Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (29 Jul 26)

107.78

AUM (in Cr)

₹ 1681.38

5 Years CAGR

% 13.82

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund
-0.42
2.32
-2.94
4.33
12.25
13.82
Nifty Financial Services
-1.06
2.04
-3.80
-0.63
10.06
10.74
Sectoral/Thematic
2.24
4.97
6.90
6.68
15.83
14.74

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
₹ 1681.38
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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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