Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)
Fund House: Sundaram Mutual Fund| Category: Equity: Sectoral-Banking and Financial Services |
| Launch Date: 10-06-2008 |
| Asset Class: Equity |
| Benchmark: Nifty Financial Services TRI |
| TER: 2.13% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,258.41 Cr As on (30-04-2024) |
| Turn over: 71% | Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
30.4366
0.22 (0.7297%)
14.01%
Benchmark: 17.5%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks long-term capital appreciation by investing predominantely in equity and equity related securities of Indian companies engaged in the banking and financial services.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | 0.8 |
| Alpha | -0.83 |
| Beta | 0.95 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.79%
Others
4.97%
Large Cap
71.65%
Mid Cap
3.6%
