Sundaram Financial Services Opportunities Fund - Growth - Direct Plan

Other Plans and Options

Fund Overview Growth | Direct 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 - Direct Plan - Growth Option -9.21 -2.80 -23.12 -2.75 5.46 6.85
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 - Direct Plan - Growth Option Jan 02, 2013 -23.12 -2.75 5.46 1.24 224.58
ICICI Prudential Banking and Financial Services Fund - Direct Plan - Growth Jan 01, 2013 -26.57 -6.40 6.63 1.31 2,835.64
Nippon India Banking Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 -32.29 -10.07 2.42 1.51 2,169.31
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth Dec 14, 2013 -26.68 -7.58 6.77 1.23 1,573.15
SBI BANKING & FINANCIAL SERVICES FUND - DIRECT PLAN - GROWTH Feb 26, 2015 -19.71 1.50 11.46 1.08 1,524.54
UTI Banking and Financial Services Fund - Direct Plan - Growth Option Jan 01, 2013 -32.06 -10.67 1.97 1.84 513.16

Fund Holdings as on 31-August-2020

  • HDFC Bank Ltd

  • Housing Development Finance Corporation Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • Kotak Mahindra Bank Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • State Bank of India

  • SBI Life Insurance Company Ltd

  • Bajaj Finserv Ltd

  • LIC Housing Finance Ltd

  • TREPS

  • The Federal Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Bajaj Finance Ltd

  • IndusInd Bank Ltd

  • ICICI Securities Ltd

  • Max Financial Services Ltd

  • CSB Bank Ltd

  • HDFC Life Insurance Company Ltd

  • Reverse Repo

  • JM Financial Ltd

  • HDFC Asset Management Company Ltd

  • DCB Bank Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Finance - Housing

  • Finance - NBFC

  • Insurance

  • Finance - Investment

  • Bank - Public

  • Miscellaneous

  • Finance - Stock Broking

  • Finance - Others

  • Finance - Asset Management

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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 02-Jan-2013 and currently has an AUM of ₹224.58 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 down ₹-1.05(-2.85%)yesterday to ₹35.9158.

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 Ratish Varier.

Fund House Contact

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

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