Sundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout

Equity Create Wealth
Sectoral Fund - Banks & Financial Services
Category Rank
Sundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout
Rating
Fund
Time to Invest
Sundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout
NAV
20.6583
(23/05/2022)
L 52Wk H
19.99
25.01
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Sundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout

Equity
Sectoral Fund - Banks & Financial Services
Create Wealth
Rank Sundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout
Fund
NAV
20.6583
(23/05/2022)
Time to Invest
Sundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout
Rating
L 52Wk H
19.99
25.01
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
-6.63%
3M
-8.35%
6M
-11.60%
Annualised
1Y
-3.22%
3Y
7.50%
5Y
7.69%
Historical NAV
NAV for scheme Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 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 - Idcw Payout

AUM

493.51 Cr
Sundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout AUM is 62% lower than other schemes in the category

Load

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

Expense Ratio

2.75%

Turnover Ratio

15.00%