- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Plan Growth
₹ 105.31
NAV (Apr 09)
25.218%
5 Year CAGR
Scripbox Opinion
These are the top-ranked funds within sectoral / thematic - bfsi mutual funds.
Scripbox Recommended Equity Funds 
Want the equity funds that are right for your long term equity investment needs?Learn more
Scheme Information
Investment 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.
Expense Ratio | 0.87 % |
Launched | - |
AUM in Crores | 1325.3 |
ISIN | INF903J01NB8 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Financial Services Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14.3 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
17.77%Axis Bank Ltd.
9.4%ICICI Bank Ltd.
8.17%State Bank of India
5.48%Cholamandalam Financial Holdings Ltd.
4.64%See all holdings
Allocation by Sector
Financial
92.41%Insurance
2.65%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 16,217 cr | ||
₹ 27,730 cr |
Frequently Asked Questions
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