Sundaram Financial Services Opportunities Fund Add to compare
34.4138
0.3257
(0.96%)
1 day change as on 24 Mar 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 130.15
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 139.09 -0.32 15.68 3.24 37.78 20.99 13.45 14.91
ICICI Prudential Banking and Financial Services Fund 1654.70 0.49 20.53 6.44 52.38 30.34 23.82 20.5
Birla Sun Life Banking and Financial Services Fund 954.08 0.04 22.51 1.76 42.25 28.87 -- 28.29
Tata Banking And Financial Services Fund 116.76 2.10 21.43 6.35 41.53 -- -- 31.88
IDFC Infrastructure Fund 175.50 2.07 16.98 16.95 39.47 22.44 9.56 6.11
L&T Infrastructure Fund 320.50 1.18 18.57 11.44 39.11 28.85 17.80 3.4
Top 10 Holdings
Company Name Sector Name Asset %
ICICI Bank Ltd. Financial Services 14.08
CBLO(CCIL) Current Assets 13.82
HDFC Bank Ltd. Financial Services 12.49
HDFC Bank Ltd. Financial Services 12.49
Kotak Mahindra Bank Ltd. Financial Services 8.48
 
Company Name Sector Name Asset %
State Bank of India Financial Services 7.16
Axis Bank Ltd. Financial Services 6.83
IndusInd Bank Ltd. Financial Services 5.66
Term Deposit Financial Services 3.28
Yes Bank Ltd. Financial Services 3.13
AUM Movement
Asset Allocation