Overview
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Mutual Fund
The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.
Investments in Sundaram Financial Services Opportunities Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 116.6599
Fund Size (AUM)
₹1415.22 Cr
Risk
Very High (Risk rating: 6/10)
Minimum Investment
Lumpsum: ₹ 100
SIP: ₹100
Launch Date
02-Jan-2013
Expense Ratio
0.85%
Exit Load
Exit load of 0.5% if redeemed within 30 days
Benchmark
NIFTY Financial Services Total Return Index
Standard Deviation
14.62
History
Performance & Ratios
1-Year SIP Return
0.51%
3-Year SIP Return
17.74%
5-Year SIP Return
20.13%
Mean Return
12.64%
Alpha
6.03
Beta
0.91
Sharpe Ratio
0.89
Sortino Ratio
2.02
Information Ratio
0.95
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 18.58% | 22.93% | 28.34% | 12.97% |
| Category Average | 15.48% | 17.49% | 25.41% | N/A |
| Rank Within Category | 17 | 1 | 2 | N/A |
Holdings (23)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 19.71% |
| ICICI Bank Ltd. | Financial | Equity | 12.76% |
| Axis Bank Ltd. | Financial | Equity | 9.81% |
| State Bank of India | Financial | Equity | 5.47% |
| Shriram Finance Ltd | Financial | Equity | 4.8% |
| Bajaj Finserv Ltd. | Financial | Equity | 4.51% |
| PNB Housing Finance Ltd. | Financial | Equity | 4.08% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 3.74% |
| CSB Bank Ltd. | Financial | Equity | 3.63% |
| Bank Of Baroda | Financial | Equity | 3.57% |
Holdings Analysis
Peer Comparison
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 100
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 1000
Min Installments: 5
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 500
Min Installments: 6
AMC Details
Asset Management Company
Sundaram Mutual Fund
Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017. Sundaram Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.
With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.
The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.
For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.
It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
Launch Date
1996-02-26T00:00:00.947Z
Total AUM
₹ 64175.83 Cr
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Website
Sub Type
Contra
Sub Type Info
Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.
Tax Impact
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
Compare with Another Fund
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Mutual Fund
You May Be Interested In
HDFC Retirement Savings Fund Equity Plan Direct Growth
Flexi Cap
HDFC Focused 30 Fund Direct Growth
Flexi Cap
Bandhan Core Equity Fund Direct Growth
Large & MidCap
Nippon India Consumption Fund Direct Growth
Thematic
Quant Focused Fund Direct Growth
Large Cap
ICICI Prudential India Equity FOF Direct Growth
Flexi Cap
HDFC ELSS Tax Saver Fund Direct Plan Growth
ELSS
Explore More Mutual Funds
Debt Mutual Funds - Best Debt Fund Options
Discover top debt mutual funds for stable returns. Filter by NAV, fund size, and AMC to find the best debt funds for you.
Hybrid Mutual Funds - Top Hybrid Funds
Find top hybrid mutual funds for balanced growth. Filter by NAV, fund size, and risk to choose the best hybrid funds.
Commodities Mutual Funds
Explore commodities mutual funds for diversification. Filter by NAV and fund size to find the best commodity funds.
ELSS Mutual Funds - Top Tax-Saving Funds
Discover top ELSS mutual funds for tax savings and growth. Filter by NAV, fund size, and AMC to find the best ELSS funds.
Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Sundaram Financial Services Opportunities Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Sundaram Financial Services Opportunities Fund Direct Growth?
The top stocks held by Sundaram Financial Services Opportunities Fund Direct Growth include HDFC Bank Ltd., ICICI Bank Ltd., Axis Bank Ltd..
Which industries does Sundaram Financial Services Opportunities Fund Direct Growth invest in?
Sundaram Financial Services Opportunities Fund Direct Growth primarily invests in the following industries: Financial, Insurance.
Who are the fund managers of Sundaram Financial Services Opportunities Fund Direct Growth?
The fund managers of Sundaram Financial Services Opportunities Fund Direct Growth are Rohit Seksaria and Ashish Aggarwal.
How many years has the fund manager been managing Sundaram Financial Services Opportunities Fund Direct Growth?
Rohit Seksaria:
Calculating...
Ashish Aggarwal:
Calculating...
What is the minimum investment for Sundaram Financial Services Opportunities Fund Direct Growth?
The minimum investment for Sundaram Financial Services Opportunities Fund Direct Growth is ₹100 for lumpsum investments and ₹100 for SIPs.
What are the average 1-year returns for Sundaram Financial Services Opportunities Fund Direct Growth?
Calculating...
What are the average 3-year returns for Sundaram Financial Services Opportunities Fund Direct Growth?
Calculating...
What is the expense ratio of Sundaram Financial Services Opportunities Fund Direct Growth, and how does it compare to its category?
The expense ratio of Sundaram Financial Services Opportunities Fund Direct Growth is 0.85%. No category comparison data is available.