Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund - Institutional Plan

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (20 Dec 24)

₹ 108.48

AUM (in Cr)

₹ 1449.84

5 Years CAGR

% 16.22

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Financial Services Opportunities Fund - Institutional Plan
2.05
-5.77
-1.13
10.00
20.25
16.22
Nifty Financial Services
0.82
-4.79
2.77
12.38
13.09
10.83
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

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
% 2.80
Benchmark
Nifty Financial Services
AUM
₹ 1449.84
Inception Date
17 Apr 2008
Turnover Ratio
% 39.00
Exit Load
Nil
Asset Class
Equity
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Sundaram Mutual Fund

Total AUM

₹ 67164.09

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 - Institutional Plan

EquitySectoral/Thematic
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