Overview ( as on 20/12/24 )

NAV
₹29.21
Last change
₹-0.53 -0.02%
Fund Size (AUM)
1449.84 Cr
Performance
13.67% (5Y)

Fund Details

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Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl
as of 20/12/24
AUM

1449.84 Cr

Expense Ratio

2.12 %

Benchmark

Nifty Financial Services TR INR

ISIN

INF903J01611

Fund Manager

Rohit Seksaria

Exit Load

0.5% if redeemed within 0-30 days

0% if redeemed after 30 days


Fund Performance 1Y 3Y 5Y
Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl 7.97% 18.44% 13.67%
Nifty Financial Services TR INR 17.91% 13.29% 10.38%

Top 10 Holdings

HDFC Bank Ltd

13.67%

ICICI Bank Ltd

13.32%

Axis Bank Ltd

8.9%

Bajaj Finance Ltd

5.3%

State Bank of India

5.12%

Shriram Finance Ltd

3.71%

Bank of Baroda

3.64%

PNB Housing Finance Ltd

3.51%

CSB Bank Ltd Ordinary Shares

3.49%

Ujjivan Small Finance Bank Ltd Ordinary Shares

3.37%

Sector Allocation

Financial

100.0%

Asset Allocation

  • 95%

    Equity
  • 4%

    Others
  • 1%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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