Sundaram Financial Services Opportunities Fund

Equity Sectoral/Thematic IDCW Growth Annual IDCW Reinvestment IDCW-Reinvestment IDCW-Annual

Fund Overview

NAV (24 Aug 26)

29.25

AUM (in Cr)

₹ 1678.66

5 Years CAGR

% 5.40

Risk Level

Very High

Fund Performance

Name	1 Month%	3 Month%	6 Month%	1 Year%	3 Year%	5 Year%
Sundaram Financial Services Opportunities Fund Sundaram Financial Services Opportunities Fund	2.25	5.67	-9.18	-6.13	2.50	5.40
Nifty Financial Services Nifty Financial Services	-1.33	5.92	-6.14	2.03	11.31	9.95
Sectoral/Thematic Sectoral/Thematic	0.43	5.31	6.60	9.34	15.79	14.05

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

% 1.79

Benchmark

Nifty Financial Services

AUM

₹ 1678.66

Inception Date

Turnover Ratio

% 31.80

Exit Load

Asset Class

Equity

Sundaram Mutual Fund

See All Funds

Total AUM

₹ 76995.46

No. of Schemes under this AMC

Phone

28569851

ajithk@sundarammutual.com

Incorporation Date

8/24/1996

Address

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

Chennai (Madras) - 600014

Sundaram Financial Services Opportunities Fund

Equity Sectoral/Thematic