Sundaram Financial Services Opportunities Fund Direct-Growth

NAV

₹113.1497

as on 16 Sep 2024, 09:41 PM

₹0.3378(0.30%)

Last Change

Scheme Information

Sundaram Financial Services Opportunities Fund Direct-Growth

as of 31 Aug 2024, 05:30 AM

₹1,444.21 Cr

0.76%

4.42%

Scheme Asset Size
Expense Ratio
Cash Holding
Fund Type

Open-End

Plan

Growth

Exit Load

Exit load of 0.5% if redeemed within 30 days

Benchmark

NIFTY Financial Services Total Return Index

Scheme Document

View

Sectors Holding in this Mutual Fund

Financial

89.58%

₹1,293.78 Cr

Services

3.37%

₹48.68 Cr

Insurance

2.28%

₹33.00 Cr

Others

4.76%

₹68.74 Cr

Financial

89.58%

₹1,293.78 Cr

Services

3.37%

₹48.68 Cr

Insurance

2.28%

₹33.00 Cr

Others

4.76%

₹68.74 Cr

HDFC Bank Ltd.

17.24%

₹248.98 Cr

ICICI Bank Ltd.

11.11%

₹160.45 Cr

Axis Bank Ltd.

9.23%

₹133.30 Cr

State Bank of India

5.91%

₹85.35 Cr

Cholamandalam Financial Holdings Ltd.

4.62%

₹66.72 Cr

Others

51.89%

₹749.40 Cr

HDFC Bank Ltd.

17.24%

₹248.98 Cr

ICICI Bank Ltd.

11.11%

₹160.45 Cr

Axis Bank Ltd.

9.23%

₹133.30 Cr

State Bank of India

5.91%

₹85.35 Cr

Cholamandalam Financial Holdings Ltd.

4.62%

₹66.72 Cr

Others

51.89%

₹749.40 Cr

Funds in this Category

This fund's returns: 20.92%

Nippon India Banking & Financial Services Fund Direct-Growth

Min. Investment

₹100

19.58

Category Returns

13.14%

20.92%

3Y Returns

19.58 %

Invesco India Financial Services Fund Direct-Growth

Min. Investment

₹100

18.68

Category Returns

13.14%

20.92%

3Y Returns

18.68 %

Tata Banking and Financial Services Fund Direct-Growth

Min. Investment

₹100

16.66

Category Returns

13.14%

20.92%

3Y Returns

16.66 %

About Sundaram Financial Services Opportunities Fund Direct-Growth

Sundaram Financial Services Opportunities Fund Direct-Growth scheme return performance in last 1 year is 30.79%, in last 3 years is 76.88% and 424.17% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:1,444.21 Cr
Category:Equity: Sectoral-Banking
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund

67,442.81 Cr
AUM
108
Schemes

Address

Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237

Investment Performance

₹ 1,00,000

would have given a return of

₹1,10,871

₹1,21,647

₹1,69,318

₹1,76,882

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

Profit (absolute return)

₹76,882

76.88%

Investment Returns

In the last 3 months
6.52%
In the last 6 months
17.65%
In the last 1 year
30.79%
In the last 3 years
76.88%
In the last 5 years
159.90%
In the last 10 years
341.62%

Scheme Riskometer

Investors understand that their principal will be at very high risk

z