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:
₹ 1,548.09 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
FM1 - Mr. Rohit Seksaria; FM2 - Mr. Ashish Aggarwal; FM3 - Mr. Dwijendra Srivastava
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) | 8.63 | 26.21 | 24.94 |
| NiftyFinancialServices TRI | 19.11 | 21.95 | 22.29 |
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
32.4488
Last change
0.14 (0.4296%)
Fund Size (AUM)
₹ 1,548.09 Cr
Performance
13.96% (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
Fund Manager
FM1 - Mr. Rohit Seksaria; FM2 - Mr. Ashish Aggarwal; FM3 - Mr. Dwijendra Srivastava
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 19.17 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 12.51 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 9.7 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.27 |
| TREPS | 5.08 |
| PNB HOUSING FINANCE LTD EQ | 4.61 |
| Shriram Finance Limited | 4.48 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 4.14 |
| CSB BANK LIMITED EQ | 3.88 |
| DCB BANK LIMITED EQ | 3.7 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 93.69 |
| N/A | 6.31 |