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: 2.1% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,547.92 Cr As on 31-07-2025(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Turn over: 66% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment.

97.3063

14.11%

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 12.75
Sharpe Ratio 1.07
Alpha 3.82
Beta 0.92
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 -1.77 13.4 16.54 19.79 13.56
DSP Banking & Financial Services Fund - Regular - Growth 15-12-2023 11.83 - - - -
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 10.18 21.32 17.69 19.63 16.43
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 9.33 - - - -
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 8.6 17.64 15.57 17.53 12.0
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 6.7 15.05 14.99 18.99 13.7
Helios Financial Services Fund - Regular Plan - Growth Option 13-06-2024 6.61 - - - -
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 6.56 14.04 15.86 - -
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 6.2 13.52 16.75 18.33 -
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 5.91 15.43 15.05 18.67 11.2

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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