Formerly Sundaram Fin Services Opp Reg DP
However, Scripbox does not recommend investing in sectoral / thematic - bfsi mutual funds.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
13 Years. The Fund has Sufficient history for analysis and the track record is good.
334 Cr. Medium within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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.
Low to Moderate
Very High Risk
Jun 10, 2008
Launched (13y ago)
AUM in Crores
IISL Nifty Financial Services TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 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.
Comparison with Equity Funds
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 32,747 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
₹ 1,462 Cr
₹ 386 Cr
₹ 3,662 Cr
₹ 3,662 Cr
₹ 1,034 Cr
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Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M) is a sectoral / thematic - bfsi equity fund and has delivered an annualised return of 13.4% over a period of 13 years .The fund was previously known as Sundaram Fin Services Opp Reg DP.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Dwijendra Srivastava, Rahul Baijal, Ratish Varier, Rohit Seksaria, S Krishnakumar
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. However, there is no assurance that the objective of the scheme will be realized.
The Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M) fund was launched on Jun 10, 2008. The NAV (Net Asset Value) of this sectoral / thematic - bfsi equity as of 2021-05-11 is ₹ 21.8878. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 333.488. The category risk of the Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M) fund is Very High Risk. The fund charges 2.64 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 95.8% in this asset class. The top three holdings of the fund are hdfc bank ltd,icici bank ltd and housing development finance corp ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 Inc Dist cum Cap Wdrl (PIDCW-6M) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.