Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund - Institutional Plan

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (22 Jan 25)

104.92

AUM (in Cr)

₹ 1604.71

5 Years CAGR

% 15.46

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund - Institutional Plan
-3.28
-5.62
-7.61
6.42
16.62
15.46
Nifty Financial Services
-0.38
3.40
3.88
11.26
13.85
14.10
Sectoral/Thematic
-1.37
-0.32
2.79
0.40
19.21
19.24

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
% 2.80
Benchmark
Nifty Financial Services
AUM
₹ 1604.71
Inception Date
17 Apr 2008
Turnover Ratio
% 39.00
Exit Load
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 - Institutional Plan

EquitySectoral/Thematic
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