Sundaram Financial Services Opportunities Fund Add to compare
39.4508
-0.0967
(-0.24%)
1 day change as on 21 Jun 2018
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.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 160.32
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 S Krishnakumar 0.00
Benchmark Email / Website Bonus
Nifty Financial Services 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 154.41 2.16 6.51 -0.73 4.43 11.86 16.36 14.66
Tata Digital India Fund 166.00 1.94 13.30 28.57 47.40 -- -- 14.56
Aditya Birla Sun Life Digital India Fund 146.72 1.75 4.95 17.02 37.95 13.81 21.41 9.05
SBI Technology Opportunities Fund 89.83 2.77 7.32 22.02 35.95 10.41 20.20 13.68
ICICI Prudential Technology Fund 371.65 4.44 6.40 17.09 35.87 11.35 22.41 9.71
Franklin India Technology Fund 209.95 3.88 6.47 17.45 30.25 10.84 18.96 18.81
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 28.55
ICICI Bank Ltd. Financial Services 14.49
State Bank of India Financial Services 8.92
Axis Bank Ltd. Financial Services 3.02
CBLO(CCIL) Current Assets 2.54
 
Company Name Sector Name Asset %
IIFL Holdings Ltd. Financial Services 1.97
DCB Bank Ltd. Financial Services 1.96
Bank of Baroda Financial Services 1.91
Max Financial Services Ltd. Financial Services 1.59
Vijaya Bank Financial Services 1.4
AUM Movement
Asset Allocation