Sundaram Financial Services Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ashish Aggarwal, Rohit Seksaria. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.78% |
Benchmark | S&P BSE BANKEX INR |
AUM | ₹1150 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 58.29% |
Size breakup
Sundaram Financial Services Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Option | Absolute Returns | CAGR Returns |
1 Month Returns | 2.97% | 2.97% |
6 Month Returns | 13.32% | 13.32% |
1 Year Returns | 36.14% | 36.14% |
3 Years Returns | 77.14% | 21% |
5 Years Returns | 123.69% | 17.47% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Option | 19.72 | 8.14 | 5.42 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Option | 0.75 | 0.9 | 0.96 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Option | 2.49 | 0.94 | 0.58 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Sundaram Financial Services Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Option | 10.92 | 14.83 | 24.54 |