Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (10 Jul 26)

111.06

AUM (in Cr)

₹ 1590.29

5 Years CAGR

% 14.09

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund
6.76
5.84
-1.28
3.04
13.78
14.09
Nifty Financial Services
6.88
2.95
-1.37
0.44
11.25
11.10
Sectoral/Thematic
5.81
8.09
4.59
5.31
17.12
15.12

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
% 2.17
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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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