Sundaram Financial Services Opportunities Fund Add to compare
38.1155
0.5072
(1.35%)
1 day change as on 23 Aug 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 155.26
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Month to 12 Month; Exit Load is 1% 100000
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 162.55 -2.75 2.79 10.56 19.15 15.04 16.68 15.48
IDFC Infrastructure Fund 375.97 -1.97 4.34 16.34 36.02 16.83 14.12 7.86
Tata India Consumer Fund 171.98 -0.98 8.04 19.60 33.03 -- -- 26.57
Tata Banking And Financial Services Fund 202.95 -0.45 10.76 21.74 31.88 -- -- 36.75
ICICI Prudential Banking and Financial Services Fund 2423.75 -1.67 7.30 17.85 30.66 23.23 25.94 21.59
L&T Infrastructure Fund 680.62 -1.56 5.00 16.14 30.25 18.40 21.09 4.7
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 27.44
ICICI Bank Ltd. Financial Services 14.51
Kotak Mahindra Bank Ltd. Financial Services 9.24
State Bank of India Financial Services 7.11
IndusInd Bank Ltd. Financial Services 6.07
 
Company Name Sector Name Asset %
Axis Bank Ltd. Financial Services 6
Yes Bank Ltd. Financial Services 3.34
CBLO(CCIL) Current Assets 3.22
DCB Bank Ltd. Financial Services 2.1
Housing & Urban Development Corporation Ltd. Financial Services 2.01
AUM Movement
Asset Allocation