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 Rohit Seksaria, Ashish Aggarwal. The fund could potentially beat inflation in the long-run.
1) Sundaram Financial Services Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Option has a NAV of ₹25.923 as on 08-02-2023.
2) Sundaram Financial Services Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Option has ₹601 Cr worth of assets under management (AUM) as on 31-12-2022 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 | ₹601 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 Reinvestment Inc Dist cum Cap Wdrl Option | Absolute Returns | CAGR Returns |
1 Month Returns | -1.28% | -1.28% |
6 Month Returns | 8.37% | 8.37% |
1 Year Returns | 10.6% | 10.6% |
3 Years Returns | 38.64% | 11.51% |
5 Years Returns | 69.34% | 11.11% |
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 | 5.35 | 2.43 | -0.7 |
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 | 0.98 | 0.98 | 0.99 |
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 | 0.22 | 0.37 | 0.3 |
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 | 19.44 | 30.41 | 26.05 |
Mutual Fund execution provided by
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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.