Mutual Fund Details
NAV
₹106.9242
as on 02 Apr 2025, 11:11 PM
₹1.2797(1.21%)
Last Change
Scheme Ratings
2
Banking
5Y Returns
5
rated by Value Research
Banking
Rankings based on 5Y Returns | as on 18 Nov 2024
×
1
Invesco India Financial Services Fund Direct-Growth
26.73%
2
Sundaram Financial Services Opportunities Fund Direct-Growth
27.75%
3
Nippon India Banking & Financial Services Fund Direct-Growth
30.12%
4
SBI Banking & Financial Services Fund Direct-Growth
26.46%
5
Tata Banking and Financial Services Fund Direct-Growth
25.13%
Schemes Managed By
Investment Performance
would have given a return of
₹1,10,871
₹1,21,647
₹1,61,224
₹1,68,319
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
₹68,319
Profit (absolute return)
68.32%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm MoneyInvestment Returns
In the last 3 months
0.85%
In the last 6 months
6.22%
In the last 1 year
7.38%
In the last 3 years
68.32%
In the last 5 years
240.68%
In the last 10 years
261.96%
Absolute Returns
CAGR
Scheme Riskometer
low
low to moderate
moderate
moderately high
high
very high
Investors understand that their principal will be at very high risk
Scheme Information
Sundaram Financial Services Opportunities Fund Direct-Growth
as of 28 Feb 2025, 05:30 AM
₹1,325.29 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 0.5% if redeemed within 30 days
0.87%
Expense Ratio
Plan
Growth
Benchmark
NIFTY Financial Services Total Return Index
Exit Load
Exit load of 0.5% if redeemed within 30 days
Scheme Document
Sectors Holding in this Mutual Fund
as on 28 Feb 2025
Financial
92.41%
₹1,224.76 Cr
Insurance
2.65%
₹35.08 Cr
Others
4.94%
₹65.47 Cr
Companies Holding in this Mutual Fund
as on 28 Feb 2025
HDFC Bank Ltd.
17.24%
₹228.48 Cr
ICICI Bank Ltd.
11.11%
₹147.24 Cr
Axis Bank Ltd.
9.23%
₹122.32 Cr
State Bank of India
5.91%
₹78.32 Cr
Cholamandalam Financial Holdings Ltd.
4.62%
₹61.23 Cr
Others
51.89%
₹687.69 Cr
View All
View All
This fund's returns:
18.92%Return Duration
3 Years
Invesco India Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹100
Category Returns
11.46%
18.92%
3Y Returns
18.80
Tata Banking and Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹100
Category Returns
11.46%
18.92%
3Y Returns
18.22
SBI Banking & Financial Services Fund Direct-Growth
EquityBanking
Min. Investment
₹500
Category Returns
11.46%
18.92%
3Y Returns
17.92
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 ₹1,325.29 Crores and the latest NAV decalared is ₹106.924 as on 03 Apr 2025 at 4:35 pm.
Sundaram Financial Services Opportunities Fund Direct-Growth scheme return performance in last 1 year is 7.38%, in last 3 years is 68.32% and 396.82% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.
Scheme Details
| AUM: | ₹1,325.29 Cr |
| Category: | Equity: Sectoral-Banking |
| Launch Date: | Invalid date |
| Fund Type: | Open-End |
AMC Information
Sundaram Mutual Fund
View AMC Details
₹62,225.00 Cr
AUM
102
Schemes
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone : 1860-425-7237
Email / Website
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