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: 2.15% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,414.89 Cr As on 31-03-2025(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.

103.6124

14.84%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Financial Services TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 14.65
Sharpe Ratio 0.71
Alpha 3.37
Beta 0.92
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Financial Services Opportunities Fund Regular Plan - Growth 10-06-2008 15.28 25.49 21.81 25.75 13.73
DSP Banking & Financial Services Fund - Regular - Growth 15-12-2023 26.36 - - - -
WhiteOak Capital Banking & Financial Services Fund - Regular Growth 06-02-2024 21.2 - - - -
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 20.4 26.31 19.47 23.98 15.56
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 20.27 23.65 20.5 22.74 -
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 19.63 23.76 18.91 21.91 11.43
UTI Banking and Financial Services Fund - Regular Plan - Growth Option 01-08-2005 19.0 22.67 18.7 24.28 11.03
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 18.98 20.36 - - -
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 18.51 21.11 16.77 24.31 13.61
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 18.43 25.1 20.08 29.25 13.37

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

21.59%

Others

5.21%

Large Cap

69.06%

Mid Cap

3.74%

Feedback
Notification