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Partner With Us NRI

Jul 01, 2022


Category

Equity

AUM (Cr.)

513.03

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.72

Sharpe Ratio

-3.16

Beta Ratio

0.00

Fund Manager

Rohit Seksaria

Inception Date

Jun 10, 2008

Risk Level

Very High

Investment Objective

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.

Invest Now

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Fin Serv Opportunities (G) -5.28 -7.62 -4.51 5.73 7.35 12.59
Benchmark - Nifty PSU Bank 9.6 -25.45 -40.11 -22.82 -13.91 0
Category Average - BEST EQUITY PERFORMERS -4.81 -10.91 -1.84 12.87 9.72 10.13
Category Rank 10/8 5/8 10/8 7/8 8/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru FMCG Fund - (G) 342.1600 2.02 15.92 12.60 10.82 900.50 2.43 5,000.00 invest
Tata India Consumer Fund (IDCW) RI 22.0920 1.75 1.73 12.66 0.00 1,269.93 0.00 5,000.00 invest
Tata India Consumer Fund (G) 23.9559 1.75 1.73 12.56 11.06 1,269.93 0.00 5,000.00 invest
DSP Quant Fund - Regular (G) 14.3040 1.58 -4.99 13.12 0.00 1,283.40 0.00 500.00 invest
SBI Magnum Equity ESG Fund (IDCW) 46.0896 -89.24 0.15 10.67 10.75 4,246.33 1.97 1,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-HDFC Bank May 31, 2022 95.44 18.60 38.50
Equity-ICICI Bank May 31, 2022 95.18 18.55 2.59
Equity-St Bk of India May 31, 2022 47.53 9.26 -3.14
Equity-Axis Bank May 31, 2022 41.88 8.16 9.00
Equity-H D F C May 31, 2022 36.54 7.12 -47.31
Equity-Bajaj Finance May 31, 2022 21.59 4.21 42.16
Net CA & Others-Net CA & Others May 31, 2022 17.00 3.31 484.32
Equity-IndusInd Bank May 31, 2022 16.42 3.20 4.86
Equity-Bank of Baroda May 31, 2022 14.87 2.90 6.45
Equity-Cholaman.Inv.&Fn May 31, 2022 14.44 2.81 7.12

latest news

Sundaram Mutual Fund Announces change in fund managers under its schemes

Sundaram Mutual Fund has announced change in fund managers under the follow...

May 19, 2022 10:55

Sundaram Mutual Fund Announces takeover the Principal Mutual Fund

Sundaram Mutual Fund proposed to merge certain schemes of Sundaram MF schem...

Nov 26, 2021 11:52

Sundaram Diversified Equity Fund Announces dividend

Sundaram Mutual Fund has announced 12 March 2021 as the record date for dec...

Mar 09, 2021 11:47

Sundaram Equity Hybrid Fund Announces dividend

Sundaram Mutual Fund has announced 05 March 2021 as the record date for dec...

Mar 04, 2021 12:29

Sundaram Mutual Fund Announces change in benchmark index under two schemes

Sundaram Mutual Fund has decided to change the benchmark index for the foll...

May 29, 2020 12:17

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Fin Serv Opportunities (G)
Contact Persone : Rohit Seksaria
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : dhirent@sundarammutual.com
Website : www.sundarammutual.com