Sundaram Financial Services Opportunities Fund Add to compare
35.3756
0.0855
(0.24%)
1 day change as on 21 Apr 2017
Investment Objective: Seek capital appreciation by investing predominantly in equity and equity related securities of Indian Companies engaged in banking and financial Services.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 135.82
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Month to 12 Month; Exit Load is 1% 5000
Launch Date Fund Manager Last Dividend
10-06-2008 Shiv Chanani 0.00
Benchmark Email / Website Bonus
Nifty Bank sritharants@sundarammutual.com / www.sundarammutual.com
AMC Name
Sundaram Asset Management Co Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Sundaram Financial Services Opportunities Fund 143.97 3.17 14.55 8.68 35.11 20.07 14.21 15.31
ICICI Prudential Banking and Financial Services Fund 1642.65 4.82 18.74 12.07 53.23 28.70 24.64 21.12
Tata Banking And Financial Services Fund 129.59 6.69 21.02 14.28 45.48 -- -- 36.98
Reliance Diversified Power Sector Fund 1810.04 8.70 23.16 24.45 44.75 21.06 12.66 19.59
IDFC Infrastructure Fund 198.78 7.40 17.47 22.44 44.63 22.33 11.64 7.47
L&T Infrastructure Fund 374.02 7.46 18.06 16.94 42.97 26.88 19.51 4.21
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 25.05
ICICI Bank Ltd. Financial Services 13.63
Kotak Mahindra Bank Ltd. Financial Services 8.91
State Bank of India Financial Services 7.54
Axis Bank Ltd. Financial Services 6.39
 
Company Name Sector Name Asset %
IndusInd Bank Ltd. Financial Services 5.94
Sundaram Mutual Fund (Sundaram Money Fund - Dir - Growth) Mutual Funds 3.47
Yes Bank Ltd. Financial Services 3.22
ICICI Prudential Life Insurance Co Ltd. Financial Services 2.13
Bank of Baroda Financial Services 1.98
AUM Movement
Asset Allocation