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
77.737
(27/09/2023)
L 52Wk H
59.13
79.06
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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
77.737
(27/09/2023)
Time to Invest
Sundaram Financial Services Opportunities Fund - Regular Plan - Growth
Rating
L 52Wk H
59.13
79.06
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
3.33%
3M
7.30%
6M
25.63%
Annualised
1Y
29.64%
3Y
30.59%
5Y
16.85%
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

831.03 Cr
Sundaram Financial Services Opportunities Fund - Regular Plan - Growth AUM is 53% 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

2.29%

Turnover Ratio

60.00%