Sundaram FInancial Services Opportunities Fund Direct Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Sectoral-Banking and Financial Services |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: Nifty Financial Services TRI |
| TER: 0.93% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,614.2 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 24.7% | Exit Load: 0.5% - For redemption, withdrawn by SWP /Transfer/ Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by SWP/transfer /Switch/ STP after 30 days from the date of allotment |
120.7184
-0.24 (-0.2015%)
13.31%
Benchmark: 16.49%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.07 |
| Sharpe Ratio | 0.4 |
| Alpha | 2.07 |
| Beta | 0.99 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram FInancial Services Opportunities Fund Direct Plan - Growth | 01-01-2013 | 2.71 | 4.37 | 11.76 | 12.41 | 14.15 |
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
30.7%
Others
2.96%
Large Cap
57.96%
Mid Cap
8.38%
