Sundaram Financial Services Opportunities Fund Add to compare
38.6686
-0.3848
(-0.99%)
1 day change as on 16 Feb 2018
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 157.04
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 171.74 -4.15 -1.85 0.71 16.90 8.78 13.74 14.97
Tata India Consumer Fund 703.78 -4.98 3.42 14.75 41.31 -- -- 28.53
BOI AXA Manufacturing & Infrastructure Fund 26.76 -4.79 8.03 24.34 39.24 14.94 18.66 8.18
SBI FMCG Fund 498.13 -1.90 7.64 18.80 36.91 14.75 18.77 12.11
Reliance Diversified Power Sector Fund 2105.55 -6.40 6.35 14.42 36.80 15.92 17.51 19.67
L&T Infrastructure Fund 1838.15 -6.99 0.17 12.88 32.91 18.26 23.93 5.8
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 27.44
ICICI Bank Ltd. Financial Services 17.67
Kotak Mahindra Bank Ltd. Financial Services 9.49
State Bank of India Financial Services 9.31
Axis Bank Ltd. Financial Services 6.48
 
Company Name Sector Name Asset %
CBLO(CCIL) Current Assets 6.19
Bharat Financial Inclusion Ltd. Financial Services 4.29
Yes Bank Ltd. Financial Services 3.1
Bank of Baroda Financial Services 1.96
SBI Life Insurance Company Ltd. Financial Services 1.81
AUM Movement
Asset Allocation