Sundaram Mutual Fundimage

Sundaram Financial Services Opportunities Fund - Institutional Plan

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (22 Nov 24)

₹ 33.83

AUM (in Cr)

₹ 1452.94

5 Years CAGR

% 9.25

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
-2.42
-10.84
-3.39
10.31
9.51
9.25
Nifty Financial Services
-0.29
1.67
11.17
21.95
10.16
11.91
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
₹ 1452.94
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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