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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.
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.
Sundaram Asset Management Company Ltd manages assets worth 34,149 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M)
About Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M)
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 13.7% 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
Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M) 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. However, there is no assurance that the objective of the scheme will be realized.
Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M) NAV,AUM,Risk
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 2021-07-29 is ₹ 21.8003. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 373.169. 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 2.58 % as expense ratio.
Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M) Holdings
The fund’s highest allocation is towards equity and has invested 95.5% in this asset class. The top three holdings of the fund are hdfc bank ltd,icici bank ltd and housing development finance corp ltd
Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M) SIP
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.
Sundaram Financial Services Opportunities Fund Inc Dist cum Cap Wdrl (PIDCW-6M) Investment volatility and Horizon
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) Review
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.
