Sundaram Financial Services Opp Reg-G

Fund Category: Sectoral / Thematic

Fund Category Sectoral / Thematic

Very High Equity G

4 Morning Star

4 Value Research

NAV( 2 Feb 2023)

₹ 63.51
6.39%

Sundaram Financial Services Opp Reg-G

Invest now
Performance

16.64%3y Returns

0.17% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ 100
  • Lock In

    0
  • Expense ratio

    2.42%
  • Exit load

    0.0% For units more than 25% of the investments
    L After 365 days
    View more
  • 0.0%

    an exit load of 1% if redeemed within 365 days.

Fund details
View Fund Documents
  • Fund size

    ₹ 619 Cr
  • Plan

    REGULAR
  • Launch date

    17 Apr 2008
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Financial Services Total Return Index
  • ISIN

    INF903J01629
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Housing Development Finance Corpn. Ltd. 9.47%
Max Financial Services Ltd. 0.62%
Indusind Bank Ltd. 1.97%
ICICI Bank Ltd. 17.64%
State Bank of India 8.09%
Home First Finance Company India Ltd. 2.89%
Kotak Mahindra Bank Ltd. 6.11%
Indostar Capital Finance Ltd. 1.43%
Aditya Birla Capital Ltd. 0.83%
HDFC Bank Ltd. 20.22%
Shriram Transport Finance Company Ltd. 1.61%
Axis Bank Ltd. 7.14%
Bajaj Finserv Ltd. 6.57%
LIC Housing Finance Ltd. 0.5%
Cholamandalam Investment & Finance Company Ltd. 1.79%
Mahindra & Mahindra Financial Services Ltd. 0.12%
AU Small Finance Bank Ltd. 1.3%
ICICI Securities Ltd. 0.23%
JM Financial Ltd. 0.33%
UTI Asset Management Company Ltd. 0.35%
CSB Bank Ltd. 3.13%
Bajaj Finance Ltd. 1.1%
The Federal Bank Ltd. 1.0%
HDFC Life Insurance Co Ltd. 0.55%
SBI Life Insurance Company Ltd. 0.89%
ICICI Lombard General Insurance Company Ltd. 0.59%
Sectors
Company Allocation %
Insurance 2.03%
Financial 94.44%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

  • Funds Offered

    13
  • AUM

    ₹ 15,701 Cr
  • Highest Return

    23.06%
About

Rohit Seksaria Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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