Sundaram Financial Services Opportunities Fund Add to compare
43.3362
0.1918
(0.44%)
1 day change as on 16 Oct 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 192.90 5.08 -1.05 4.51 20.98 11.15 12.30 13.78
Tata Banking And Financial Services Fund 350.85 5.74 -0.48 4.25 23.96 14.44 -- 19.38
BNP Paribas India Consumption Fund 418.95 7.15 5.16 5.84 21.46 -- -- 19.5
Taurus Banking & Financial Services Fund 7.09 5.97 -0.68 1.77 19.40 14.79 11.21 14.04
Baroda Banking and Financial Services Fund 44.58 4.04 -3.34 0.39 17.81 10.80 11.26 12.33
LIC MF Banking & Financial Services Fund 57.86 4.56 -2.31 0.25 17.80 3.37 -- 2.58
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 24.52
ICICI Bank Ltd. Financial Services 15.74
Housing Development Finance Corporation Ltd. Financial Services 11.92
Axis Bank Ltd. Financial Services 7.21
State Bank of India Financial Services 5.45
 
Company Name Sector Name Asset %
Bajaj Finance Ltd. Financial Services 4.64
Sundaram Mutual Fund Mutual Funds 2.07
Max Financial Services Ltd. Financial Services 1.11
Triparty Repo Current Assets 1
Federal Bank Ltd. Financial Services 0.46
AUM Movement
Asset Allocation