Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option

What If You Invested in Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option

1-time
Monthly SIP

₹1L

10L

This Fund's Returns

Profit (Absolute Return)

Fund Name

Expenses

CAGR Returns

Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option

Q: What are the average returns of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund ?

The return since inception of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option is 12.51%. The average returns of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option are Years Returns 1 yr 24.29% 3 yrs 16.25% 5 yrs 14.49%

Q: What is the current NAV of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund?

The NAV for the fund as on 01-Dec-2021 is 24.533

Q: How do I invest in Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund?

- Download the INDmoney app - Create your profile - Select any best equity fund from our catalogue - Choose between Starting a SIP or One time lump sum - Complete the payment process

Q: What is the expense ratio of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option fund?

The expense ratio of this fund is 1.18 %

Q: What is the worth of total assets under management (AUM) of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option fund ?

The AUM for the fund as on 01-Dec-2021 is 485 Cr

Q: What are the top holdings of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund?

The top holdings include HDFC Bank Ltd 20.22% ICICI Bank Ltd 17.64% Housing Development Finance Corp Ltd 9.47% State Bank of India 8.09% Axis Bank Ltd 7.14%

Q: What are the top sectors Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund has invested in?

The fund has majorly invested in Cash Equivalent 100% Financial Services 100%

Equity

Direct

Very High Risk

Sector - Financial Services

NAV: ₹ 24.5 as on 30-11-2021

About the Fund

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 Ratish Varier, Rahul Baijal. The fund could potentially beat inflation in the long-run.

Key parameters

1) Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has a NAV of 24.533 as on 01-Dec-2021.

2) Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has 485 Cr worth of assets under management (AUM) as on 01-Dec-2021 and is less than category average.

3) The fund has an expense ratio 1.18 %.

Fund Overview

Expense ratio	1.18%
	Benchmark	S&P BSE BANKEX INR
AUM	₹485 Cr
Inception Date	1 January, 2013
Min Lumpsum/SIP	₹100/₹750
	Exit Load	1%
Lock In	No Lock-in
	TurnOver	17.39%

Fund Distribution

Equity 96.5%
Debt & Cash 3.5%

Size breakup

Large cap

88.16%

Small cap

7.73%

Mid cap

4.12%

Sector Allocation

Top Holdings

All
Equity
Debt & Cash

Total Holdings20

Equity Holdings20

Debt Holdings3

HDFC Bank Ltd	20.2%
ICICI Bank Ltd	17.6%
Housing Development Finance Corp Ltd	9.5%
State Bank of India	8.1%
Axis Bank Ltd	7.1%
Bajaj Finserv Ltd	6.6%
Kotak Mahindra Bank Ltd	6.1%
Treps	3.2%

See all

Fund Highlights

About the fund

This fund has delivered an average annual returns of 12.5% since inception which is more than its category average return of 11.85%

Fund Allocations

This fund has an allocation of 96.5% in Equity, 0% in Debt and 3.5% in Cash related instruments

AUM size ₹485 Cr

This fund has AUM of ₹485 Cr which is less than its category average of ₹ 1312 Cr

Expense Ratio 1.18%

This fund has an expense ratio of 1.18% which is less than its category average expense ratio of 1.67%

AMC details

Fund House

Sundaram Asset Management Company Ltd

rahulm@sundarammutual.com

Phone

+914428583362/3367

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

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Frequently Asked Questions

What are the average returns of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund ?

What is the current NAV of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund?

How do I invest in Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund?

What is the expense ratio of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option fund?

What is the worth of total assets under management (AUM) of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option fund ?

What are the top holdings of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund?

What are the top sectors Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund has invested in?

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Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option

NAV: ₹ 24.5 as on 30-11-2021

Fund Overview

Fund Distribution

Top Holdings

Fund Highlights

Fund Manager

About the fund

Fund Allocations

AUM size ₹485 Cr

Expense Ratio 1.18%

AMC details

Similar Funds

What are the average returns of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund ?

What is the current NAV of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund?

How do I invest in Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund?

What is the expense ratio of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option fund?

What is the worth of total assets under management (AUM) of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option fund ?

What are the top holdings of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund?

What are the top sectors Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option Fund has invested in?