Overview (as on 04 Aug 2021)

NAV

₹62.1695

1y returns

66.02%

Fund AUM

₹373 Cr

Expense Ratio

1.18%

Min SIP

₹100

Min Lumpsum

₹100

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
100.00%
Size Breakup
Large Cap
82.59%
Mid Cap
9.88%
Small Cap
7.53%

Key Metrics

Beta 

0.99

Std deviation 

25.18%

Sharpe Ratio 

0.43

Holdings

Fund Details

Investment Objectives
To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.
Scheme Name
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Rohit Seksaria
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Other Related Plans

Peer Funds

Sundaram Financial Services Opportunities Fund ...

NAV

₹62.1695

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Rohit Seksaria
Rohit Seksaria

Manager

Work Experience
"null"
S Krishnakumar
S Krishnakumar

leader

Qualifications
BE, PGDBA (Financial & Portfolio Management)
Work Experience
"19.5 years experience (Anush Shares & Securities-7, Lucas TVS, an auto electricals major-6)"
Rahul Baijal
Rahul Baijal

leader

Work Experience
"null"
Ratish Varier
Ratish Varier

manager

Work Experience
"null"

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