Sundaram Fin Serv Opportunities-Ins(D)

Sundaram Fin Serv Opportunities-Ins(D)

AMC Name: Sundaram Mutual Fund

Riskometer

High

Investment Objective

Bench Mark Nifty Finance TRI
Fund Manager S Krishnakumar
Fund Horizon OPEN
Inception Date 10-Jun-2008
Scheme AUM(CR) ` 203.93
Minimum SIP/LUMPSUM ` 100/ ` 100
Increment SIP/LUMPSUM ` 0/ ` 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 2.15

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 6.20% 5.99%
3 Month 12.35% 11.75%
6 Month 12.45% 6.43%
1 Year 26.47% 26.56%
3 Year 15.39% 23.44%
5 Year 11.71% 15.41%
Since Inception 12.65% 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