RS
Rohit SeksariaFund Manager Since 30 Dec 2017
EquitySector - Financial Services
Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option
3Y Annualised
22.97%
-0.24% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
10.19%
-0.24% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 4 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹1415.22 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹100
Exit load
0.01%
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Nifty Bank ETF
11.86%
2nd
Sundaram Financial Services Opportunities Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Option
10.19%
3rd
Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option
10.19%
4th
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
10.19%
5th
Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl
10.07%
Fund Managers
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
About Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option
Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has ₹1415.22 Cr worth of assets under management (AUM) as of Fri Apr 25 2025. The latest Net Asset Value (NAV) of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option as of Thu Apr 24 2025 is ₹36.7113. The fund has an expense ratio of 0.85%, which is medium comparable to most other Equity funds.
Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option returns for the last 1 year are 16.20%. Since launch, it has delivered 14.43% average annual returns.
The Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has the majority of its money invested in Financial Services sectors.
Top 5 Holdings of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option.
- HDFC Bank Ltd: 19.71%
- ICICI Bank Ltd: 12.76%
- Axis Bank Ltd: 9.81%
- State Bank of India: 5.47%
- Shriram Finance Ltd: 4.80%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Sundaram Asset Management Company Ltd
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
14.38%
expense ratio
0.80%
fund size
₹5618.99 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
Fixed IncomeUltra Short Duration
3Y CAGR
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expense ratio
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fund size
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Sundaram Focused Fund- Direct Plan - Growth Option
EquityFocused Fund
3Y CAGR
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expense ratio
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fund size
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Sundaram Banking & PSU Fund Growth
Fixed IncomeBanking & PSU
3Y CAGR
4.95%
expense ratio
0.42%
fund size
₹352.67 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.06%
expense ratio
0.42%
fund size
₹352.67 Cr
FAQs
What is the current NAV of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
What are the average returns of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
How do I invest in Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
What is the expense ratio of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
What are net assets under management (AUM) of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
What is the PE and PB ratio of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
What are the top 5 holdings of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
What are the top 3 sectors that Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option has invested in?
Who is the manager of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
What is the exit load of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
How to Redeem Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
Can I invest in SIP and a Lump Sum of Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option?
