Sundaram FInancial Services Opportunities Fund Regular Plan - Growth
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: 2.08% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,590.78 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 24.7% | Exit Load: 0.50% on or before 30D, Nil after 30D |
111.0576
1.85 (1.6681%)
14.22%
Benchmark: 0.01%
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 | 16.7 |
| Sharpe Ratio | 0.53 |
| Alpha | 2.9 |
| Beta | 0.99 |
| 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
27.6%
Others
2.7%
Large Cap
60.17%
Mid Cap
9.53%
