Overview ( as on 26/05/23 )

NAV
₹24.97
Last change
₹0.16 +0.01%
Fund Size (AUM)
658.64 Cr
Performance
11.54% (5Y)

Fund Details

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Sundaram Financial Services Opportunities Fund Regular Plan Payout Inc Dist cum Cap Wdrl option
as of 26/05/23
AUM

658.64 Cr

Expense Ratio

2.36 %

Benchmark

IISL Nifty Financial Services TR INR

ISIN

INF903J01603

Fund Manager

Rohit Seksaria

Exit Load

2.0% if redeemed within 0-18 months

0% if redeemed after 18 months

Fund Performance 1Y 3Y 5Y
Sundaram Financial Services Opportunities Fund Regular Plan Payout Inc Dist cum Cap Wdrl option 26.42% 33.03% 11.54%
IISL Nifty Financial Services TR INR 17.93% 25.59% 11.32%

Top 10 Holdings

ICICI Bank Ltd
19.25%

HDFC Bank Ltd
15.2%

State Bank of India
9.29%

Axis Bank Ltd
8.22%

Housing Development Finance Corp Ltd
7.42%

Canara Bank
3.31%

Bank of Baroda
3.2%

IndusInd Bank Ltd
3.0%

CSB Bank Ltd Ordinary Shares
2.39%

Cholamandalam Financial Holdings Ltd Shs Dematerialised
2.16%

Sector Allocation

Financial
100.0%

Asset Allocation

  • 92%

    Equity

  • 8%

    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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