Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

Equity
Direct
Very High Risk
Sector - Financial Services

NAV: ₹ 67.2 as on 14-10-2021

Fund Overview

Expense ratio
Expense ratio
1.18%
Benchmark
Benchmark
S&P BSE BANKEX INR
AUM
AUM
₹444 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹750
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
17.39%

Fund Distribution

  • Equity 97.3%
  • Debt & Cash 2.7%
Size breakup
Large cap
85.59%
Small cap
8.22%
Mid cap
6.19%
Sector Allocation
Financial Services
100%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings28
Equity Holdings26
Debt Holdings2

Fund Highlights

Fund Manager
Fund Manager

Fund Manager

Ratish Varier,Rahul Baijal
About the fund

About the fund

This fund has delivered an average annual returns of 13.96% since inception which is less than its category average return of 15.64%
Fund Allocations

Fund Allocations

This fund has an allocation of 97.3% in Equity, 0% in Debt and 2.7% in Cash related instruments
AUM size ₹444 Cr

AUM size ₹444 Cr

This fund has AUM of ₹444 Cr which is less than its category average of ₹ 1379 Cr
Expense Ratio 1.18%

Expense Ratio 1.18%

This fund has an expense ratio of 1.18% which is less than its category average expense ratio of 1.63%

AMC details

Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583362/3367
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,
We are a SEBI registered investement advisor