Sundaram Fin Serv Opportunities – Direct Growth
100
Min SIP
100
Min Lumpsum
0.97 %
Expense Ratio
Rating
658
Fund Size (in Cr)
10 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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 30.4% | 29.8% | 13.6% | 13.1% | ||||
| Category Average | 20.8% | 25% | 12.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
St Bk of India
Axis Bank
H D F C
Others
Advance Ratio
0.3
Alpha
6.22
SD
0.95
Beta
0.39
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| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,373
-
32%Fund Size - 2,373
-
41.9%Fund Size - 2,373
-
17.5%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
-0.6%Fund Size - 9,940
-
36.3%Fund Size - 9,940
-
20.9%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
29.5%Fund Size - 1,241
-
34.6%Fund Size - 1,241
-
15.7%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 95
-
21%Fund Size - 95
-
32.7%Fund Size - 95
-
14.4%Fund Size - 95
-
- Equity .
- Sectoral / Thematic .
-
- 681
-
31.8%Fund Size - 681
-
30.3%Fund Size - 681
-
13.7%Fund Size - 681
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
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 ₹77.6 as of 09 June 2023.
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
- ICICI Bank - 18.54%
- HDFC Bank - 13.52%
- St Bk of India - 8.67%
- Axis Bank - 8.14%
- H D F C - 7.55%
How much returns have Sundaram Fin Serv Opportunities – Direct Growth generated ?
The Sundaram Fin Serv Opportunities – Direct Growth has delivered 13.1% 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 0.97 % as of 09 June 2023.
What is the AUM of Sundaram Fin Serv Opportunities – Direct Growth?
The AUM of Sundaram Fin Serv Opportunities – Direct Growth is ₹39,953 Cr as of 09 June 2023
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
- ICICI Bank - 18.54%
- HDFC Bank - 13.52%
- St Bk of India - 8.67%
- Axis Bank - 8.14%
- H D F C - 7.55%