Sundaram Financial Services Opportunities Fund - Regular Plan - Growth

Equity Create Wealth
Sectoral Fund - Banks & Financial Services
Category Rank
Sundaram Financial Services Opportunities Fund - Regular Plan - Growth
Rating
Fund
Time to Invest
Sundaram Financial Services Opportunities Fund - Regular Plan - Growth
NAV
61.4946
(12/08/2022)
L 52Wk H
51.24
64.72
Login using to know what your Friends are Investing !

Sundaram Financial Services Opportunities Fund - Regular Plan - Growth

Equity
Sectoral Fund - Banks & Financial Services
Create Wealth
Rank Sundaram Financial Services Opportunities Fund - Regular Plan - Growth
Fund
NAV
61.4946
(12/08/2022)
Time to Invest
Sundaram Financial Services Opportunities Fund - Regular Plan - Growth
Rating
L 52Wk H
51.24
64.72
Investment Objective

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector. .

Category
  • Equity - Sectoral Fund - Banks & Financial Services
Benchmark
  • Nifty Financial Services - TRI
Returns
Absolute
1M
11.25%
3M
17.03%
6M
2.63%
Annualised
1Y
6.14%
3Y
13.43%
5Y
10.29%
Historical NAV
NAV for scheme Sundaram Financial Services Opportunities Fund Regular Plan - Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Sundaram Financial Services Opportunities Fund - Regular Plan - Growth

AUM

568.45 Cr
Sundaram Financial Services Opportunities Fund - Regular Plan - Growth AUM is 60% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 25% of units and 1% for remaining units on or before 365D Nil after 365D
Lock In Period - NIL

Expense Ratio

2.54%

Turnover Ratio

54.00%