Sundaram Fin Serv Opportunities - Direct (G)

Sundaram Fin Serv Opportunities - Direct (G)

AMC Name: Sundaram Mutual Fund

Riskometer

High

Investment Objective

Bench Mark Nifty Finance TRI
Fund Manager S Krishnakumar
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 180.03
Minimum SIP/LUMPSUM ` 100/ ` 1000
Increment SIP/LUMPSUM ` 1/ ` 0
SIP Dates 1,7,14,20,25
Entry Load 1.00% - If redeemed/switched out within 12 months from the date of allotment. Nil - If redeemed/switched out after 12 months from the date of allotment.
Exit Load 1.00% - If redeemed/switched out within 12 months from the date of allotment. Nil - If redeemed/switched out after 12 months from the date of allotment.
Expense Ratio 2.14

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 3.99% 3.29%
3 Month -2.12% -4.01%
6 Month 5.97% 4.64%
1 Year 14.53% 19.13%
3 Year 10.86% 17.22%
5 Year 12.03% 15.26%
Since Inception 11.56% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others