• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Financial Services Opportunities Fund (Growth)

Formerly Sundaram BP Fin Services Opp Retl Gr

Sundaram Mutual Fund

Sundaram Financial Services Opportunities Fund (Growth)

EquitySectoral / Thematic - Bfsi
Top Ranked

87.9116

NAV (Apr 18)

16.3%
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

87.9116

NAV (Apr 18)

Fund Returns

Last 1Y
33.3%
Last 3Y
19.5%
Last 5Y
16.3%
Last 10Y
15.9%
Since Inception
14.7%
6 Month CAGR
12.3%

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
2.17
Launched (16y ago)
Jun 10, 2008
AUM in Crores
1150.084
ISIN
INF903J01629
Lock-in
No Lock-in
Benchmark
Nifty Financial Services TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.8
Standard Deviation (5yr)
24.5
Beta (3yr)
0.9
Beta (5yr)
0.96
Sharpe Ratio (3yr)
0.873
Sharpe Ratio (5yr)
0.545
YTM
0
Fund Managers

Rohit Seksaria

Fund Manager

Ashish Aggarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Financial Services Opportunities Fund (Growth)70%11,01,654 3,69,04216.3%
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 2024-04-18

Top Stock Holdings

icici bank ltd

17.8%
17.8%

hdfc bank ltd

15.1%
15.1%

axis bank ltd

9.2%
9.2%

state bank of india

7%
7%

power finance corp ltd

5.3%
5.3%
See all holdings

Allocation by Sector

financial services

91.3%
91.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 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

12.6%

8.7%

22.6%

20.4%

5.1%

4.8%

21.3%

12.8%

19.7%

%

Sundaram Financial Services Opportunities Fund (G) Review

Sundaram Financial Services Opportunities Fund (G) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 14.7% over a period of 15 years. The fund was previously known as Sundaram BP Fin Services Opp Retl Gr. 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 (G) as of 4/18/2024 is ₹87.91 with the total AUM as of 4/19/2024 is ₹1150.084. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Financial Services Opportunities Fund (G) 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 (G) is ₹1000 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 (G) 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 (G) is rated as a 4 fund in Equity and delivered 33.3% 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 (G).

Frequently Asked Questions

What is Sundaram Financial Services Opportunities Fund (G)?

Sundaram Financial Services Opportunities Fund (G) 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 (G)?

You can invest in Sundaram Financial Services Opportunities Fund (G) 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 (G)?

The minimum sip amount for Sundaram Financial Services Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Financial Services Opportunities Fund (G) good to invest in?

As per Scripbox experts, Sundaram Financial Services Opportunities Fund (G) is a Top Ranked fund. You can investSundaram Financial Services Opportunities Fund (G) 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 (G)?

The expense ratio of the Sundaram Financial Services Opportunities Fund (G) is 2.17% for regular plan.