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
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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