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Sundaram Fin Serv Opp Fund(G)

FAQ : Sundaram Financial Services Opportunities Fund - Growth

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) 3.46 9.82 11.39 11.94
Average Rolling Returns(%) 17.35 15.13 14.52 13.28

The Current NAV of Sundaram Financial Services Opportunities Fund - Growth is ₹99.57.

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 fund’s expense ratio is 1.80%

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 is currently ₹1,614 Crores.

The Top three stocks are ICICI Bank, Axis Bank and HDFC Bank 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 fund are BFSI, IT and Miscellaneous 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 Fund is Equity - Sectoral Fund - Banks & Financial Service.

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

Sundaram Financial Services Opportunities Fund - Growth current PE ratio is 18.73 and PB ratio is 2.08

The asset allocation of Sundaram Financial Services Opportunities Fund - Growth is Stocks : 97.06%, Debt : 2.45% and Gold : 0.52%

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

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