Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Rohit Seksaria, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.
1) Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has a NAV of ₹25.3213 as on 27-01-2023.
2) Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has ₹619 Cr worth of assets under management (AUM) as on 30-11-2022 and is less than category average.
3) The fund has an expense ratio 0.5 %.
Expense ratio | 0.5% |
Benchmark | S&P BSE BANKEX INR |
AUM | ₹619 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 2% |
Lock In | No Lock-in |
TurnOver | 30.72% |
Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option | Absolute Returns | CAGR Returns |
1 Month Returns | -4.64% | -4.64% |
6 Month Returns | 9.55% | 9.55% |
1 Year Returns | 7.6% | 7.6% |
3 Years Returns | 37.37% | 11.16% |
5 Years Returns | 56.92% | 9.43% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option | 6.66 | 2.53 | -1.15 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option | 0.98 | 0.98 | 0.98 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option | 0.71 | 0.41 | 0.37 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option | 18.84 | 30.26 | 25.99 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.