Sundaram Financial Services Opportunities Fund Regular Growth - NAV[34.08], MF Performance & Returns 2020

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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 DetailsSundaram Financial Services Opportunities Fund Regular GrowthRiskHigh
Min SIP Amount₹100
Expense Ratio2.69%
NAV₹34.08 (24 Sep 2020)
Fund Started10 Jun 2008
Fund Size₹225 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 month₹5,000
For how many years?
1 Year
3 Years
5 Years
Estimated Value
as per Historical Returns₹0
with -23.8% annual returns
ComparisonData not available
Pros
1. Age is more than 10 years2. 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 low2. Risk-adjusted returns are lower compared to the category3. Higher expense ratio4. 1Y Returns are lower than the benchmark5. 3Y Returns are lower than the benchmark6. 5Y Returns are lower than the benchmark7. 10Y Returns are lower than the benchmark
Top HoldingsNameSectorInstrument% 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 ManagersaddS 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
Sundaram Diversified Equity Fund Dividend
Sundaram Small Cap Fund Regular Dividend
Sundaram Small Cap Fund Regular Growth
Sundaram Mid Cap Fund Regular Dividend
Sundaram Mid Cap Fund Regular Growth
Sundaram Diversified Equity Fund Growth
Sundaram Rural and Consumption Fund Regular Growth
Sundaram Rural and Consumption Fund Regular Dividend
Sundaram Large and Mid Cap Fund Dividend
Sundaram Large and Mid Cap Fund Growth
Sundaram Global Brand Dividend
Sundaram Global Brand Growth
Sundaram Financial Services Opportunities Fund Regular Dividend
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional Dividend
Sundaram Mid Cap Fund Institutional Dividend
Sundaram Small Cap Fund Institutional Dividend
Sundaram Debt Oriented Hybrid Fund Dividend Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund Dividend Half Yearly
Sundaram Debt Oriented Hybrid Fund Dividend Quarterly
Sundaram Rural and Consumption Fund Institutional Dividend
Sundaram Diversified Equity Fund Direct Dividend
Sundaram Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Dividend
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct Dividend
Sundaram Small Cap Fund Direct Dividend
Sundaram Small Cap Fund Direct Growth
Sundaram Rural and Consumption Fund Direct Dividend
Sundaram Rural and Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Dividend
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Dividend
Sundaram Global Brand Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Half Yearly
Sundaram Select Micro Cap Series I Regular Growth
Sundaram Select Micro Cap Series I Regular Dividend
Sundaram Select Micro Cap Series I Direct Growth
Sundaram Select Micro Cap Series II Regular Dividend
Sundaram Select Micro Cap Series II Regular Growth
Sundaram Select Micro Cap Series III Regular Growth
Sundaram Select Micro Cap Series III Direct Growth
Sundaram Select Micro Cap Series IV Regular Dividend
Sundaram Select Micro Cap Series IV Regular Growth
Sundaram Infrastructure Advantage Fund Regular Dividend
Sundaram Infrastructure Advantage Fund Direct Dividend
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Infrastructure Advantage Fund Regular Growth
Sundaram Select Small Cap Series II Regular Growth
Sundaram Select Small Cap Series II Regular Dividend
Sundaram Select Small Cap Series II Direct Growth
Sundaram Select Small Cap Series II Direct Dividend
Sundaram World Brand Fund Series II Regular Growth
Sundaram World Brand Fund Series II Regular Dividend
Sundaram World Brand Fund Series III Regular Growth
Sundaram World Brand Fund Series III Regular Dividend
Sundaram Select Small Cap Series III Regular Growth
Sundaram Select Small Cap Series III Regular Dividend
Sundaram Select Small Cap Series III Direct Dividend
Sundaram Select Small Cap Series IV Regular Growth
