• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A)

Formerly Sundaram Fin Services Opp Instl DP

Sundaram Mutual Fund

Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A)

EquitySectoral / Thematic - Bfsi
Top Ranked

37.4267

NAV (Jun 24)

18.4%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within sectoral / thematic - bfsi mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

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.

Expense Ratio
2.13
Launched (16y ago)
Jun 10, 2008
AUM in Crores
1268.852
ISIN
INF903J01637
Lock-in
No Lock-in
Benchmark
Nifty Financial Services TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
14.6
Standard Deviation (5yr)
24.5
Beta (3yr)
0.9
Beta (5yr)
0.97
Sharpe Ratio (3yr)
0.896
Sharpe Ratio (5yr)
0.562
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

Ashish Aggarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A)70%11,65,208 4,32,59618.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-24

Top Stock Holdings

hdfc bank ltd

15.7%
15.7%

icici bank ltd

15.6%
15.6%

axis bank ltd

9.3%
9.3%

state bank of india

6.3%
6.3%

power finance corp ltd

5.9%
5.9%
See all holdings

Allocation by Sector

financial services

94.5%
94.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,179 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12%

8.9%

20.1%

21.3%

5.3%

4.9%

22.2%

13.5%

19.8%

%

Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) Review

Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 14.2% over a period of 16 years. The fund was previously known as Sundaram Fin Services Opp Instl DP. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Rohit Seksaria.

Nav of Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) as of 6/24/2024 is ₹37.43 with the total AUM as of 6/25/2024 is ₹1268.852. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) was launched on Jun 10, 2008. The category risk of the fund is Very High Risk.

The minimum SIP amount for Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Financial Services TR INR.

Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) is rated as a 4 fund in Equity and delivered 37.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A).

Frequently Asked Questions

What is Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A)?

Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) is a Sectoral / Thematic - Bfsi Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A)?

You can invest in Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A)?

The minimum sip amount for Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) good to invest in?

As per Scripbox experts, Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) is a Top Ranked fund. You can investSundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A)?

The expense ratio of the Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) is 2.13% for regular plan.