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Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

Category: Equity: Sectoral-Banking and Financial Services Launch Date: 10-06-2008
AUM:

₹ 1,513.67 Cr

Expense Ratio

2.1%

Benchmark

NIFTY Financial Services TRI

ISIN

INF903J01603

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Mr. Rohit Seksaria

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 8.73 18.2 21.04
Nifty Financial Services TRI 17.17 15.91 19.21
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
32.935
Last change
-0.11 (-0.3194%)
Fund Size (AUM)
₹ 1,513.67 Cr
Performance
13.75% (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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

Fund Manager
Mr. Rohit Seksaria
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 19.42
ICICI BANK LIMITED EQ NEW FV RS. 2/- 11.93
AXIS BANK LIMITED EQ NE FV RS. 2/- 9.94
STATE BANK OF INDIA EQ NEW RE. 1/- 5.78
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- 4.53
Shriram Finance Limited 4.42
TREPS 4.28
CSB BANK LIMITED EQ 4.03
PNB HOUSING FINANCE LTD EQ 3.9
BANK OF BARODA EQ NEW FV RS. 2/- 3.77

Sector Allocation

Sector Holdings (%)
Financial Services 94.61