Sundaram Select Small Cap Series IV Regular Dividend
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series VIII Regular Dividend
Sundaram Select Micro Cap Series VIII Regular Growth
Sundaram Select Micro Cap Series IX Direct Dividend
Sundaram Select Micro Cap Series IX Regular Growth
Sundaram Select Micro Cap Series IX Regular Dividend
Sundaram Select Micro Cap Series X Direct Dividend
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Select Micro Cap Series X Regular Dividend
Sundaram Select Micro Cap Series X Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular   Growth
Sundaram Select Micro Cap Series XI Regular   Growth
Sundaram Select Micro Cap Series XI Regular   Dividend
Sundaram Select Micro Cap Series XI Direct   Growth
Sundaram Select Micro Cap Series XI Direct   Dividend
Sundaram Select Micro Cap Series XII Regular   Growth
Sundaram Select Micro Cap Series XII Regular   Dividend
Sundaram Select Micro Cap Series XII Direct   Dividend
Sundaram Select Micro Cap Series XII Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Dividend
Sundaram Select Micro Cap Series XIV Regular   Growth
Sundaram Select Micro Cap Series XIV Regular   Dividend
Sundaram Select Micro Cap Series XIV Direct   Growth
Sundaram Select Micro Cap Series XIV Direct   Dividend
Sundaram Select Micro Cap Series XV Direct   Growth
Sundaram Select Micro Cap Series XV Regular   Dividend
Sundaram Select Micro Cap Series XV Regular   Growth
Sundaram Select Small Cap Series V Direct   Dividend
Sundaram Select Small Cap Series V Direct   Growth
Sundaram Select Small Cap Series V Regular   Dividend
Sundaram Select Small Cap Series V Regular   Growth
Sundaram Select Small Cap Series VI Regular   Dividend
Sundaram Select Small Cap Series VI Direct   Growth
Sundaram Select Small Cap Series VI Direct   Dividend
Sundaram Select Small Cap Series VI Regular   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Dividend
Sundaram Select Micro Cap Series XVI Direct   Growth
Sundaram Select Micro Cap Series XVI Regular   Dividend
Sundaram Select Micro Cap Series XVI Regular   Growth
Sundaram Select Micro Cap Series XVII Regular   Growth
Sundaram Select Micro Cap Series XVII Regular   Dividend
Sundaram Select Micro Cap Series XVII Direct   Growth
Sundaram Select Micro Cap Series XVII Direct   Dividend
Sundaram Long Term Tax Advantage Fund Series III Regular   Growth
Sundaram Long Term Tax Advantage Fund Series III Regular   Dividend
Sundaram Long Term Tax Advantage Fund Series III Direct   Growth
Sundaram Long Term Tax Advantage Fund Series III Direct   Dividend
Sundaram Emerging Small Cap Series 1 Regular   Growth
Sundaram Emerging Small Cap Series 1 Direct   Dividend
Sundaram Emerging Small Cap Series 1 Direct   Growth
Sundaram Emerging Small Cap Series 1 Regular   Dividend
Sundaram Emerging Small Cap Series II Direct   Dividend
Sundaram Emerging Small Cap Series II Regular   Dividend
Sundaram Emerging Small Cap Series II Regular   Growth
Sundaram Emerging Small Cap Series II Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular   Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular   Dividend
Sundaram Long Term Tax Advantage Fund Series IV Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct   Dividend
Sundaram Emerging Small Cap Series III Regular   Dividend
Sundaram Emerging Small Cap Series III Direct   Dividend
Sundaram Emerging Small Cap Series III Regular   Growth
Sundaram Emerging Small Cap Series III Direct   Growth
Sundaram Emerging Small Cap Series IV Regular   Growth
Sundaram Emerging Small Cap Series IV Regular   Dividend
Sundaram Emerging Small Cap Series IV Direct   Dividend
Sundaram Emerging Small Cap Series IV Direct   Growth
Sundaram Multi Cap Fund   Series I Direct   Dividend
Sundaram Multi Cap Fund   Series I Direct   Growth
Sundaram Multi Cap Fund   Series I Regular   Dividend
