Sundaram Financial Services Opportunities Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 37.98 | 18.53 | 16.4 | 13.3 |
Average Rolling Returns(%) | 18.21 | 14.74 | 12.39 | 12.87 |
The Current NAV of Sundaram Financial Services Opportunities Fund - Growth is ₹88.72.
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 2.17%
The process for redemption is
The AUM of Sundaram Financial Services Opportunities Fund - Growth is currently ₹1,171 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Axis Bank and account for 41% of its portfolio. Top 5 and 10 stocks of fund account for 52% and 71% of fund’s portfolio respectively.
Top three sectors of Sundaram Financial Services Opportunities Fund - Growth fund are BFSI, Miscellaneous and Others accounting for 100% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 and Ashish Agarwal manage the Sundaram Financial Services Opportunities Fund - Growth Fund.
Sundaram Financial Services Opportunities Fund - Growth current PE ratio is 18.59 and PB ratio is 2.72
The asset allocation of Sundaram Financial Services Opportunities Fund - Growth is Stocks : 94.80%, Debt : 3.65% and Gold : 1.54%
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 Nil upto 25% of units and 1% for remaining units on or before 365 days, Nil after 365 days