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: 2.11% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,459.76 Cr As on 29-08-2025(Source:AMFI)
Turn over: 66% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment.

100.6437

14.29%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Financial Services TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
2 Years 2 Months
9 Years 5 Months
12 Years 7 Months
16 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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

Current Asset Allocation (%)

Indicators

Standard Deviation 13.3
Sharpe Ratio 0.77
Alpha 2.74
Beta 0.95
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 Regular Plan - Growth 10-06-2008 -0.45 12.81 16.08 22.15 14.24
DSP Banking & Financial Services Fund - Regular - Growth 15-12-2023 13.55 - - - -
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 11.26 20.52 17.04 21.76 16.89
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 9.88 16.78 14.67 19.63 12.5
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 8.89 - - - -
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 7.95 14.83 14.35 21.22 11.88
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 7.35 13.48 15.32 - -
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 7.12 13.8 14.37 20.85 14.18
Helios Financial Services Fund - Regular Plan - Growth Option 13-06-2024 7.08 - - - -
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 6.34 13.15 15.81 20.25 -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

20.94%

Others

4.7%

Large Cap

65.66%

Mid Cap

8.43%

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