SUNDARAM FINANCIAL SERVICES OPPORTUNITIES FUND - REGULAR PLAN - GROWTH

NORMAL RISK
Equity
Equity: Sectoral-Banking
6M returns
13.41 %
Current NAV
92.47
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Min. SIP
100
AUM
₹ 1258.4 Cr

Return Calculator

Amount per month100
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
1,200

Investment distribution

HDFC Bank19.7 %
ICICI Bank18.4 %
Axis Bank8.5 %
State Bank of India6.8 %
Power Fin. Corp.5.7 %
Others4.3 %

Fund Manager

RS
Rohit Seksaria
AA
Ashish Aggarwal

Fund Information

Launched
18 Jul 2010(13 years ago)
Expense ratio2.29%
Exit LoadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Benchmark index
NIFTY Financial Services TRI100%

Fund Objective

The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.

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