Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/ThematicIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (13 Mar 26)

28.89

AUM (in Cr)

₹ 1684.47

5 Years CAGR

% 4.66

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund
-9.72
-14.07
-7.11
3.96
8.84
4.66
Nifty Financial Services
-10.60
-9.12
-4.57
9.00
13.67
9.73
Sectoral/Thematic
-7.50
-8.54
-7.56
8.41
17.79
14.64

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
% 2.08
Benchmark
Nifty Financial Services
AUM
₹ 1684.47
Inception Date
17 Apr 2008
Turnover Ratio
% 32.80
Exit Load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Asset Class
Equity
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Sundaram Mutual Fund

Total AUM

₹ 76570.40

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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