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EquitySector - Financial Services

Sundaram Financial Services Opportunities Fund Regular Plan Growth

3Y Annualised

18.00%

-0.01% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

6.39%

-0.01% 1D

Benchmark

SBI Nifty 10 yr Benchmark G-Sec ETF

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

4 years 2 months

NIFTY 50

6 years 5 months

FD

9 years 7 months

Fund info

Fund size

₹1325.29 Cr

Min. SIP amount

₹250

Min. Lumpsum amount

₹100

Exit load

0.01%

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Risk Profile

Very High Risk

Fund Managers

RS
Rohit SeksariaFund Manager Since 30 Dec 2017
AA
Ashish AggarwalFund Manager Since 1 Jan 2022

About Sundaram Financial Services Opportunities Fund Regular Plan Growth

Sundaram Financial Services Opportunities Fund Regular Plan Growth is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 16 years, having been launched on 2008-06-10. Sundaram Financial Services Opportunities Fund Regular Plan Growth has ₹1325.29 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of Sundaram Financial Services Opportunities Fund Regular Plan Growth as of Tue Apr 01 2025 is ₹93.9877. The fund has an expense ratio of 2.17%, which is medium comparable to most other Equity funds.

Sundaram Financial Services Opportunities Fund Regular Plan Growth returns for the last 1 year are 8.24%. Since launch, it has delivered 14.35% average annual returns.

The Sundaram Financial Services Opportunities Fund Regular Plan Growth has the majority of its money invested in Financial Services sectors.

Top 5 Holdings of Sundaram Financial Services Opportunities Fund Regular Plan Growth.

  1. HDFC Bank Ltd: 18.17%
  2. ICICI Bank Ltd: 12.17%
  3. Axis Bank Ltd: 9.65%
  4. State Bank of India: 4.93%
  5. Shriram Finance Ltd: 4.83%

AMC Information

NameSundaram Asset Management Company Ltd
Founding Date2008-06-10
Emailrahulm@sundarammutual.com
Phone+91 44 28583362/3367
Websitewww.sundarammutual.com
AddressSundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Tax Implications of Sundaram Financial Services Opportunities Fund Regular Plan Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

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