Sundaram Financial Services Opportunities Fund Add to compare
39.4093
0.3046
(0.78%)
1 day change as on 25 May 2018
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 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 Financial Services 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 148.60 3.66 1.57 -1.46 6.63 11.24 14.28 14.76
Tata Digital India Fund 111.56 1.50 13.29 31.19 51.84 -- -- 15.32
Aditya Birla Sun Life Digital India Fund 134.75 0.84 6.16 21.91 39.93 13.61 22.08 9.2
Tata India Consumer Fund 973.50 -0.29 6.30 4.91 34.40 -- -- 27.98
SBI Technology Opportunities Fund 84.44 1.54 6.37 23.91 33.67 9.30 20.37 9.35
ICICI Prudential Technology Fund 366.24 -1.76 3.63 20.94 32.66 10.12 22.90 9.71
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 27.72
ICICI Bank Ltd. Financial Services 14.97
Kotak Mahindra Bank Ltd. Financial Services 10.79
State Bank of India Financial Services 8.47
Bharat Financial Inclusion Ltd. Financial Services 4.98
 
Company Name Sector Name Asset %
Yes Bank Ltd. Financial Services 4.14
Axis Bank Ltd. Financial Services 2.98
SBI Life Insurance Company Ltd. Financial Services 2.35
IIFL Holdings Ltd. Financial Services 2.25
Magma Fincorp Ltd. Financial Services 2.24
AUM Movement
Asset Allocation