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(%) | 14.11 | 13.6 | 13.13 | 12.56 |
| Average Rolling Returns(%) | 17.52 | 15.20 | 14.57 | 13.31 |
The Current NAV of Sundaram Financial Services Opportunities Fund - Growth - Direct Plan is ₹123.83.
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 0.67%
The process for redemption is
The AUM of Sundaram Financial Services Opportunities Fund - Growth - Direct Plan is currently ₹1,722 Crores.
The Top three stocks are ICICI Bank, Axis Bank and State Bank Of India and account for 30% of its portfolio. Top 5 and 10 stocks of fund account for 43% and 65% of fund’s portfolio respectively.
Top three sectors of Sundaram Financial Services Opportunities Fund - Growth - Direct Plan fund are BFSI, IT and Miscellaneous accounting for 98% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a fair amount of Red 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 23.18 and PB ratio is 2.42
The asset allocation of Sundaram Financial Services Opportunities Fund - Growth - Direct Plan is Stocks : 97.57%, Debt : 2.40% and Gold : 0%
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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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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