Sundaram Fin Serv Opportunities – Direct Growth

Equity | Sectoral / Thematic Mutual Funds
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹100 ₹100 1.13 % 4★ ₹618 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹100 ₹100 1.13 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹618 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 15.6% 13.8% 12.7% 13.1%
Category Average 8.0% 11.4% 14.1% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
19.34%
HDFC Bank
18.24%
Axis Bank
9.89%
St Bk of India
9.88%
H D F C
6.14%
Others
36.51%
Banks
70.2%
Finance
16.48%
Debt
5.06%
Insurance
4.2%
Cash & Others
1.12%
Others
2.93%
Equity
93.82%
Reverse Repos
5.06%
Net Curr Ass/Net Receivables
1.12%

Fund House Details

Sundaram Mutual Fund

Sundaram Fin Serv Opportunities – Direct Growth

Fund Manager
Rohit Seksaria

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Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged.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

Advance Ratio

0.01 1.31 1.05 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

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

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"
The Sundaram Fin Serv Opportunities – Direct Growth has delivered 13.1% since inception
The NAV of Sundaram Fin Serv Opportunities – Direct Growth is ₹72.9 as of 02 December 2022.
The expense ratio of Sundaram Fin Serv Opportunities – Direct Growth is 1.13 % as of 02 December 2022.
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”.
Invest Now