Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Category: Equity: Sectoral-Banking and Financial Services
Launch Date: 10-06-2008
AUM:
₹ 1,268.85 Cr
Expense Ratio
2.13%
Benchmark
Nifty Financial Services TRI
ISIN
INF903J01629
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 - Growth | 34.55 | 19.49 | 16.99 |
| NiftyFinancialServices TRI | 16.51 | 11.58 | 11.72 |
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
95.8425
Last change
0.61 (0.6379%)
Fund Size (AUM)
₹ 1,268.85 Cr
Performance
15.14% (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 (%) |
|---|---|
| HDFC Bank Ltd. | 15.68 |
| ICICI Bank Ltd. | 15.62 |
| Axis Bank Ltd. | 9.27 |
| State Bank of India | 6.32 |
| Power Finance Corporation Ltd. | 5.94 |
| Ujjivan Small Finance Bank Ltd. | 4.15 |
| Cholamandalam Financial Holdings Ltd. | 3.76 |
| Bajaj Finance Ltd. | 3.71 |
| Equitas Small Finance Bank Ltd. | 3.7 |
| Can Fin Homes Ltd. | 3.41 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 92.18 |
| Others | 3.12 |
| Insurance | 2.71 |
| Unclassified | 1.98 |
| N/A | 0.01 |