Sundaram Fin Serv Opportunities – Direct Growth

Equity · Sectoral / Thematic
 · ★★★★★
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.78 %
Expense Ratio
★★★★★
Rating
1,171
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 38.4% 22.4% 18.6% 14.5%
Category Average 13.5% 12.8% 12.4% -

Scheme Allocation

By Holding
By Sector
By Asset
17.5%
15.05%
8.06%
Others
48.09%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 17.5%
HDFC Bank Banks Equity 15.05%
Axis Bank Banks Equity 8.06%
St Bk of India Banks Equity 6.2%
Power Fin.Corpn. Finance Equity 5.1%
Bajaj Finance Finance Equity 4.34%
Chola Financial Finance Equity 4.18%
Can Fin Homes Finance Equity 3.72%
Ujjivan Fin.Ser. Finance Equity 3.62%
Shriram Finance Finance Equity 3.59%
Equitas Sma. Fin Banks Equity 3.51%
Union Bank (I) Banks Equity 2.43%
ICICI Pru Life Insurance Equity 2.14%
CSB Bank Banks Equity 2.01%
Bank of Baroda Banks Equity 1.88%
Indian Bank Banks Equity 1.8%
Bank of India Banks Equity 1.75%
IndusInd Bank Banks Equity 1.52%
REC Ltd Finance Equity 1.5%
AAVAS Financiers Finance Equity 1.36%
CreditAcc. Gram. Finance Equity 1.19%
SBI Life Insuran Insurance Equity 1.11%
Angel One Stock/ Commodity Brokers Equity 0.83%
Cholaman.Inv.&Fn Finance Equity 0.41%
Banks
62.76%
Finance
28.78%
Debt
4.13%
Insurance
3.56%
Others
1.04%
Equity
94.8%
Reverse Repos
3.32%
Mutual Funds Units
1.54%
T-Bills
0.41%
Net Curr Ass/Net Receivables
-0.08%

Advance Ratio

8.75
Alpha
4.33
SD
0.91
Beta
0.77
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Fund Objective

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 sector.

Fund Managers

Rohit Seksaria

Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.

 

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Fin Serv Opportunities – Direct Growth ?

You can invest in Sundaram Fin Serv Opportunities – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Fin Serv Opportunities – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Fin Serv Opportunities – Direct Growth ?

The NAV of Sundaram Fin Serv Opportunities – Direct Growth is ₹99.7 as of 23 April 2024.

How to redeem Sundaram Fin Serv Opportunities – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Fin Serv Opportunities – Direct Growth?

The minimum SIP amount of Sundaram Fin Serv Opportunities – Direct Growth is ₹100

What are the top sectors Sundaram Fin Serv Opportunities – Direct Growth has invested in?

The top sectors Sundaram Fin Serv Opportunities – Direct Growth has invested in are
  1. Banks - 62.76%
  2. Finance - 28.78%
  3. Debt - 4.13%
  4. Insurance - 3.56%
  5. Others - 1.04%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Fin Serv Opportunities – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Fin Serv Opportunities – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Fin Serv Opportunities – Direct Growth generated ?

The Sundaram Fin Serv Opportunities – Direct Growth has delivered 14.5% since inception

What is the expense ratio of Sundaram Fin Serv Opportunities – Direct Growth ?

The expense ratio of Sundaram Fin Serv Opportunities – Direct Growth is 0.78 % as of 23 April 2024.

What is the AUM of Sundaram Fin Serv Opportunities – Direct Growth?

The AUM of Sundaram Fin Serv Opportunities – Direct Growth is ₹49,195 Cr as of 23 April 2024

What are the top stock holdings of Sundaram Fin Serv Opportunities – Direct Growth?

The top stock holdings of Sundaram Fin Serv Opportunities – Direct Growth are
  1. ICICI Bank - 17.5%
  2. HDFC Bank - 15.05%
  3. Axis Bank - 8.06%
  4. St Bk of India - 6.2%
  5. Power Fin.Corpn. - 5.1%

How can I redeem my investments in Sundaram Fin Serv Opportunities – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Fin Serv Opportunities – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now