₹ 1,722.04 Cr
2.19%
Nifty Financial Services TRI
INF903J01603
100.0
100.0
100
Rohit Seksaria, Shalav Saket
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram FInancial Services Opportunities Fund Regular Plan - Income Distribution Cum Capital Withdrawal (IDCW) | -0.05 | 8.7 | 10.81 |
| Nifty Financial Services TRI | -6.08 | 8.44 | 7.25 |
Equity
Debt
Others
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.
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 11.46 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 10.05 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 8.17 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.88 |
| Kotak Mahindra Bank Limited | 5.54 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 5.17 |
| DCB BANK LIMITED EQ | 4.79 |
| Shriram Finance Limited | 4.33 |
| PNB HOUSING FINANCE LTD EQ | 4.21 |
| BANK OF BARODA EQ NEW FV RS. 2/- | 3.72 |
| Sector | Holdings (%) |
|---|---|
| Financial Services | 97.57 |
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram FIn Services Opp Reg IDCW | 10.81 |