Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (19 Jun 26)

107.97

AUM (in Cr)

₹ 1590.29

5 Years CAGR

% 14.42

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund
5.93
5.01
1.35
3.99
14.93
14.42
Nifty Financial Services
4.87
6.47
-2.92
1.80
11.86
11.01
Sectoral/Thematic
3.71
12.35
2.43
7.35
17.39
15.39

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
₹ 1590.29
Inception Date
17 Apr 2008
Turnover Ratio
% 24.90
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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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