3 Year return
18.08%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1497.89 Cr.
Expense Ratio
0.76% (inclusive of GST)
Exit Load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Sundaram Mutual Fund Managers
RS
Rohit Seksaria
Fund Manager since Mar 2016
Fund House Details
Sundaram Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Invesco India Infrastructure Fund |
30.79% |
0 |
Quant Infrastructure Fund |
28.06% |
0 |
DSP Healthcare Fund |
22.47% |
0 |
Schemes by Sundaram Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) Direct Plan Monthly IDCW Reinvestment
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 | 19.89% |
Expense Ratio | 0.76% |
Fund Manager | Rohit Seksaria |
Fund Size | ₹1497.89 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 |
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.
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FAQs
What is today's NAV of Sundaram Financial Services Opportunities Fund?
What is the AUM of Sundaram Financial Services Opportunities Fund?
What is the expense ratio of Sundaram Financial Services Opportunities Fund?
What are the returns of Sundaram Financial Services Opportunities Fund since inception?
What is the minimum SIP amount to invest in Sundaram Financial Services Opportunities Fund?
How do I invest in Sundaram Financial Services Opportunities Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Sundaram Financial Services Opportunities Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Sundaram Financial Services Opportunities Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Sundaram Financial Services Opportunities Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.