Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Financial Services Opportunities Fund Regular Growth

Sundaram Financial Services Opportunities Fund Regular Growth

Equity
Sectoral / Thematic
Very High Risk
22.98%
3Y annualised
+1.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Oct 2021₹64.46
Min. SIP amountNA
Rating4star
Fund size₹444.33 Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns60.7%23.0%14.6%14.9%
Category average56.1%9.1%12.0%NA
Rank with in category1629NA
Understand termsinfo

Holdings (26)

NameSectorInstrumentAssets
FinancialEquity21.3%
FinancialEquity14.9%
FinancialEquity10.0%
FinancialEquity8.1%
State Bank of India
FinancialEquity8.0%
FinancialEquity7.2%
FinancialEquity5.6%
FinancialEquity3.7%
FinancialEquity2.6%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity1.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.62%

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
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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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