Sundaram Financial Services Opportunities Fund Inst Growth

Fund Returns

NAV Rs. 41.04 0.00 %
(as on Jan. 7, 2019)
1 yr Return 10.28 %
3 yr. Return 18.17 %
5 yr. Return 15.84 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 41.04 0.00 %
(as on Jan. 7, 2019)
10.28 % 18.17 % 15.84 %

Scheme Details

Launch Date June 10, 2008
Fund Size Rs. 146.42 cr.
Category Equity | Sector Specific - Banks & Financial Services
Fund Manager S. Krishnakumar
AMC Sundaram Asset Management Company Limited
Fund Benchmark Nifty Financial Services Index
Risk Profile Aggressive
Risk Rating 9 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 0.00
Expense Ratio 2.65 %
Exit load 1% on or before 12M, Nil after 12M

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.56 10.71 14.5 10.28 18.17 15.84
Rank Within Category 1 1 None 46 1 4

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home

Scheme Details

Launch Date June 10, 2008 Fund Size Rs. 146.42 cr.
Category Equity | Sector Specific - Banks & Financial Services Fund Manager S. Krishnakumar
AMC Sundaram Asset Management Company Limited Fund Benchmark Nifty Financial Services Index
Risk Profile Aggressive Risk Rating 9 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 0.00 2.65 % 1% on or before 12M, Nil after 12M

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 0.56 10.71 14.5 10.28 18.17 15.84
Rank Within Category 1 1 None 46 1 4

AMC Contact Information

AMC Sundaram Asset Management Company Limited
Address Sundaram Towers, 2nd Floor, 46 White Road, Royapettah,, Chennai - 600 014.
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/Home