Dec 12, 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-Ins(G) | 3.71 | 5.57 | 15.72 | 19.71 |
| Benchmark - Nifty PSU Bank | 9.6 | -25.45 | -40.11 | -22.82 |
| Category Average - BEST EQUITY PERFORMERS | 3.96 | 7.88 | 30.49 | 18.84 |
| Category Rank | 6/5 | 7/5 | 6/5 | 7/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| SBI Technology Opportunities Fund (IDCW) | 139.6400 | 0.57 | 39.47 | 13.90 | 29.15 | 4,585.67 | 1.90 | 5,000.00 | invest |
| SBI Technology Opportunities Fund (G) | 231.8886 | 0.57 | 39.47 | 13.90 | 29.13 | 4,585.67 | 1.90 | 5,000.00 | invest |
| Franklin Asian Equity Fund (G) | 29.1810 | 0.51 | 21.94 | -1.25 | 4.30 | 245.50 | 0.00 | 5,000.00 | invest |
| Franklin Asian Equity Fund (IDCW) | 13.7740 | 0.51 | 21.94 | -1.25 | 4.30 | 245.50 | 0.00 | 5,000.00 | invest |
| Edelweiss Recently Listed IPO Fund (IDCW) | 28.4394 | -1.38 | 29.37 | 10.35 | 24.35 | 973.95 | 2.27 | 100.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Nov 30, 2024 | 198.13 | 13.67 | 4.63 |
|
| Equity-ICICI Bank | Nov 30, 2024 | 193.13 | 13.32 | 0.61 |
|
| Equity-Axis Bank | Nov 30, 2024 | 129.04 | 8.90 | -2.01 |
|
| Equity-Bajaj Finance | Nov 30, 2024 | 76.91 | 5.30 | -1.86 |
|
| Equity-St Bk of India | Nov 30, 2024 | 74.27 | 5.12 | 2.29 |
|
| Reverse Repo-TREPS | Nov 30, 2024 | 57.76 | 3.98 | 18.09 |
|
| Equity-Shriram Finance | Nov 30, 2024 | 53.78 | 3.71 | -3.80 |
|
| Equity-Bank of Baroda | Nov 30, 2024 | 52.81 | 3.64 | -1.82 |
|
| Equity-PNB Housing | Nov 30, 2024 | 50.87 | 3.51 | 58.48 |
|
| Equity-CSB Bank | Nov 30, 2024 | 50.66 | 3.49 | -2.05 |
|
Sundaram Mutual Fund has announced 17 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 11 December 2024 as the record date for ...
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
Sundaram Mutual Fund has announced change in exit load structure under foll...
Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...
Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Fin Serv Opportunities-Ins(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 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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