Home Sundaram Mutual FundSundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout

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
  • It has a relatively higher expense ratio
  • It holds a large number of poor quality high risk stocks
  • The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes.
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
Sundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout
NAV
25.5209
 (07/06/2023)
L 52Wk H
19.80
25.36
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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
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
NAV
25.5209
 (07/06/2023)
Time to Invest
Sundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout
Rating
  • It has a relatively higher expense ratio
  • It holds a large number of poor quality high risk stocks
  • The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes.
L 52Wk H
19.80
25.36
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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
5.79%
3M
9.15%
6M
5.77%
Annualised
1Y
29.42%
3Y
27.50%
5Y
12.02%
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

658.64 Cr
Sundaram Financial Services Opportunities Fund - Regular Plan - Idcw Payout AUM is 58% 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

2.36%

Turnover Ratio

56.00%

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