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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: 2.13% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,424.32 Cr As on 31-12-2024(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.
NAV as on 29-01-2025

91.8792

1.48 (1.6122%)

CAGR Since Inception

14.24%

Benchmark: 17.3%

PERFORMANCE

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

Start :  
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RETURNS ANALYSIS

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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 14.62
Sharpe Ratio 0.74
Alpha 5.83
Beta 0.95
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 5.68 20.15 15.72 13.88 11.22
DSP Banking & Financial Services Fund - Regular - Growth 15-12-2023 13.95 - - - -
SBI Banking & Financial Services Fund - Regular Plan - Growth 01-02-2015 13.46 20.85 14.58 12.71 -
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 13.05 16.13 11.73 10.82 11.38
Invesco India Financial Services Fund - Retail Growth 14-07-2008 12.98 23.25 15.74 13.57 12.32
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option 22-06-2012 10.61 18.22 13.04 10.43 9.05
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option 01-05-2003 10.5 18.59 14.67 13.53 10.83
Kotak Banking & Financial Services Fund - Regular Plan - Growth 27-02-2023 9.63 - - - -
Mirae Asset Banking and Financial Services Fund Regular Growth 11-12-2020 9.21 16.71 12.21 - -
BANDHAN FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH 28-07-2023 9.15 - - - -

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

24.68%

Others

4.95%

Large Cap

63.31%

Mid Cap

7.09%

Scheme Documents

There are no scheme documents available

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