Apr 17, 2025
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 (IDCW) | 10.72 | 0.08 | 12.06 | 18.89 |
| Benchmark - Nifty PSU Bank | 9.6 | -25.45 | -40.11 | -22.82 |
| Category Average - BEST EQUITY PERFORMERS | 5.65 | -11.29 | 6.2 | 15.58 |
| Category Rank | 7/10 | 7/10 | 6/10 | 7/10 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Taurus Banking & Financial Services Fund (IDCW) | 46.9400 | 2.40 | 9.93 | 14.30 | 21.52 | 11.11 | 2.31 | 500.00 | invest |
| Taurus Banking & Financial Services Fund (G) | 52.4300 | 2.38 | 9.92 | 14.29 | 21.53 | 11.11 | 2.31 | 500.00 | invest |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | 11.9030 | 2.20 | 17.69 | 0.00 | 0.00 | 359.81 | 0.00 | 500.00 | invest |
| HDFC Banking & Financial Services Fund (G) | 16.2490 | 2.17 | 12.84 | 15.48 | 0.00 | 3,722.44 | 1.94 | 100.00 | invest |
| Nippon India US Equity Opportunities Fund (G) | 30.9314 | -1.95 | 2.52 | 8.60 | 13.80 | 670.53 | 2.39 | 100.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Mar 31, 2025 | 278.93 | 19.71 | 15.83 |
|
| Equity-ICICI Bank | Mar 31, 2025 | 180.63 | 12.76 | 11.98 |
|
| Equity-Axis Bank | Mar 31, 2025 | 138.79 | 9.81 | 8.51 |
|
| Reverse Repo-TREPS | Mar 31, 2025 | 86.91 | 6.14 | 43.68 |
|
| Equity-St Bk of India | Mar 31, 2025 | 77.42 | 5.47 | 18.38 |
|
| Equity-Shriram Finance | Mar 31, 2025 | 67.99 | 4.80 | 6.27 |
|
| Equity-Bajaj Finserv | Mar 31, 2025 | 63.76 | 4.51 | 0.00 |
|
| Equity-PNB Housing | Mar 31, 2025 | 57.70 | 4.08 | 22.67 |
|
| Equity-Ujjivan Small | Mar 31, 2025 | 52.93 | 3.74 | 7.10 |
|
| Equity-CSB Bank | Mar 31, 2025 | 51.31 | 3.63 | 6.90 |
|
Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Fin Serv Opportunities (IDCW) |
| 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 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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