Sundaram Financial Services Opportunities Fund Add to compare
47.9896
0.3454
(0.72%)
1 day change as on 13 Dec 2019
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 182.26
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Month to 12 Month; Exit Load is 1% 100
Launch Date Fund Manager Last Dividend
10-06-2008 S Krishnakumar,Rahul Baijal 0.00
Benchmark Email / Website Bonus
Nifty Financial Services TRI 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 221.51 2.77 15.43 9.72 27.35 16.83 11.19 14.59
Tata Banking And Financial Services Fund 413.03 2.69 13.90 7.72 27.29 21.42 -- 20.98
Taurus Banking & Financial Services Fund 8.45 3.42 16.49 10.19 26.36 20.60 9.95 15.28
Baroda Banking and Financial Services Fund 48.26 2.98 14.29 7.28 24.51 17.71 10.16 13.58
Invesco India Financial Services Fund 188.18 2.57 14.57 7.00 22.19 20.33 14.11 17.51
SBI Banking & Financial Services Fund 1291.97 2.20 14.64 7.46 21.78 22.63 -- 15.55
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 22.18
ICICI Bank Ltd. Financial Services 16.2
Housing Development Finance Corporation Ltd. Financial Services 13.73
Kotak Mahindra Bank Ltd. Financial Services 8.81
Axis Bank Ltd. Financial Services 6.77
 
Company Name Sector Name Asset %
Term Deposit Financial Services 4.89
State Bank of India Financial Services 4.26
Bajaj Finance Ltd. Financial Services 4.07
ICICI Lombard General Insurance Company Ltd. Financial Services 2.79
Bajaj Finserv Ltd. Financial Services 2.76
AUM Movement
Asset Allocation