Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (20 Jan 25)

₹ 28.66

AUM (in Cr)

₹ 1424.32

5 Years CAGR

% 6.67

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund
-1.88
-6.97
-13.20
-1.15
7.06
6.67
Nifty Financial Services
-2.82
-4.18
-2.57
13.36
9.15
10.60
Sectoral/Thematic
-8.43
-9.48
-5.05
14.84
15.98
20.68

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
% 2.13
Benchmark
Nifty Financial Services
AUM
₹ 1424.32
Inception Date
17 Apr 2008
Turnover Ratio
% 72.80
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Asset Class
Equity
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Sundaram Mutual Fund

Total AUM

₹ 68692.36

No. of Schemes under this AMC

53

Phone

28583362, 28583367

Email

dhirent@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

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Sundaram Financial Services Opportunities Fund

EquitySectoral/Thematic
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