- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Financial Services Opportunities Fund ion (PIDCW-6M)
Formerly Sundaram Fin Services Opp Reg DP
Sundaram Financial Services Opportunities Fund ion (PIDCW-6M)
₹ 23.9859
NAV (Nov 25)
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
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Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.9859
NAV (Nov 25)
Fund Returns
Last 1Y | 9.5% |
Last 3Y | 11.8% |
Last 5Y | 10.3% |
Last 10Y | 13% |
Since Inception | 13.7% |
6 Month CAGR | 24% |
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 | 2.5 |
Launched (14y ago) | Jun 10, 2008 |
AUM in Crores | 618.260 |
ISIN | INF903J01603 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Financial Services TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 30.2 |
Standard Deviation (5yr) | 25.9 |
Beta (3yr) | 0.98 |
Beta (5yr) | 0.98 |
Sharpe Ratio (3yr) | 0.408 |
Sharpe Ratio (5yr) | 0.316 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
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.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
19.3%hdfc bank ltd
18.2%axis bank ltd
9.9%state bank of india
9.9%housing development finance corp ltd
6.1%Allocation by Sector
financial services
93.8%Compare Sundaram Financial Services Opportunities Fund ion (PIDCW-6M)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,865 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr |
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.5% | 8.4% | ||
13.7% | 11.6% | ||
12.2% | 14% | ||
12% | 7.3% | ||
11.8% | 13.7% |
Sundaram Financial Services Opportunities Fund ion (PIDCW-6M) Review
Sundaram Financial Services Opportunities Fund ion (PIDCW-6M) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 13.7% over a period of 14 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 Ashish Aggarwal, Rohit Seksaria.
Nav of Sundaram Financial Services Opportunities Fund ion (PIDCW-6M) as of 11/25/2022 is ₹23.99 with the total AUM as of 11/26/2022 is ₹618.26. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Financial Services Opportunities Fund ion (PIDCW-6M) 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 ion (PIDCW-6M) 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 ion (PIDCW-6M) 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 ion (PIDCW-6M) is rated as a 4 fund in Equity and delivered 9.5% 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 ion (PIDCW-6M).
Frequently Asked Questions
What is Sundaram Financial Services Opportunities Fund ion (PIDCW-6M)?
How to invest in Sundaram Financial Services Opportunities Fund ion (PIDCW-6M)?
You can invest in Sundaram Financial Services Opportunities Fund ion (PIDCW-6M) 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 ion (PIDCW-6M)?
The minimum sip amount for Sundaram Financial Services Opportunities Fund ion (PIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Financial Services Opportunities Fund ion (PIDCW-6M) good to invest in?
As per Scripbox experts, Sundaram Financial Services Opportunities Fund ion (PIDCW-6M) is a Top Ranked fund. You can investSundaram Financial Services Opportunities Fund ion (PIDCW-6M) 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 ion (PIDCW-6M)?
The expense ratio of the Sundaram Financial Services Opportunities Fund ion (PIDCW-6M) is 2.5% for regular plan.