Sundaram Financial Services Opportunities Fund - Growth - Regular Plan

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 7.01 27.22 -18.58 -0.82 4.45 11.34
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Financial Services - TRI N/A N/A N/A N/A N/A N/A

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 -18.58 -0.82 4.45 2.66 181.01
ICICI Prudential Banking and Financial Services Fund - Growth Aug 22, 2008 -29.13 -5.02 5.00 2.27 2,264.48
Nippon India Banking Fund-Growth Plan-Growth Option May 26, 2003 -35.37 -8.05 1.26 2.38 1,701.83
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Dec 14, 2013 -26.77 -4.40 5.18 2.48 1,234.30
SBI BANKING & FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH Feb 26, 2015 -19.51 3.24 9.19 2.41 1,212.67
UTI Banking and Financial Services Fund - Regular Plan - Growth Option Jul 30, 2005 -31.26 -8.17 0.80 2.53 403.03

Fund Holdings as on 31-May-2020

  • HDFC Bank Ltd

  • Housing Development Finance Corporation Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Reverse Repo

  • SBI Life Insurance Company Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Bajaj Finserv Ltd

  • LIC Housing Finance Ltd

  • ICICI Lombard General Insurance Company Ltd

  • The Federal Bank Ltd

  • Bajaj Finance Ltd

  • HDFC Asset Management Company Ltd

  • ICICI Securities Ltd

  • State Bank of India

  • HDFC Life Insurance Company Ltd

  • Max Financial Services Ltd

  • DCB Bank Ltd

  • JM Financial Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Finance - Housing

  • Finance - NBFC

  • Insurance

  • Miscellaneous

  • Finance - Investment

  • Finance - Asset Management

  • Finance - Stock Broking

  • Bank - Public

  • Finance - Others

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Fund Manager

  • Cash

  • Equity

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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 ₹181.01 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 ₹0.42(1.16%)yesterday to ₹36.6088.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

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