Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (31 Oct 25)

32.89

AUM (in Cr)

₹ 1513.67

5 Years CAGR

% 15.42

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund
5.94
3.12
4.25
8.29
9.80
15.42
Nifty Financial Services
4.31
2.07
4.85
14.03
14.66
19.48
Sectoral/Thematic
3.62
3.42
10.26
4.72
20.31
23.55

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
% 2.10
Benchmark
Nifty Financial Services
AUM
₹ 1513.67
Inception Date
17 Apr 2008
Turnover Ratio
% 41.90
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

₹ 74005.23

No. of Schemes under this AMC

50

Phone

28569851

Email

ajithk@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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