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 Regular Plan - Growth 6.35 10.67 34.55 19.47 16.97 15.15
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 Regular Plan - Growth Jun 10, 2008 34.55 19.47 16.97 2.13 1,268.85
Nippon India Banking & Financial Services Fund-Growth Plan-Growth Option May 26, 2003 25.99 17.87 13.29 1.90 5,462.71
SBI BANKING & FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH Feb 26, 2015 32.25 14.55 14.00 1.85 5,387.33
Tata Banking And Financial Services Fund-Regular Plan-Growth Dec 28, 2015 23.48 14.67 13.51 1.99 2,048.30
UTI Banking and Financial Services Fund - Regular Plan - Growth Option Jul 30, 2005 25.19 14.49 10.40 2.23 1,056.18
LIC MF BANKING AND FINANCIAL SERVICES FUND-REGULAR PLAN-GROWTH Mar 27, 2015 19.35 14.57 11.10 2.42 285.19

Fund Holdings as on 31-May-2024

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Power Finance Corporation Ltd

  • Ujjivan Small Finance Bank Ltd

  • Cholamandalam Financial Holdings Ltd

  • Bajaj Finance Ltd

  • Equitas Small Finance Bank Limited

  • Can Fin Homes Ltd

  • Shriram Finance Ltd

  • TREPS

  • IndusInd Bank Ltd

  • CSB Bank Ltd

  • REC Ltd

  • Union Bank of India

  • Sundaram Liquid Fund - Direct Growth

  • Indian Bank

  • ICICI Prudential Life Insurance Company Ltd

  • Bank of Baroda

  • Aavas Financiers Ltd

  • Bank of India

  • SBI Life Insurance Company Ltd

  • Angel One Ltd

  • 364 Days-T Bill - 10/10/2024 *

  • Cholamandalam Investment and Finance Company Ltd

  • Cash and Other Net Current Assets^

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  • Bank - Private

  • Bank - Public

  • Finance Term Lending

  • Finance - NBFC

  • Finance - Housing

  • Finance - Investment

  • Miscellaneous

  • Insurance

  • Finance - Stock Broking

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Fund Manager

  • Cash

  • Equity

  • MFU

  • Sovereign

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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 ₹1,268.85 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 ₹0.61(0.64%)yesterday to ₹95.8425.

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

The Sundaram Financial Services Opportunities Fund is managed by Rohit Seksaria and Ashish Agarwal.

Fund House Contact

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

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