Overview ( as on 20/06/24 )

NAV
₹97.72
Last change
₹0.04 +0.0%
Fund Size (AUM)
1268.85 Cr
Performance
17.61% (5Y)

Fund Details

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Sundaram Financial Services Opportunities Fund Regular Plan Growth
as of 20/06/24
AUM

1268.85 Cr

Expense Ratio

2.13 %

Benchmark

Nifty Financial Services TR INR

ISIN

INF903J01629

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 Growth 36.88% 20.92% 17.61%
Nifty Financial Services TR INR 11.5% 11.4% 9.6%

Top 10 Holdings

HDFC Bank Ltd

15.68%

ICICI Bank Ltd

15.62%

Axis Bank Ltd

9.27%

State Bank of India

6.32%

Power Finance Corp Ltd

5.94%

Ujjivan Small Finance Bank Ltd Ordinary Shares

4.15%

Cholamandalam Financial Holdings Ltd

3.76%

Bajaj Finance Ltd

3.71%

Equitas Small Finance Bank Ltd Ordinary Shares

3.7%

Can Fin Homes Ltd

3.41%

Sector Allocation

Financial

100.0%

Asset Allocation

  • 95%

    Equity
  • 5%

    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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