3 Year return

21.24%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1268.85 Cr.

Expense Ratio

0.78% (inclusive of GST)

Exit Load

If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 1% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.

Ratings

ARQ Rating
0

Ratings by other agencies

4
0
4

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Sundaram Mutual Fund Managers

RS

Rohit Seksaria

Fund Manager since Jan 2024

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹56,666.82 Cr.
No. of Schemes 127
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

About Sundaram Financial Services Opportunities Fund Direct Plan Growth

Sundaram Financial Services Opportunities Fund, managed by Sundaram Mutual Fund, belongs to the sectoral/thematic fund category, aiming to provide growth potential through investments in financial services companies. This direct plan offers a growth option, allowing your investment to appreciate without dividend payouts. The fund maintains an expense ratio that is lower than the average in its category.

Investment Objective of the Scheme

The scheme's primary objective is to offer investors exposure to the growth potential of companies within the financial services sector. Sundaram Financial Services Opportunities Fund Direct Plan Growth aims to achieve this by primarily investing in stocks of financial services companies. The fund focuses on generating capital appreciation over the medium to long term.

Key Features of The Fund

5-year return 18.51%
Expense Ratio 0.78%
Fund Manager Rohit Seksaria
Fund Size ₹1268.85 Cr
Risk Profile Very High

Is This Scheme Right for Me?

If you're interested in capitalising on the growth potential of companies within the financial services sector and are comfortable with a growth-oriented strategy without regular dividend payouts, Sundaram Financial Services Opportunities Fund Direct Plan Growth could be a suitable choice. This fund aligns with individuals aiming for higher growth potential from the financial services industry. However, investments in specific sectors carry sector-related risks. Evaluate your investment objectives and risk tolerance before considering this fund. Consulting financial experts can provide personalised guidance for well-informed decisions.

AMC Contact Details

Name Sundaram Mutual Fund
Launch Date 1996
Addresss Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact 1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Compare Your SIPs Across Various Mutual Funds

Use our SIP calculator to compare SIPs across different mutual funds. Moreover, by comparing the different expected rates of returns, you can compare the returns on the same amount for different SIPs. Open our SIP calculator to estimate returns and get started on your investment journey today!

FAQs

What is today's NAV of Sundaram Financial Services Opportunities Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Financial Services Opportunities Fund Jun 14 2024 is 106.5897

What is the AUM of Sundaram Financial Services Opportunities Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Financial Services Opportunities Fund is 1268.85 crore.

What is the expense ratio of Sundaram Financial Services Opportunities Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Financial Services Opportunities Fund is 0.78%

What are the returns of Sundaram Financial Services Opportunities Fund since inception?

The Sundaram Financial Services Opportunities Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 14.99 since inception.

What is the minimum SIP amount to invest in Sundaram Financial Services Opportunities Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Financial Services Opportunities Fund is 100.

How do I invest in Sundaram Financial Services Opportunities Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Financial Services Opportunities Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Financial Services Opportunities Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Financial Services Opportunities Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.