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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹10000000
AUM (Fund size)
₹1,605 Cr
Lock In Period
N/A
Expense Ratio
2.8
Benchmark
Nifty Financial Services Total Return
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.
Summary
Latest details for Sundaram Financial Services Opportunities Fund - Institutional Plan Growth include a ₹104.9194 NAV as of Jan 22,2025 and returns since inception of 58.59%. Minimum investments start at SIP ₹0. The Sundaram Financial Services Opportunities Fund - Institutional Plan Growth AUM is ₹1,605 Cr, with a lock-in of N/A years, expense ratio of 2.8%, and benchmark Nifty Financial Services Total Return. Exit load is - If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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- Debt:
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As on: 2025-06-30
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About Fund
Sundaram Financial Services Opportunities Fund - Institutional Plan Growth managed by Sundaram Mutual Fund,is a Bankingscheme with Assets Under Management of ₹1,605 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.8. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTaurus Banking And Financial Services Fund Growth | 0 | 11.75 CR | 2.49 |
| This FundICICI Prudential Banking and Financial Services Growth | 4 | 10950.75 CR | 1.79 |
| This FundSundaram Financial Services Opportunities Fund - Institutional Plan Growth | 0 | 1604.71 CR | 2.8 |
| This FundSBI Banking & Financial Services Fund Growth | 5 | 10414.75 CR | 1.75 |
| This FundInvesco India Financial Services Fund Growth | 4 | 1628.3 CR | 2.09 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTaurus Banking And Financial Services Fund Growth | 16.8842 | 48.0928 |
| This FundICICI Prudential Banking and Financial Services Growth | 16.4995 | 57.7217 |
| This FundSundaram Financial Services Opportunities Fund - Institutional Plan Growth | 6.4163 | 58.5875 |
| This FundSBI Banking & Financial Services Fund Growth | 25.553 | 82.0826 |
| This FundInvesco India Financial Services Fund Growth | 24.0007 | 83.8754 |
FAQs
Sundaram Financial Services Opportunities Fund - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Financial Services Opportunities Fund - Institutional Plan Growth is 2.8. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Financial Services Opportunities Fund - Institutional Plan Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sundaram Financial Services Opportunities Fund - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Financial Services Opportunities Fund - Institutional Plan Growth is ₹1,605 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Financial Services Opportunities Fund - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500