Sundaram Financial Services Opportunities Fund Institutional Growth
Medium
Risk
Equity
Other
+
19.31
%
19.31
%
3Y annualised
+
0.25
%
0.25
%
1D
1M
6M
1Y
3Y
All
Fund size
1142
NAV:
Mar 7, 2024
101.855
Sector
Tech
Type
Equity
Launched
Jun 2008
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
18.02
%
HDFC Bank Ltd
15.85
%
Axis Bank Ltd
8.99
%
State Bank of India
6.44
%
Power Finance Corp Ltd
6.24
%
Cholamandalam Financial Holdings Ltd
4.55
%
Ujjivan Financial Services Limited
4.19
%
Shriram Finance Ltd
3.85
%
Can Fin Homes Ltd
3.8
%
Bajaj Finance Ltd
3.45
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Financial Services Opportunities Fund Institutional Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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