Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (18 Jul 25)

104.92

AUM (in Cr)

₹ 1604.71

5 Years CAGR

% 23.50

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund
0.70
3.24
14.50
5.18
23.50
23.50
Nifty Financial Services
0.98
2.44
18.22
12.70
18.65
20.42
Sectoral/Thematic
2.37
9.05
6.34
2.60
23.25
24.72

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The investment objective of the scheme is 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.

Expense Ratio
% 2.09
Benchmark
Nifty Financial Services
AUM
₹ 1604.71
Inception Date
17 Apr 2008
Turnover Ratio
% 78.20
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Asset Class
Equity
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Sundaram Mutual Fund

Total AUM

₹ 65593.02

No. of Schemes under this AMC

50

Phone

28569900

Email

babamj@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/Thematic
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