Sep 06, 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) | 5.91 | 13.92 | 33.9 | 20.63 |
| Benchmark - Nifty PSU Bank | 9.6 | -25.45 | -40.11 | -22.82 |
| Category Average - BEST EQUITY PERFORMERS | 5.74 | 19.53 | 43.35 | 20.47 |
| Category Rank | 8/4 | 6/4 | 6/4 | 7/4 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nippon India Taiwan Equity Fund (IDCW) | 10.5543 | 1.51 | 14.68 | 0.00 | 0.00 | 364.34 | 2.43 | 500.00 | invest |
| Nippon India Taiwan Equity Fund (G) | 10.5543 | 1.51 | 14.68 | 0.00 | 0.00 | 364.34 | 2.43 | 500.00 | invest |
| DSP Healthcare Fund (IDCW) | 27.6560 | 0.73 | 54.68 | 18.72 | 32.05 | 2,755.75 | 0.00 | 100.00 | invest |
| DSP Healthcare Fund (G) | 40.2370 | 0.73 | 54.68 | 18.72 | 32.05 | 2,755.75 | 0.00 | 100.00 | invest |
| SBI PSU Fund (IDCW) | 32.9492 | -2.31 | 70.36 | 39.74 | 29.24 | 4,601.76 | 1.87 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | Jul 31, 2024 | 250.44 | 17.77 | 25.85 |
|
| Equity-Axis Bank | Jul 31, 2024 | 132.42 | 9.40 | 12.58 |
|
| Equity-ICICI Bank | Jul 31, 2024 | 115.12 | 8.17 | -41.92 |
|
| Equity-St Bk of India | Jul 31, 2024 | 77.23 | 5.48 | -3.68 |
|
| Equity-Chola Financial | Jul 31, 2024 | 65.47 | 4.64 | 37.09 |
|
| Equity-ICICI Securities | Jul 31, 2024 | 61.03 | 4.33 | 0.00 |
|
| Equity-Shriram Finance | Jul 31, 2024 | 55.30 | 3.92 | 31.85 |
|
| Equity-Equitas Sma. Fin | Jul 31, 2024 | 54.41 | 3.86 | 15.75 |
|
| Equity-IndusInd Bank | Jul 31, 2024 | 53.82 | 3.82 | 53.08 |
|
| Reverse Repo-TREPS | Jul 31, 2024 | 50.71 | 3.60 | 32.83 |
|
Sundaram Mutual Fund has announced 16 August 2024 as the record date for th...
Sundaram Mutual Fund has announced 18 July 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in fund managers under the follow...
Sundaram Mutual Fund has announced 19 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 14 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in the benchmark of Invesco Sunda...
| 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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