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Sundaram Financial Services Opportunities Fund Regular Growth-1.31%

64.99%
1 Year Return
Equity
Sectoral/Thematic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Financial Services Opportunities Fund Regular Growth

RiskVery High
Min SIP Amount₹100
Expense Ratio2.72%
NAV₹52.04 (12 May 2021)
Fund Started10 Jun 2008
Fund Size333 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 amount100
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

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity20.8%
ICICI Bank Ltd.FinancialEquity14.0%
Housing Development Finance Corpn. Ltd.FinancialEquity12.3%
Axis Bank Ltd.FinancialEquity9.7%
State Bank of IndiaFinancialEquity5.4%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity4.5%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity3.9%
Kotak Mahindra Bank Ltd.FinancialEquity3.8%
CSB Bank Ltd.FinancialEquity3.2%
Sundaram Money DirectFinancialMutual Fund3.0%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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Ratish Varier
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Rahul Baijal
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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
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,
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