Sundaram Financial Services Opportunities Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Financial Services Opportunities Growth Direct Plan

NAV
₹90.5542
+0.44%
(30 Nov)
AUM
876 Cr
TER
0.87%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+41.8%
+38.9%
+33.0%
+23.9%
+20.0%
3Y
+41.2%
+39.6%
+42.0%
+21.9%
+42.1%
5Y
+17.8%
NA
+23.4%
+18.2%
+29.9%
ALL
+11.6%
+26.4%
+16.1%
+14.2%
+17.8%
VOL
21.6%
21.6%
18.2%
21.4%
20.1%
TER
1.6%
0.7%
1.5%
0.9%
0.8%
AUM
₹958 Cr
₹1,313 Cr
₹3,345 Cr
₹876 Cr
₹993 Cr
INFO
0.54
1.22
0.88
0.66
0.89
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Financial Services Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
HDFC Bank Ltd
21.1%
ICICI Bank Ltd
17.9%
Axis Bank Ltd
7.0%
State Bank of India
6.9%
Treps
5.6%
Power Finance Corp Ltd
4.5%
Cholamandalam Financial Holdings Ltd
4.0%
Equitas Small Finance Bank Ltd Ordinary Shares
3.5%
Multi Commodity Exchange of India Ltd
3.5%
Ujjivan Financial Services Limited
3.2%
Top industry exposure
Financial Services
92.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
77%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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 manager(s)
Rohit Seksaria
Ashish Aggarwal

FAQs