Apr 16, 2024
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.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Fin Serv Opportunities (G) | 2.86 | 13.1 | 34.92 | 19.85 |
| Benchmark - Nifty PSU Bank | 9.6 | -25.45 | -40.11 | -22.82 |
| Category Average - BEST EQUITY PERFORMERS | 4.07 | 19.78 | 43.16 | 21.1 |
| Category Rank | 6/6 | 4/6 | 7/6 | 8/6 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| HDFC Non-Cyclical Consumer Fund - Regular (IDCW) | 12.2830 | 1.24 | 0.00 | 0.00 | 0.00 | 626.82 | 2.42 | 100.00 | invest |
| HDFC Non-Cyclical Consumer Fund - Regular (G) | 12.2830 | 1.24 | 0.00 | 0.00 | 0.00 | 626.82 | 2.42 | 100.00 | invest |
| LIC MF Infrastructure Fund (G) | 39.2453 | 1.12 | 64.90 | 32.18 | 22.14 | 225.40 | 0.00 | 5,000.00 | invest |
| LIC MF Infrastructure Fund (IDCW) | 39.2472 | 1.12 | 64.90 | 32.18 | 22.14 | 225.40 | 0.00 | 5,000.00 | invest |
| Nippon India Taiwan Equity Fund (IDCW) | 10.2746 | -3.11 | 30.32 | 0.00 | 0.00 | 453.89 | 2.47 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-ICICI Bank | Mar 31, 2024 | 205.01 | 17.50 | -0.41 |
|
| Equity-HDFC Bank | Mar 31, 2024 | 176.33 | 15.05 | -2.57 |
|
| Equity-Axis Bank | Mar 31, 2024 | 94.37 | 8.06 | -8.12 |
|
| Equity-St Bk of India | Mar 31, 2024 | 72.65 | 6.20 | -1.15 |
|
| Equity-Power Fin.Corpn. | Mar 31, 2024 | 59.71 | 5.10 | -16.15 |
|
| Equity-Bajaj Finance | Mar 31, 2024 | 50.88 | 4.34 | 29.30 |
|
| Equity-Chola Financial | Mar 31, 2024 | 48.95 | 4.18 | -5.79 |
|
| Equity-Can Fin Homes | Mar 31, 2024 | 43.59 | 3.72 | 0.39 |
|
| Equity-Ujjivan Fin.Ser. | Mar 31, 2024 | 42.38 | 3.62 | -11.50 |
|
| Equity-Shriram Finance | Mar 31, 2024 | 42.05 | 3.59 | -4.34 |
|
Sundaram Mutual Fund has announced 16 April 2024 as the record date for the...
Sundaram Mutual Fund has announced change in scheme name under the followin...
Sundaram Mutual Fund has announced 26 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 22 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 19 March 2024 as the record date for the...
Sundaram Mutual Fund has announced 18 March 2024 as the record date for the...
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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