Overview ( as on 17/08/22 )

NAV
₹24.12
Last change
₹0.2 +0.01%
Fund Size (AUM)
568.45 Cr
Performance
10.02% (5Y)

Fund Details

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Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl
as of 17/08/22
AUM

568.45 Cr

Expense Ratio

2.54 %

Benchmark

IISL Nifty Financial Services TR INR

ISIN

INF903J01611

Fund Manager

Rohit Seksaria

Exit Load

1.0% if redeemed within 0-365 days

0% if redeemed after 365 days

Fund Performance 1Y 3Y 5Y
Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl 7.43% 14.2% 10.02%
IISL Nifty Financial Services TR INR 10.06% 9.68% 8.73%

Top 10 Holdings

HDFC Bank Ltd
19.01%

ICICI Bank Ltd
18.55%

State Bank of India
9.77%

Housing Development Finance Corp Ltd
8.38%

Axis Bank Ltd
8.02%

IndusInd Bank Ltd
3.22%

Bank of Baroda
3.03%

Bajaj Finserv Ltd
2.74%

Cholamandalam Investment and Finance Co Ltd
2.62%

Shriram City Union Finance Ltd
2.21%

Sector Allocation

Financial
100.0%

Asset Allocation

  • 94%

    Equity

  • 6%

    Others

  • 0%

    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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