Sundaram Financial Services Opportunities Fund - Regular - Growth+1.7%

-4.0%
1 Year Return
Equity
Sectoral/Thematic
4.0 star
1Y
3Y
5Y

Fund Details

Sundaram Financial Services Opportunities Fund - Regular - Growth

RiskHigh
Min SIP Amount₹250
Expense Ratio2.82%
NAV37.8 (13-Dec-2018)
Fund Started10-Jun-2008
Fund Size160 Cr

Returns

Fund
1Y
3Y
5Y
Sundaram Financial Services Opportunities Fund - Regular - Growth
-4.0%
13.5% p.a
15.3% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -4.0% 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

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    HDFC Bank Ltd.24.7%Financial ServicesEquityLarge Cap36.2
    ICICI Bank Ltd. 13.7%Financial ServicesEquityLarge Cap20.0
    State Bank of India9.1%Financial ServicesEquityLarge Cap13.4
    Axis Bank Ltd.7.8%Financial ServicesEquityLarge Cap11.5
    Kotak Mahindra Bank Ltd.7.3%Financial ServicesEquityLarge Cap10.7
    Housing Development Finance Corporation Ltd.5.9%Financial ServicesEquityLarge Cap8.6
    Bajaj Finance Ltd.4.9%Financial ServicesEquityLarge Cap7.1
    CBLO(CCIL)4.4%Current AssetsMoney Market--6.5
    Bharat Financial Inclusion Ltd.3.6%Financial ServicesEquityMid Cap5.3
    ICICI Securities Ltd.2.4%Financial ServicesEquityMid Cap3.5
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    About Sundaram Mutual Fund

    Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017.

    This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.

    With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.

    The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.

    For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.

    It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.

    Launch Date25 Feb 1996
    AddressSundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Assets33,150 Cr
    SponsorNA
    Phone044-28583362/3367
    Emailravis@sundarammutual.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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