Sundaram Multi Cap Fund   Series I Regular   Growth
Sundaram Multi Cap Fund   Series II Regular   Growth
Sundaram Multi Cap Fund   Series II Regular   Dividend
Sundaram Multi Cap Fund   Series II Direct   Growth
Sundaram Emerging Small Cap Series V Regular   Growth
Sundaram Emerging Small Cap Series V Direct   Growth
Sundaram Emerging Small Cap Series VI Regular   Growth
Sundaram Emerging Small Cap Series VI Direct   Growth
Sundaram Services Fund Direct   Growth
Sundaram Services Fund Direct   Dividend
Sundaram Services Fund Regular   Growth
Sundaram Services Fund Regular   Dividend
Sundaram Emerging Small Cap Series VII Regular   Growth
Sundaram Emerging Small Cap Series VII Direct   Growth
Sundaram Emerging Small Cap Series VII Direct   Dividend
Sundaram Equity Savings Fund Regular   Growth
Sundaram Equity Savings Fund Regular   Dividend
Sundaram Equity Savings Fund Direct   Growth
Sundaram Equity Savings Fund Direct   Dividend
Sundaram Equity Fund Regular   Growth
Sundaram Equity Fund Regular   Dividend
Sundaram Equity Fund Direct   Growth
Sundaram Equity Fund Direct   Dividend
Sundaram Balanced Advantage Fund Regular   Dividend
Sundaram Balanced Advantage Fund Regular   Growth
Sundaram Balanced Advantage Fund Direct   Growth
Sundaram Balanced Advantage Fund Direct   Dividend
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
Sundaram Medium Term Bond Fund Regular Dividend Quarterly
Sundaram Medium Term Bond Fund Regular Growth
Sundaram Medium Term Bond Fund Regular Bonus
Sundaram Medium Term Bond Fund Regular Dividend Half Yearly
Sundaram Medium Term Bond Fund Regular Dividend Yearly
Sundaram Diversified Equity Fund Dividend
Sundaram Money Fund   Growth
Sundaram Money Fund Dividend Quarterly
Sundaram Money Fund  Daily Dividend
Sundaram Money Fund Dividend Weekly
Sundaram Money Fund Dividend Fortnightly
Sundaram Money Fund Dividend Monthly
Sundaram Banking & PSU Debt Fund Retail Dividend Monthly
Sundaram Banking & PSU Debt Fund Retail Growth
Sundaram Banking & PSU Debt Fund Regular Dividend Weekly
Sundaram Banking & PSU Debt Fund Regular Growth
Sundaram Corporate Bond Fund Regular Dividend Monthly
Sundaram Corporate Bond Fund Regular Dividend Quarterly
Sundaram Corporate Bond Fund Regular Dividend Half Yearly
Sundaram Corporate Bond Fund Regular Dividend Yearly
Sundaram Corporate Bond Fund Regular Growth
Sundaram Banking & PSU Debt Fund Regular Dividend Monthly
Sundaram Short Term Debt Fund Dividend Quarterly
Sundaram Short Term Debt Fund Dividend Half Yearly
Sundaram Short Term Debt Fund Dividend Yearly
Sundaram Short Term Debt Fund Growth
Sundaram Short Term Debt Fund Dividend Weekly
Sundaram Short Term Debt Fund Dividend Fortnightly
Sundaram Short Term Debt Fund Dividend Monthly
Sundaram Diversified Equity Fund Growth
Sundaram Money Institutional Plan Dividend Daily
Sundaram Money Regular Plan Dividend Daily
Sundaram Money Regular Plan Dividend Quarterly
Sundaram Money Regular Plan Dividend Weekly
Sundaram Money Regular Plan Dividend Fortnightly
Sundaram Money Regular Plan Dividend Monthly
Sundaram Money Regular Growth
Sundaram Low Duration Fund Retail Plan Dividend Weekly
Sundaram Low Duration Fund Retail Plan Dividend Fortnightly
Sundaram Low Duration Fund Retail Plan Monthly Dividend
Sundaram Low Duration Fund Retail Plan Dividend Quarterly
Sundaram Low Duration Fund Retail Plan Dividend Daily
Sundaram Low Duration Fund Institutional Plan Dividend Daily
Sundaram Low Duration Fund Regular Plan Dividend Weekly
Sundaram Low Duration Fund Regular Plan Dividend Fortnightly
Sundaram Low Duration Fund Regular Plan Dividend Quarterly
Sundaram Low Duration Fund Institutional Plan Dividend Monthly
Sundaram Low Duration Fund Regular Plan Growth
Sundaram Low Duration Fund Retail Plan Growth
Sundaram Low Duration Fund Regular Plan Dividend Daily
Sundaram Low Duration Fund Regular Plan Dividend Monthly
