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Turn over: 66% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.

103.0785

14.39%

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. 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 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 3.8 14.75 18.76 22.05 14.02
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 14.34 23.2 19.59 21.82 16.64
DSP Banking & Financial Services Fund - Regular - Growth 15-12-2023 11.56 - - - -
ITI Banking and Financial Services Fund -Regular Plan - Growth Option 07-12-2021 10.79 13.1 14.01 - -
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 10.15 - - - -
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 9.77 15.84 18.05 - -
Helios Financial Services Fund - Regular Plan - Growth Option 13-06-2024 9.76 - - - -
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 9.67 15.46 18.41 20.11 -
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 9.34 17.48 17.02 21.14 11.44
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 8.69 18.57 16.89 19.43 12.13

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

20.49%

Others

4.62%

Large Cap

66.94%

Mid Cap

7.62%

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