Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (20 May 26)

102.74

AUM (in Cr)

₹ 1612.72

5 Years CAGR

% 13.67

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund
-4.33
-7.86
-6.15
-1.07
13.96
13.67
Nifty Financial Services
-4.53
-10.15
-8.98
-2.45
10.18
10.82
Sectoral/Thematic
0.34
-0.13
-2.22
5.10
18.23
15.65

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
₹ 1612.72
Inception Date
17 Apr 2008
Turnover Ratio
% 24.70
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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
amc-logo

Sundaram Mutual Fund

Total AUM

₹ 74954.10

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
Connect with an
Expertquotes
Personalized investment strategies from leading experts