Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (18 Aug 26)

29.10

AUM (in Cr)

₹ 1678.66

5 Years CAGR

% 5.43

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund
-1.95
6.18
-10.94
-7.21
2.79
5.43
Nifty Financial Services
-1.33
5.92
-6.14
2.03
11.31
9.95
Sectoral/Thematic
1.16
6.65
4.66
7.36
16.37
14.56

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
% 2.14
Benchmark
Nifty Financial Services
AUM
₹ 1678.66
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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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