Mutual Fund Details
NAV
₹68
.5799
as on 09 Sep 2022, 10:30 PM
₹0.0486
(
0.07%
)
Last Change
Scheme Ratings
2
Banking
5Y Returns
4
rated by
Value Research
Banking
Rankings based on 5Y Returns | as on 12 Sep 2022
×
1
SBI Banking & Financial Services Fund Direct-Growth
13.25%
2
Sundaram Financial Services Opportunities Fund Direct-Growth
11.82%
3
Taurus Banking & Financial Services Fund Direct-Growth
11.57%
4
Invesco India Financial Services Fund Direct-Growth
10.81%
5
Tata Banking and Financial Services Fund Direct-Growth
10.46%
Schemes Managed By
Investment Performance
would have given a return of
₹1,10,871
₹1,21,647
₹1,54,364
₹1,60,198
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on 王者荣耀数据赛事入口 Money
This Mutual Fund
₹60,198
Profit (absolute return)
60.20%
in the last
1m
3m
1y
3y
5y
max
+1%
Higher Returns
With Direct Plans on 王者荣耀数据赛事入口 Money
Investment Returns
In the last 3 months
15.22%
In the last 6 months
19.68%
In the last 1 year
7.20%
In the last 3 years
60.20%
In the last 5 years
74.93%
In the last 10 years
NA
Absolute Returns
CAGR
Scheme Riskometer
low
low to moderate
moderate
moderately high
high
very high
Investors understand that their principal will be at
high
risk
Scheme Information
Sundaram Financial Services Opportunities Fund Direct-Growth
as of 31 Jul 2022, 05:30 AM
₹568.45 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
1.18%
Expense Ratio
Plan
Growth
Benchmark
NIFTY Financial Services Total Return Index
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Scheme Document
Companies Holding in this Mutual Fund
as on 31 Jul 2022
HDFC Bank Ltd.
19.01%
₹108.06 Cr
ICICI Bank Ltd.
18.55%
₹105.45 Cr
State Bank of India
9.77%
₹55.54 Cr
Axis Bank Ltd.
8.02%
₹45.59 Cr
Others
44.65%
₹253.81 Cr
View All
View All
This fund's returns:
16.99%
Return Duration
3 Years
Nippon India Banking & Financial Services Fund Direct-Growth
Equity
Banking
Min. Investment
₹100
Category Returns
12.04%
16.99%
3Y Returns
16.26
SBI Banking & Financial Services Fund Direct-Growth
Equity
Banking
Min. Investment
₹500
Category Returns
12.04%
16.99%
3Y Returns
16.10
Aditya Birla Sun Life Banking & Financial Services Fund Direct-Growth
Equity
Banking
Min. Investment
₹1000
Category Returns
12.04%
16.99%
3Y Returns
15.37
About Sundaram Financial Services Opportunities Fund Direct-Growth
Sundaram Financial Services Opportunities Fund Direct-Growth is a
Equity
mutual fund scheme from
Sundaram Mutual Fund
. This scheme was launched on Invalid date and is currently managed by its fund managers
Rohit Seksaria
and
Ashish Aggarwal
. It has an AUM of ₹568.45 Crores and the latest NAV decalared is ₹68.580 as on 12 Sep 2022 at 9:57 pm.
Sundaram Financial Services Opportunities Fund Direct-Growth scheme return performance in last 1 year is 7.20%, in last 3 years is 60.20% and 218.65% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹568.45 Cr |
| Category: | Equity: Sectoral-Banking |
| Launch Date: | Invalid date |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹42,949.69 Cr
AUM
104
Schemes
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website