₹ 1,268.85 Cr
2.13%
Nifty Financial Services TRI
INF903J01603
100.0
100.0
250
Rohit Seksaria, Ashish Aggarwal
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 33.89 | 18.88 | 16.4 |
NiftyFinancialServices TRI | 16.51 | 11.58 | 11.72 |
Equity
Debt
Others
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.
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 | Holdings (%) |
---|---|
Financial | 92.18 |
Others | 3.12 |
Insurance | 2.71 |
Unclassified | 1.98 |
N/A | 0.01 |