Sundaram Financial Services Opportunities Fund Add to compare
30.773
1.5794
(5.41%)
1 day change as on 27 May 2020
Investment Objective: To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 232.52
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Month to 12 Month; Exit Load is 1% 100
Launch Date Fund Manager Last Dividend
10-06-2008 S Krishnakumar,Rahul Baijal 0.00
Benchmark Email / Website Bonus
Nifty Financial Services TRI sritharants@sundarammutual.com / www.sundarammutual.com
AMC Name
Sundaram Asset Management Co Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Sundaram Financial Services Opportunities Fund 192.93 -4.72 -34.12 -35.30 -30.28 -6.16 1.28 9.85
Mirae Asset Healthcare Fund 526.28 -1.82 13.99 22.37 32.00 -- -- 16.51
DSP Healthcare Fund 371.98 -1.40 4.06 16.63 27.74 -- -- 17.46
IDBI Healthcare Fund 35.36 -2.71 13.46 18.49 27.56 -- -- 20.11
Nippon India Pharma Fund 2850.69 -0.79 12.92 19.03 25.27 15.02 6.07 19.87
Tata India Pharma And Healthcare Fund 219.68 -2.21 9.91 15.31 24.74 8.46 -- 1.86
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 24.14
Housing Development Finance Corporation Ltd. Financial Services 16.58
ICICI Bank Ltd. Financial Services 14.37
Triparty Repo Current Assets 12.62
Axis Bank Ltd. Financial Services 7.46
 
Company Name Sector Name Asset %
Kotak Mahindra Bank Ltd. Financial Services 6.63
SBI Life Insurance Company Ltd. Financial Services 2.86
LIC Housing Finance Ltd. Financial Services 2.59
Mahindra & Mahindra Financial Services Ltd. Financial Services 2.32
ICICI Lombard General Insurance Company Ltd. Financial Services 2.16
AUM Movement
Asset Allocation