Sundaram Fixed Income Interval Fund Quarterly Series Plan C Regular Growth
Sundaram Financial Services Opportunities Fund Regular Dividend
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional Dividend
Sundaram Debt Oriented Hybrid Fund Dividend Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund Dividend Half Yearly
Sundaram Debt Oriented Hybrid Fund Dividend Quarterly
Sundaram Banking & PSU Debt Fund Regular Bonus
Sundaram Money Regular Bonus
Sundaram Low Duration Fund Regular Plan Bonus
Sundaram Short Term Debt Fund Bonus
Sundaram Diversified Equity Fund Direct Dividend
Sundaram Diversified Equity Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Dividend
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Corporate Bond Fund Direct Dividend Monthly
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct Dividend Daily
Sundaram Banking & PSU Debt Fund Direct Bonus
Sundaram Corporate Bond Fund Direct Dividend Quarterly
Sundaram Corporate Bond Fund Direct Dividend Yearly
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Half Yearly
Sundaram Short Term Debt Fund Direct Plan Dividend Weekly
Sundaram Short Term Debt Fund Direct Plan Dividend Quarterly
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Dividend Fortnightly
Sundaram Short Term Debt Fund Direct Plan Dividend Monthly
Sundaram Short Term Debt Fund Direct Plan Bonus
Sundaram Short Term Debt Fund Direct Plan Dividend Half Yearly
Sundaram Medium Term Bond Fund Direct Dividend Quarterly
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Medium Term Bond Fund Direct Dividend Yearly
Sundaram Low Duration Fund Direct Dividend Weekly
Sundaram Low Duration Fund Direct Dividend Quarterly
Sundaram Low Duration Fund Direct Dividend Daily
Sundaram Low Duration Fund Direct Growth
Sundaram Low Duration Fund Direct Dividend Fortnightly
Sundaram Low Duration Fund Direct Dividend Monthly
Sundaram Low Duration Fund Direct Bonus
Sundaram Money Direct Growth
Sundaram Money Direct Dividend Monthly
Sundaram Money Direct Dividend Daily
Sundaram Money Direct Dividend Quarterly
Sundaram Money Direct Bonus
Sundaram Money Direct Dividend Weekly
Sundaram Money Direct Dividend Fortnightly
Sundaram Infrastructure Advantage Fund Regular Dividend
Sundaram Infrastructure Advantage Fund Direct Dividend
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Infrastructure Advantage Fund Regular Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series VIII Regular Dividend
Sundaram Select Micro Cap Series VIII Regular Growth
Sundaram Select Micro Cap Series IX Direct Dividend
Sundaram Select Micro Cap Series IX Regular Growth
Sundaram Select Micro Cap Series IX Regular Dividend
Sundaram Select Micro Cap Series X Direct Dividend
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Select Micro Cap Series X Regular Dividend
Sundaram Select Micro Cap Series X Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular   Growth
Sundaram Money   Unclaimed Redemption Upto 3 years
Sundaram Money   Unclaimed Redemption Above 3 yrs
Sundaram Money   Unclaimed Dividend Above 3 yrs
Sundaram Money   Unclaimed Dividend Upto 3 yrs
Sundaram Select Micro Cap Series XI Regular   Growth
Sundaram Select Micro Cap Series XI Regular   Dividend
Sundaram Select Micro Cap Series XI Direct   Growth
Sundaram Select Micro Cap Series XI Direct   Dividend
Sundaram Select Micro Cap Series XII Regular   Growth
Sundaram Select Micro Cap Series XII Regular   Dividend
Sundaram Select Micro Cap Series XII Direct   Dividend
Sundaram Select Micro Cap Series XII Direct   Growth
Sundaram Value Fund Series VII Regular   Dividend
Sundaram Value Fund Series VII Regular   Growth
Sundaram Value Fund Series VII Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Dividend
Sundaram Select Micro Cap Series XIV Regular   Growth
Sundaram Select Micro Cap Series XIV Regular   Dividend
