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Sundaram Financial Services Opportunities Fund Regular Plan - Growth

NAV
₹ 55.4016 ₹ 0.75 (1.35 %)
as on 27-05-2022
Asset Size (AUM)
511.19 Cr
Launch Date
Jun 10, 2008
Investment Objective
The scheme seeks long-term capital appreciation by investing predominantely in equity and equity related securities of Indian companies engaged in the banking and financial services.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Jun 10, 2008

13.02

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.79 %
Expense Ratio
2.62%
Volatility
18.54 %
Fund House
Sundaram Mutual Fund
Fund Manager
Ashish Aggarwal,Rohit Seksaria
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 5-7 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 27-05-2022

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 10-06-2008 -0.54 34.18 7.84 8.26 13.19
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 4.06 46.49 3.53 6.89 14.37
Taurus Banking & Financial Services Fund - Regular Plan - Growth 22-05-2012 -0.15 30.81 5.92 8.96 12.29
Mirae Asset Banking and Financial Services Fund Regular Growth 10-12-2020 -0.86 0.0 0.0 0.0 0.0
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 -1.54 35.69 0.88 4.0 11.47
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 01-12-2013 -1.77 38.5 4.14 7.1 0.0
Invesco India Financial Services Fund - Retail Growth 14-07-2008 -1.95 30.34 5.71 8.69 15.02
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 -1.96 39.13 3.84 7.02 17.11
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 -2.44 30.03 3.47 6.53 0.0
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 -2.77 32.27 5.96 11.01 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings