Sundaram Fin Serv Opportunities (IDCW)

  • 5 years return (%) 14.45%
  • AUM (₹) ₹444.33 Cr
  • NAV (₹) 24.2773
  • Rating 2

Performance

1Y 3Y 5Y Max
Fund Return 60.69% 20.65% 14.45% 179.08%
Category Average 62.94% 22.13% 20.12% 19.66%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
60.69%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Sundaram Fin Serv Opportunities (IDCW) 2.58 444.3258 +21%
HDFC Banking & Financial Services Fund (G) 2.25 2180.7808 +0%
Tata Banking & Financial Services Fund (G) 2.26 821.4822 +20%
Mirae Asset Banking&Financial Services Fund (G) 2.46 774.0288 +0%
UTI-Banking and Financial Services Fund (G) 2.53 749.8153 +13%

Fund Risk

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Sector

Asset Classes

Constituents

  • HDFC Bank

    Automobile Sector
    Equity Instrument
    21.3% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    14.9% % Assets
  • H D F C

    Automobile Sector
    Equity Instrument
    10.0% % Assets
  • Axis Bank

    Automobile Sector
    Equity Instrument
    8.1% % Assets
  • St Bk of India

    Automobile Sector
    Equity Instrument
    8.0% % Assets

AMC Details

Sundaram Mutual Fund

  • 33376.6851 Cr

    AUM

Contact Details

Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014

044-2858 3362/3367 | 044-2858 3156
dhirent@sundarammutual.com