Sundaram Select Micro Cap Series XIV Direct   Growth
Sundaram Select Micro Cap Series XIV Direct   Dividend
Sundaram Value Fund Series VIII Regular   Growth
Sundaram Value Fund Series VIII Direct   Growth
Sundaram Select Micro Cap Series XV Direct   Growth
Sundaram Select Micro Cap Series XV Regular   Dividend
Sundaram Select Micro Cap Series XV Regular   Growth
Sundaram Select Small Cap Series V Direct   Dividend
Sundaram Select Small Cap Series V Direct   Growth
Sundaram Select Small Cap Series V Regular   Dividend
Sundaram Select Small Cap Series V Regular   Growth
Sundaram Select Small Cap Series VI Regular   Dividend
Sundaram Select Small Cap Series VI Direct   Growth
Sundaram Select Small Cap Series VI Direct   Dividend
Sundaram Select Small Cap Series VI Regular   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Dividend
Sundaram Select Micro Cap Series XVI Direct   Growth
Sundaram Select Micro Cap Series XVI Regular   Dividend
Sundaram Select Micro Cap Series XVI Regular   Growth
Sundaram Select Micro Cap Series XVII Regular   Growth
Sundaram Select Micro Cap Series XVII Regular   Dividend
Sundaram Select Micro Cap Series XVII Direct   Growth
Sundaram Select Micro Cap Series XVII Direct   Dividend
Sundaram Value Fund Series IX Regular   Growth
Sundaram Value Fund Series IX Regular   Dividend
Sundaram Value Fund Series IX Direct   Growth
Sundaram Value Fund Series IX Direct   Dividend
Sundaram Value Fund Series X Regular   Growth
Sundaram Value Fund Series X Regular   Dividend
Sundaram Value Fund Series X Direct   Growth
Sundaram Long Term Tax Advantage Fund Series III Regular   Growth
Sundaram Long Term Tax Advantage Fund Series III Regular   Dividend
Sundaram Long Term Tax Advantage Fund Series III Direct   Growth
Sundaram Long Term Tax Advantage Fund Series III Direct   Dividend
Sundaram Emerging Small Cap Series 1 Regular   Growth
Sundaram Emerging Small Cap Series 1 Direct   Dividend
Sundaram Emerging Small Cap Series 1 Direct   Growth
Sundaram Emerging Small Cap Series 1 Regular   Dividend
Sundaram Emerging Small Cap Series II Direct   Dividend
Sundaram Emerging Small Cap Series II Regular   Dividend
Sundaram Emerging Small Cap Series II Regular   Growth
Sundaram Emerging Small Cap Series II Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular   Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular   Dividend
Sundaram Long Term Tax Advantage Fund Series IV Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct   Dividend
Sundaram Emerging Small Cap Series III Regular   Dividend
Sundaram Emerging Small Cap Series III Direct   Dividend
Sundaram Emerging Small Cap Series III Regular   Growth
Sundaram Emerging Small Cap Series III Direct   Growth
Sundaram Emerging Small Cap Series IV Regular   Growth
Sundaram Emerging Small Cap Series IV Regular   Dividend
Sundaram Emerging Small Cap Series IV Direct   Dividend
Sundaram Emerging Small Cap Series IV Direct   Growth
Sundaram Multi Cap Fund   Series I Direct   Dividend
Sundaram Multi Cap Fund   Series I Direct   Growth
Sundaram Multi Cap Fund   Series I Regular   Dividend
Sundaram Multi Cap Fund   Series I Regular   Growth
Sundaram Multi Cap Fund   Series II Regular   Growth
Sundaram Multi Cap Fund   Series II Regular   Dividend
Sundaram Multi Cap Fund   Series II Direct   Growth
Sundaram Emerging Small Cap Series V Regular   Growth
Sundaram Emerging Small Cap Series V Direct   Growth
Sundaram Emerging Small Cap Series VI Regular   Growth
Sundaram Emerging Small Cap Series VI Direct   Growth
Sundaram Services Fund Direct   Growth
Sundaram Services Fund Direct   Dividend
Sundaram Services Fund Regular   Growth
Sundaram Services Fund Regular   Dividend
Sundaram Emerging Small Cap Series VII Regular   Growth
Sundaram Emerging Small Cap Series VII Direct   Growth
Sundaram Emerging Small Cap Series VII Direct   Dividend
