 2021 is ₹52.04.
The Sundaram Financial Services Opportunities Fund Regular Growth is rated Very 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
E-mail
ravis@sundarammutual.comWebsite
NASundaram 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,
Website
www.karvymfs.comSimilar Funds
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