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Sundaram Financial Services Opportunities Fund Regular Plan Growth
Equity financial services
Overview ( as on 26/07/24 )
NAV
₹98.09
Last change
₹1.15 +0.01%
Fund Size (AUM)
1386.75 Cr
Performance
18.13% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Growth
as of 26/07/24
AUM
1386.75 Cr
Expense Ratio
2.11 %
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 | 27.61% | 19.76% | 18.13% |
| Nifty Financial Services TR INR | 18.1% | 14.87% | 11.27% |
Top 10 Holdings
HDFC Bank Ltd |
17.24% |
ICICI Bank Ltd |
11.11% |
Axis Bank Ltd |
9.23% |
State Bank of India |
5.91% |
Cholamandalam Financial Holdings Ltd |
4.62% |
ICICI Securities Ltd |
4.31% |
Shriram Finance Ltd |
3.96% |
CSB Bank Ltd Ordinary Shares |
3.82% |
Can Fin Homes Ltd |
3.67% |
IndusInd Bank Ltd |
3.67% |
Sector Allocation
Financial |
100.0% |
Asset Allocation
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96%
Equity
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4%
Others
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0%
Debt
Risk and Return Category
Risk v/s Category
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Low
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Below Average
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Average
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Above Average
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High
Return v/s Category
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Low
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Below Average
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Average
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Above Average
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High
Related Funds
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Sundaram Fin Services Opp Reg Gr
Equity financial services-
Returns
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18.13% (5Y)
-
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Sundaram Fin Services Opp Reg IDCW-P
Equity financial services-
Returns
-
17.67% (5Y)
-
-
Sundaram Fin Services Opp Reg IDCW-R
Equity financial services-
Returns
-
17.67% (5Y)
-
-
Invesco India Financial Serv Gr
Equity financial services-
Returns
-
16.99% (5Y)
-
-
Invesco India Financial Serv IDCW-P
Equity financial services-
Returns
-
16.99% (5Y)
-
-
Invesco India Financial Serv IDCW-R
Equity financial services-
Returns
-
16.99% (5Y)
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