Sundaram Financial Services Opportunities Fund Add to compare
35.6335
-0.921
(-2.52%)
1 day change as on 14 Jul 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 182.73
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Day to 365 Days; 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 205.16 5.52 12.11 -27.01 -18.32 -2.45 3.91 11.07
Mirae Asset Healthcare Fund 640.00 1.86 12.50 26.85 41.72 -- -- 19.02
DSP Healthcare Fund 474.81 3.34 13.28 23.85 39.73 -- -- 22.58
ICICI Prudential Pharma Healthcare and Diagnostics Fund 1522.96 4.20 14.32 26.51 37.18 -- -- 15.76
SBI Healthcare Opportunities Fund 1154.42 2.97 10.22 22.05 35.85 4.79 0.28 15.09
UTI Healthcare Fund 480.89 2.12 10.64 23.04 35.37 7.44 1.85 13.36
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 24.15
Housing Development Finance Corporation Ltd. Financial Services 15.41
ICICI Bank Ltd. Financial Services 13.49
Axis Bank Ltd. Financial Services 6.41
Kotak Mahindra Bank Ltd. Financial Services 6.25
 
Company Name Sector Name Asset %
SBI Life Insurance Company Ltd. Financial Services 2.98
Mahindra & Mahindra Financial Services Ltd. Financial Services 2.92
Cholamandalam Investment and Finance Company Ltd. Financial Services 2.92
Bajaj Finserv Ltd. Financial Services 2.83
Bajaj Finance Ltd. Financial Services 2.38
AUM Movement
Asset Allocation