Sundaram Equity Savings Fund Regular   Growth
Sundaram Equity Savings Fund Regular   Dividend
Sundaram Equity Savings Fund Direct   Growth
Sundaram Equity Savings Fund Direct   Dividend
Sundaram Equity Fund Regular   Growth
Sundaram Equity Fund Regular   Dividend
Sundaram Equity Fund Direct   Growth
Sundaram Equity Fund Direct   Dividend
Sundaram Arbitrage Fund Regular   Growth
Sundaram Arbitrage Fund Regular   Dividend
Sundaram Arbitrage Fund Direct   Dividend
Sundaram Arbitrage Fund Direct   Growth
Sundaram Balanced Advantage Fund Regular   Dividend
Sundaram Balanced Advantage Fund Regular   Growth
Sundaram Balanced Advantage Fund Direct   Growth
Sundaram Balanced Advantage Fund Direct   Dividend
addRatish Varier
Education
Experience
Funds Managed
Sundaram Small Cap Fund Regular Dividend
Sundaram Small Cap Fund Regular Growth
Sundaram Global Brand Dividend
Sundaram Global Brand Growth
Sundaram Financial Services Opportunities Fund Regular Dividend
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional Dividend
Sundaram Small Cap Fund Institutional Dividend
Sundaram Small Cap Fund Direct Dividend
Sundaram Small Cap Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Dividend
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Dividend
Sundaram Global Brand Direct Growth
Sundaram Infrastructure Advantage Fund Regular Dividend
Sundaram Infrastructure Advantage Fund Direct Dividend
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Infrastructure Advantage Fund Regular Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series VIII Regular Dividend
Sundaram Select Micro Cap Series VIII Regular Growth
Sundaram Select Micro Cap Series IX Direct Dividend
Sundaram Select Micro Cap Series IX Regular Growth
Sundaram Select Micro Cap Series IX Regular Dividend
Sundaram Select Micro Cap Series X Direct Dividend
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Select Micro Cap Series X Regular Dividend
Sundaram Select Micro Cap Series X Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Dividend
Sundaram Select Micro Cap Series XV Direct   Growth
Sundaram Select Micro Cap Series XV Regular   Dividend
Sundaram Select Micro Cap Series XV Regular   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular   Dividend
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Dividend
Sundaram Select Micro Cap Series XVI Direct   Growth
Sundaram Select Micro Cap Series XVI Regular   Dividend
Sundaram Select Micro Cap Series XVI Regular   Growth
Sundaram Select Micro Cap Series XVII Regular   Growth
Sundaram Select Micro Cap Series XVII Regular   Dividend
Sundaram Select Micro Cap Series XVII Direct   Growth
Sundaram Select Micro Cap Series XVII Direct   Dividend
Sundaram Long Term Tax Advantage Fund Series III Regular   Growth
Sundaram Long Term Tax Advantage Fund Series III Regular   Dividend
Sundaram Long Term Tax Advantage Fund Series III Direct   Growth
Sundaram Long Term Tax Advantage Fund Series III Direct   Dividend
Sundaram Emerging Small Cap Series 1 Regular   Growth
Sundaram Emerging Small Cap Series 1 Direct   Dividend
Sundaram Emerging Small Cap Series 1 Direct   Growth
Sundaram Emerging Small Cap Series 1 Regular   Dividend
Sundaram Emerging Small Cap Series II Direct   Dividend
Sundaram Emerging Small Cap Series II Regular   Dividend
Sundaram Emerging Small Cap Series II Regular   Growth
Sundaram Emerging Small Cap Series II Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular   Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular   Dividend
Sundaram Long Term Tax Advantage Fund Series IV Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct   Dividend
Sundaram Emerging Small Cap Series III Regular   Dividend
Sundaram Emerging Small Cap Series III Direct   Dividend
Sundaram Emerging Small Cap Series III Regular   Growth
Sundaram Emerging Small Cap Series III Direct   Growth
