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 3.78 15.43 27.09 16.53 11.19 14.59
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 Unrated 27.09 16.53 11.19 2.88 221.51
ICICI Prudential Banking and Financial Services Fund - Growth Aug 22, 2008 Unrated 17.23 17.25 13.82 2.00 3,632.28
Nippon India Banking Fund-Growth Plan-Growth Option May 26, 2003 Unrated 12.84 15.63 11.16 2.12 3,155.99
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Dec 14, 2013 Unrated 16.99 17.43 14.37 2.37 1,972.70
UTI Banking and Financial Services Fund - Regular Plan - Growth Option Jul 30, 2005 Unrated 13.31 13.44 8.92 2.45 677.10
Invesco India Financial Services Fund - Retail Growth Jul 14, 2008 Unrated 21.95 19.86 14.11 2.83 188.18

Fund Holdings as on 30-November-2019

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Housing Development Finance Corporation Ltd

  • Kotak Mahindra Bank Ltd

  • Axis Bank Ltd

  • Share Application Money pending Allotment

  • State Bank of India

  • Bajaj Finance Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Bajaj Finserv Ltd

  • HDFC Asset Management Company Ltd

  • SBI Life Insurance Company Ltd

  • ICICI Securities Ltd

  • LIC Housing Finance Ltd

  • Max Financial Services Ltd

  • HDFC Life Insurance Company Ltd

  • JM Financial Ltd

  • DCB Bank Ltd

  • Creditaccess Grameen Ltd

  • Reverse Repo

  • IndusInd Bank Ltd

  • RBL Bank Ltd

  • The Federal Bank Ltd

  • Cash and Other Net Current Assets

  • Mahindra & Mahindra Financial Services Ltd

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  • Bank - Private

  • Finance - Housing

  • Insurance

  • Finance - NBFC

  • Miscellaneous

  • Bank - Public

  • 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 ₹221.51 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 ₹0.35(0.73%)yesterday to ₹47.99.

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

  • Unrated

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