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

Sundaram Financial Services Opportunities IDCW Reinvest Direct Plan

NAV
₹33.2725
+1.99%
(4 Feb)
AUM
1,424 Cr
TER
0.79%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+14.1%
+8.6%
+8.6%
+8.6%
+6.0%
3Y
+31.0%
+31.5%
+31.5%
+31.5%
+15.9%
5Y
+26.1%
+24.7%
+24.7%
+24.7%
+16.0%
ALL
+16.7%
+11.8%
+11.8%
+11.8%
+13.6%
VOL
20.1%
20.3%
20.3%
20.3%
22.1%
TER
0.8%
0.8%
0.8%
0.8%
0.8%
AUM
₹1,286 Cr
₹4,572 Cr
₹4,572 Cr
₹4,572 Cr
₹1,424 Cr
INFO
0.83
0.58
0.58
0.58
0.61
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 IDCW Reinvest (DR)
₹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 Dec
Top holdings
HDFC Bank Ltd
14.3%
ICICI Bank Ltd
14.0%
Axis Bank Ltd
9.4%
Bajaj Finance Ltd
6.0%
State Bank of India
4.9%
IndusInd Bank Ltd
4.1%
Treps
3.9%
CSB Bank Ltd Ordinary Shares
3.6%
Bank of Baroda
3.6%
PNB Housing Finance Ltd
3.5%
Top industry exposure
Financial Services
95.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
73%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 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