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.
445 Cr. Medium within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
NAV (Oct 21)
6 Month CAGR
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
Launched (13y ago)
|Jun 10, 2008|
AUM in Crores
|IISL Nifty Financial Services TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|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||Scripbox Opinion||Fund Size||Track Record|
₹ 20,371 cr
₹ 5,357 cr
₹ 5,218 cr
₹ 3,953 cr
₹ 3,346 cr
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 35,925 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund.
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.
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 14.5% 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 Rahul Baijal, Ratish Varier
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 fund as of 2021-10-21 is ₹24.49. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹444.326. 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 2.62 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 97.3% in this asset class. The top three holdings of the fund are , hdfc bank ltd , icici bank ltd , housing development finance corp ltd , axis bank ltd , state bank of india , bajaj finserv ltd , kotak mahindra bank ltd , csb bank ltd ordinary shares , treps , home first finance co india ltd ordinary shares , cholamandalam investment and finance co ltd , indostar capital finance ltd ordinary shares , shriram transport finance co ltd , indusind bank ltd , au small finance bank ltd , bajaj finance ltd , aditya birla capital ltd , sbi life insurance company limited , the federal bank ltd , max financial services ltd , icici lombard general insurance co ltd , hdfc life insurance company limited , lic housing finance ltd , jm financial ltd , uti asset management co ltd , icici securities ltd , mahindra & mahindra financial services 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.
Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.