Formerly Sundaram Fin Services Opp Instl DP
₹ 31.9909
NAV (Oct 03)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 31.9909
NAV (Oct 3)
Last 1Y | 33.7% |
Last 3Y | 31.4% |
Last 5Y | 18.1% |
Last 10Y | 18.2% |
Since Inception | 13.3% |
6 Month CAGR | 25.5% |
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 | 2.29 |
Launched (15y ago) | Jun 10, 2008 |
AUM in Crores | 831.028 |
ISIN | INF903J01637 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Financial Services TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 20.2 |
Standard Deviation (5yr) | 24.9 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 1.214 |
Sharpe Ratio (5yr) | 0.599 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) | 11,55,853 | 4,23,241 | 18.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
Sundaram Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
14.4% | 8.5% | ||
29.2% | 20.1% | ||
31.8% | 12.3% | ||
29.9% | 14.4% | ||
13.7% | 7.4% |
Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 13.3% over a period of 15 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 10/3/2023 is ₹31.99 with the total AUM as of 10/4/2023 is ₹831.028. 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 IISL Nifty Financial Services TR INR.
Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) is rated as a 4 fund in Equity and delivered 33.7% 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).
What is Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A)?
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 2.29% for regular plan.