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FAQ : Sundaram Financial Services Opportunities Fund - Growth - Direct Plan

Sundaram Financial Services Opportunities Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 14.15 11.72 11.48
Average Rolling Returns(%) 18.10 15.21 14.58 13.34

The Current NAV of Sundaram Financial Services Opportunities Fund - Growth - Direct Plan is ₹120.85.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark Nifty Financial Services , as Funds portfolio is somewhat different.

Sundaram Financial Services Opportunities Fund - Growth - Direct Plan fund’s expense ratio is 0.79%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Financial Services Opportunities Fund - Growth - Direct Plan is currently ₹1,439 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Axis Bank and account for 38% of its portfolio. Top 5 and 10 stocks of fund account for 49% and 68% of fund’s portfolio respectively.

Top three sectors of Sundaram Financial Services Opportunities Fund - Growth - Direct Plan fund are BFSI, Miscellaneous and IT accounting for 99% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Financial Services Opportunities Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Banks & Financial Service.

Rohit Seksaria manages the Sundaram Financial Services Opportunities Fund - Growth - Direct Plan Fund.

Sundaram Financial Services Opportunities Fund - Growth - Direct Plan current PE ratio is 15.64 and PB ratio is 2.05

The asset allocation of Sundaram Financial Services Opportunities Fund - Growth - Direct Plan is Stocks : 95.38%, Debt : 3.55% and Gold : 1.08%

The minimum SIP amount for Sundaram Financial Services Opportunities Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Financial Services Opportunities Fund - Growth - Direct Plan is 0.50% on or before 30 days, Nil after 30 days

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