- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A)
Formerly Sundaram Fin Services Opp Instl DP
Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A)
₹ 34.0456
NAV (Apr 16)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 34.0456
NAV (Apr 16)
Fund Returns
Last 1Y | 36.1% |
Last 3Y | 21% |
Last 5Y | 17.5% |
Last 10Y | 16.7% |
Since Inception | 13.7% |
6 Month CAGR | 13.3% |
Scheme Information
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 | 2.17 |
Launched (16y ago) | Jun 10, 2008 |
AUM in Crores | 1150.084 |
ISIN | INF903J01637 |
Lock-in | No Lock-in |
Benchmark | Nifty Financial Services TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.8 |
Standard Deviation (5yr) | 24.5 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | 0.937 |
Sharpe Ratio (5yr) | 0.58 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Financial Services Opportunities Fund Institutional ion (PIDCW-A) | 11,37,424 | 4,04,812 | 17.5% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
17.8%hdfc bank ltd
15.1%axis bank ltd
9.2%state bank of india
7%power finance corp ltd
5.3%Allocation by Sector
financial services
91.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 8.7% | ||
22.7% | 20.6% | ||
5.1% | 4.8% | ||
21.6% | 12.9% | ||
19.9% | % |
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 13.7% 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 4/16/2024 is ₹34.05 with the total AUM as of 4/18/2024 is ₹1150.084. 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 36.1% 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)?
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 2.17% for regular plan.