Sundaram Financial Services Opportunities Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Sundaram Financial Services Opportunities Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹1,722 Cr
N/A
2.19
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Nifty Financial Services Total Return
Sundaram Financial Services Opportunities Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.59 | -1.31 | 1.94 |
| 6M | 10.96 | 4.20 | 14.40 |
| 1Y | 3.47 | 4.08 | 18.73 |
| 3Y | 9.82 | 13.55 | 81.20 |
Portfolio Analysis
- Equity: 97.57%
- Debt: 2.43%
- Others
About Fund Sundaram Financial Services Opportunities Fund Growth
Sundaram Financial Services Opportunities Fund Growth managed by Sundaram Mutual Fund,is a Bankingscheme with Assets Under Management of ₹1,722 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.19. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rohit Seksaria
Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Banking and Financial Services Fund Growth | 3 | 3,300 CR | 2.26 |
| Nippon India Banking & Financial Services Fund Growth | 4 | 7,909 CR | 1.88 |
| Sundaram Financial Services Opportunities Fund Growth | 5 | 1,722 CR | 2.19 |
| IDBI Banking & Financial Services Fund Growth | 0 | 86 CR | 2.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Banking and Financial Services Fund Growth | -0.7884 | 27.9569 |
| This FundNippon India Banking & Financial Services Fund Growth | -1.4453 | 30.4152 |
| This FundSundaram Financial Services Opportunities Fund Growth | 3.2843 | 31.8402 |
| This FundIDBI Banking & Financial Services Fund Growth | 17.579 | 75.8939 |
Sundaram Financial Services Opportunities Fund Growth FAQs
- 1 Month : -5.59%
- 6 Months : 10.96%
- 1 Year : 3.47%
- 3 Years : 9.82%
