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: 2.14% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,385.95 Cr As on 31-01-2025(Source:AMFI)
Turn over: 66% | Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

90.127

14.05%

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

The scheme seeks long-term capital appreciation by investing predominantely in equity and equity related securities of Indian companies engaged in the banking and financial services.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.53
Sharpe Ratio 0.63
Alpha 5.04
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 2.58 18.25 15.27 13.7 11.57
DSP Banking & Financial Services Fund - Regular - Growth 15-12-2023 14.03 - - - -
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 11.6 15.87 12.43 11.67 11.81
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 11.18 19.73 14.64 12.31 -
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 8.65 17.05 13.07 10.12 9.48
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 8.37 - - - -
Invesco India Financial Services Fund - Retail Growth 14-07-2008 7.19 21.07 15.59 13.05 12.42
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 7.18 15.36 13.77 11.72 -
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 6.9 18.27 15.1 14.28 11.28
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 5.91 15.15 12.28 10.57 8.93

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

24.68%

Others

4.95%

Large Cap

63.31%

Mid Cap

7.09%

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