Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Sectoral-Banking and Financial Services |
| Launch Date: 10-06-2008 |
| Asset Class: Equity |
| Benchmark: NIFTY Financial Services TRI |
| TER: 2.11% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,452.94 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 66% | Exit Load: For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
94.31
1.2 (1.2764%)
14.59%
Benchmark: 17.52%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Financial Services TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 2 Months
9 Years 5 Months
12 Years 7 Months
16 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks long-term capital appreciation by investing predominantely in equity and equity related securities of Indian companies engaged in the banking and financial services.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.14 |
| Sharpe Ratio | 0.66 |
| Alpha | 6.53 |
| Beta | 0.96 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
29.57%
Others
5.02%
Large Cap
58.86%
Mid Cap
6.67%
