Sundaram Financial Services Opportunities Fund - Growth - Regular Plan

Other Plans and Options

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Financial Services Opportunities Fund Reg Growth -5.18 2.08 2.87 10.17 11.95 13.57
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
Nifty Financial Services - TRI -0.45 6.27 8.50 22.80 22.64 19.02

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Financial Services Opportunities Fund Reg Growth Jun 10, 2008 Unrated 2.87 10.17 11.95 2.90 180.40
ICICI Prudential Banking and Financial Services Fund - Growth Aug 22, 2008 Unrated -1.20 12.19 15.53 2.24 3,185.13
Reliance Banking Fund-Growth Plan-Growth Option May 26, 2003 Unrated -6.54 11.22 12.44 2.09 2,923.99
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Dec 14, 2013 Unrated -8.99 9.34 16.11 2.35 1,744.40
UTI Banking and Financial Services Fund - Regular Plan - Growth Option Apr 09, 2004 Unrated -9.83 7.98 10.84 2.73 619.80
Invesco India Financial Services Fund - Retail Growth Jul 14, 2008 Unrated -0.07 13.03 14.67 2.74 149.26

Fund Holdings as on 31-July-2019

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Kotak Mahindra Bank Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Bajaj Finance Ltd

  • TREPS

  • Bajaj Finserv Ltd

  • SBI Life Insurance Company Ltd

  • HDFC Asset Management Company Ltd

  • ICICI Lombard General Insurance Company Ltd

  • ICICI Securities Ltd

  • Max Financial Services Ltd

  • HDFC Life Insurance Company Ltd

  • DCB Bank Ltd

  • JM FInancial Ltd

  • Cash and Other Net Current Assets

  • IIFL Wealth Management Ltd

  • IIFL Securities Ltd

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  • Bank - Private

  • Finance - Housing

  • Bank - Public

  • Insurance

  • Miscellaneous

  • Finance - NBFC

  • Finance - Investment

  • Finance - Asset Management

  • Finance - Stock Broking

  • Finance - Others

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About Sundaram Financial Services Opportunities Fund

Scheme Analysis

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral Fund - Banks & Financial Services fund and belongs to Sundaram Mutual Fund. It was launched on 10-Jun-2008 and currently has an AUM of ₹180.40 crore. Sundaram Financial Services Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Financial Services - TRI as secondary index.

The NAV of Sundaram Financial Services Opportunities Fund ended up ₹0.21(0.51%)yesterday to ₹41.53.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, ICICI Bank Ltd and Housing Development Finance Corporation Ltd

The Sundaram Financial Services Opportunities Fund is managed by Dwijendra Srivastava and S. Krishnakumar.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • Cash

  • Equity

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