Sundaram Financial Services Opportunities Fund Add to compare
38.4271
0.074
(0.19%)
1 day change as on 19 Apr 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 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 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 149.70 3.60 -7.42 1.15 8.67 9.97 14.40 14.62
Tata Digital India Fund 82.54 5.68 6.25 28.32 44.41 -- -- 11.52
Aditya Birla Sun Life New Millennium 115.93 3.29 3.78 26.28 43.10 11.10 21.30 8.97
Tata India Consumer Fund 788.83 8.66 1.19 12.62 36.77 -- -- 29.7
ICICI Prudential Technology Fund 332.03 3.69 4.54 24.26 36.65 8.75 21.56 9.54
SBI FMCG Fund 513.25 7.04 0.58 17.73 33.71 17.46 19.40 11.24
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 28.57
ICICI Bank Ltd. Financial Services 15.59
Kotak Mahindra Bank Ltd. Financial Services 10.06
State Bank of India Financial Services 8.52
Axis Bank Ltd. Financial Services 6.39
 
Company Name Sector Name Asset %
Bharat Financial Inclusion Ltd. Financial Services 5.13
Yes Bank Ltd. Financial Services 3.05
SBI Life Insurance Company Ltd. Financial Services 2.13
IIFL Holdings Ltd. Financial Services 2.05
Bank of Baroda Financial Services 2.04
AUM Movement
Asset Allocation