Sundaram Emerging Small Cap Series IV Regular   Growth
Sundaram Emerging Small Cap Series IV Regular   Dividend
Sundaram Emerging Small Cap Series IV Direct   Dividend
Sundaram Emerging Small Cap Series IV Direct   Growth
Sundaram Emerging Small Cap Series V Regular   Growth
Sundaram Emerging Small Cap Series V Direct   Growth
Sundaram Emerging Small Cap Series VI Regular   Growth
Sundaram Emerging Small Cap Series VI Direct   Growth
Sundaram Emerging Small Cap Series VII Regular   Growth
Sundaram Emerging Small Cap Series VII Direct   Growth
Sundaram Emerging Small Cap Series VII Direct   Dividend
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 Equity Hybrid Fund Regular Growth
Sundaram Equity Hybrid Fund Regular Dividend
Sundaram Select Focus Fund Regular Dividend
Sundaram Select Focus Fund Regular Growth
Sundaram Select Focus Fund Institutional Dividend
Sundaram Financial Services Opportunities Fund Regular Dividend
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional Dividend
Sundaram Debt Oriented Hybrid Fund Dividend Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund Dividend Half Yearly
Sundaram Debt Oriented Hybrid Fund Dividend Quarterly
Sundaram Multi Asset Fund Growth
Sundaram Multi Asset Fund Dividend
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Equity Hybrid Fund Direct Dividend
Sundaram Multi Asset Fund Direct Growth
Sundaram Multi Asset Fund Direct Dividend
Sundaram Select Focus Fund Direct Dividend
Sundaram Select Focus Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Dividend
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan Dividend Half Yearly
Sundaram Hybrid Fund Series F Regular Growth
Sundaram Hybrid Fund Series F Regular Dividend Yearly
Sundaram Hybrid Fund Series H Regular Growth
Sundaram Hybrid Fund Series H Regular Dividend Half Yearly
Sundaram Hybrid Fund Series K Regular Growth
Sundaram Hybrid Fund Series M Regular Growth
Sundaram Hybrid Fund Series N Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Regular Growth
Sundaram Hybrid Fund Series O Regular Growth
Sundaram Hybrid Fund Series O Regular Dividend Half Yearly
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Regular Dividend
Sundaram Top 100 Series   VI Regular Growth
Sundaram Top 100 Series   VII Regular   Growth
Sundaram Services Fund Direct   Growth
Sundaram Services Fund Direct   Dividend
Sundaram Services Fund Regular   Growth
Sundaram Services Fund Regular   Dividend
Sundaram Financial Services Opportunities Fund Regular Growth DetailsSundaram 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 ObjectiveThe 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 ImplicationsReturns 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)Click here
₹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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Sundaram Financial Services Opportunities Fund Regular Growth
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About Sundaram Mutual FundAddress
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
ravis@sundarammutual.com
Website
NA
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,
Email
mfshyderabad@karvy.com
Website
www.karvymfs.com

Risk	High
Min SIP Amount	₹100
Expense Ratio	2.69%

NAV	₹34.08 (24 Sep 2020)
Fund Started	10 Jun 2008
Fund Size	₹225 Cr

Name	Sector	Instrument	% Assets
HDFC Bank Ltd.	Financial	Equity	23.1%
Housing Development Finance Corpn. Ltd.	Financial	Equity	15.2%
ICICI Bank Ltd.	Financial	Equity	13.8%
Axis Bank Ltd.	Financial	Equity	7.7%
Kotak Mahindra Bank Ltd.	Financial	Equity	5.9%
Mahindra & Mahindra Financial Services Ltd.	Financial	Equity	4.3%
Cholamandalam Investment & Finance Co. Ltd.	Financial	Equity	3.3%
State Bank of India	Financial	Equity	2.9%
SBI Life Insurance Company Ltd.	Financial	Equity	2.8%
Bajaj Finserv Ltd.	Financial	Equity	2.7%

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