- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Financial Services Opportunities Fund (G)
Sundaram Financial Services Opportunities Fund (G)
₹ 99.3666
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 99.3666
NAV (Oct 15)
Fund Returns
Last 1Y | 26.1% |
Last 3Y | 16.4% |
Last 5Y | 18.3% |
Last 10Y | 14.9% |
Since Inception | 15.1% |
6 Month CAGR | 9.4% |
Scheme Information
The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.
Expense Ratio | 2.11 |
Launched (0y ago) | 2.11 |
AUM in Crores | 1497.9 |
ISIN | INF903J01629 |
Lock-in | - |
Benchmark | NIFTY Financial Services Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.9 |
Beta | 0.9 |
Sharpe Ratio | 0.9 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Financial Services Opportunities Fund (G) | 11,61,049 | 4,28,437 | 18.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
17.8%Axis Bank Ltd.
9.4%ICICI Bank Ltd.
8.2%State Bank of India
5.5%Cholamandalam Financial Holdings Ltd.
4.6%Allocation by Sector
Financial
91.2%Insurance
3.4%Services
2.3%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.6% | 22.3% | ||
16.4% | 15.1% | ||
10.4% | 8.5% | ||
5.7% | 5% | ||
16.4% | 12.1% |
Sundaram Financial Services Opportunities Fund (G) Review
Sundaram Financial Services Opportunities Fund (G) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 15.05% over a period of 16 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Ashish Aggarwal, Rohit Seksaria.
Nav of Sundaram Financial Services Opportunities Fund (G) as of 10/15/2024 is ₹99.37 with the total AUM as of 10/16/2024 is ₹1497.891837. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Financial Services Opportunities Fund (G) was launched on 2008-06-10. The category risk of the fund is Low.
The minimum SIP amount for Sundaram Financial Services Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Financial Services Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Financial Services Total Return Index.
It is rated as a 4 fund in Equity and delivered 26.074% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Financial Services Opportunities Fund (G).
Frequently Asked Questions
What is Sundaram Financial Services Opportunities Fund (G)?
How to invest in Sundaram Financial Services Opportunities Fund (G)?
You can invest in Sundaram Financial Services Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Financial Services Opportunities Fund (G)?
The minimum sip amount for Sundaram Financial Services Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Financial Services Opportunities Fund (G) good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Financial Services Opportunities Fund (G)?
The expense ratio of the Sundaram Financial Services Opportunities Fund (G) is 2.11% for regular plan.
What is the NAV of Sundaram Financial Services Opportunities Fund (G)?
Today's Sundaram Financial Services Opportunities Fund (G) NAV is ₹99.37.