Sundaram Financial Services Opportunities Fund Add to compare
48.1229
0.0116
(0.02%)
1 day change as on 20 Feb 2020
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 212.72
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 247.50 0.47 2.58 17.25 29.48 12.24 9.99 14.37
Sundaram Services Fund 1303.50 6.54 11.63 27.69 33.13 -- -- 24.67
BNP Paribas India Consumption Fund 498.72 5.47 11.19 22.92 32.94 -- -- 25.7
Invesco India Infrastructure Fund 43.14 5.80 9.39 21.96 28.19 9.67 5.86 5.52
Tata Banking And Financial Services Fund 483.48 1.01 3.80 16.18 27.58 15.93 -- 20.24
Taurus Banking & Financial Services Fund 9.08 2.01 2.98 18.53 27.17 16.47 10.00 14.93
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 22.09
ICICI Bank Ltd. Financial Services 14.87
Housing Development Finance Corporation Ltd. Financial Services 14.18
Axis Bank Ltd. Financial Services 9.53
Kotak Mahindra Bank Ltd. Financial Services 8.26
 
Company Name Sector Name Asset %
Triparty Repo Current Assets 4.94
Bajaj Finance Ltd. Financial Services 3.9
State Bank of India Financial Services 3.12
LIC Housing Finance Ltd. Financial Services 3.12
SBI Life Insurance Company Ltd. Financial Services 3.05
AUM Movement
Asset Allocation