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Sundaram Financial Services Opportunities Fund Direct-Growth Sundaram Financial Services Opportunities Fund Direct-Growth Sundaram Financial Services Opportunities Fund Direct-Growth Sundaram Financial Services Opportunities Fund Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 5000 1 rating rating rating rating rating Sundaram Financial Services Opportunities Fund Direct-Growth 3 5

Equity Sectoral-Banking

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

30.66%

3 Yrs CAGR returns

13.2%

5 Yrs CAGR returns

10.27%

NAV as on 27 Dec

₹ 49.66 by 0.61 ( -0.37%)

Expense ratio

2.14

Exit load

1%

Fund Size (Cr)

₹ 177.72


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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Similar Funds
Top Holdings
Top 10 Sectors %
Financial 88.06
Others 4.64
Life Insurance 4.04
General Insurance 1.86
1.37
Top 10 Sectors %
Banking 22.12
Banking 15.68
Housing Finance 13.27
Others 10.33
Banking 9.82
Banking 8.45
Hire Purchase 3.89
Banking 3.36
Life Insurance 3.03
Misc. Fin.services 2.62
Fund house details
Fund House Sundaram Mutual Fund
Fund Manager Rahul Baijal
Fund Setup Date 01 Jan 2013
Address Sundaram Towers, 2nd Floor, 46, Whites Road, Royapettah
Contact (044) 28583362/ 28583367/ 28569900/1800 103 7237
Email ID customerservices@sundarammutual.com