Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (29 May 26)

103.01

AUM (in Cr)

₹ 1612.72

5 Years CAGR

% 13.08

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund
-2.20
-6.56
-6.27
-0.77
13.75
13.08
Nifty Financial Services
-2.00
-8.83
-8.87
-3.27
10.06
9.97
Sectoral/Thematic
1.33
1.22
-1.22
4.63
17.76
15.30

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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
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