Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Category: Equity: Sectoral-Banking and Financial Services
Launch Date: 10-06-2008
AUM:
₹ 1,604.71 Cr
Expense Ratio
2.09%
Benchmark
NIFTY Financial Services TRI
ISIN
INF903J01629
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1 - Mr. Rohit Seksaria; FM2 - Mr. Ashish Aggarwal; FM3 - Mr. Dwijendra Srivastava
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | 2.84 | 19.15 | 23.11 |
| Nifty Financial Services TRI | 14.17 | 15.73 | 20.77 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
101.2199
Last change
-1.67 (-1.646%)
Fund Size (AUM)
₹ 1,604.71 Cr
Performance
14.43% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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
Fund Manager
FM1 - Mr. Rohit Seksaria; FM2 - Mr. Ashish Aggarwal; FM3 - Mr. Dwijendra Srivastava
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 19.03 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 12.07 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 9.41 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.13 |
| Shriram Finance Limited | 4.78 |
| PNB HOUSING FINANCE LTD EQ | 4.72 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 4.38 |
| CSB BANK LIMITED EQ | 4.04 |
| UJJIVAN SMALL FINANCE BANK LIMITED EQ | 3.58 |
| Cash and Other Net Current Assets | 3.52 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 94.92 |