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:
₹ 1,258.41 Cr
Expense Ratio
2.13%
Benchmark
Nifty Financial Services TRI
ISIN
INF903J01603
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
250
Fund Manager
Rohit Seksaria, Ashish Aggarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 30.58 | 19.76 | 16.85 |
| NiftyFinancialServices TRI | 10.52 | 12.35 | 12.5 |
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
30.1338
Last change
0.06 (0.2018%)
Fund Size (AUM)
₹ 1,258.41 Cr
Performance
13.95% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Rohit Seksaria, Ashish Aggarwal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 16.16 |
| HDFC Bank Ltd. | 15.69 |
| Axis Bank Ltd. | 9.38 |
| State Bank of India | 6.34 |
| Power Finance Corporation Ltd. | 5.37 |
| Ujjivan Financial Services Ltd. | 4.16 |
| Bajaj Finance Ltd. | 3.86 |
| Cholamandalam Financial Holdings Ltd. | 3.77 |
| Equitas Small Finance Bank Ltd. | 3.71 |
| Shriram Finance Ltd | 3.61 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 92.56 |
| Insurance | 2.87 |
| Others | 2.59 |
| Unclassified | 1.99 |