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Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW)

  • Equity
  • Banking & Financial
  • Very High
  • Current NAV

    ₹29.67 0.1734%

    16-04-2024
  • Annual Returns

    34.26%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 95.32%
  • Debt 0.42%
  • Others 3.23%

Market Cap

Allocation
Large Cap 74.25
Small Cap 18.38
Mid Cap 2.69

Sector Allocation

Financial

Insurance

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
16-Apr-2024
Holdings PE Ratio
16-Apr-2024
1Y Return
ICICI Bank Ltd. Large Cap Financial (24.57) 17.81% 17.67 18.72%
HDFC Bank Ltd. Large Cap Financial (24.57) 15.1% 19.42 -10.86%
Axis Bank Ltd. Large Cap Financial (24.43) 9.19% 28.68 29.81%
State Bank of India Large Cap Financial (15.74) 6.97% 10.34 41.03%
Power Finance Corporation Ltd. Large Cap Financial (16.2) 5.33% 6.97 207.3%
Cholamandalam Financial Holdings Ltd. Small Cap Financial (32.7) 4.03% 12.02 77.77%
Ujjivan Financial Services Ltd. Small Cap Financial (32.7) 4.01% 7.77 102.94%
Bajaj Finance Ltd. Large Cap Financial (32.41) 3.97% 31.41 18.53%
Shriram Finance Ltd Large Cap Financial (19.68) 3.78% 13.62 85.61%
Equitas Small Finance Bank Ltd. Small Cap Financial (24.57) 3.42% 0 44.41%
Can Fin Homes Ltd. Small Cap Financial (9.72) 3.26% 0 35.48%
Indusind Bank Ltd. Large Cap Financial (24.57) 2.71% 13.38 34.44%
Bank Of Baroda Large Cap Financial (15.74) 1.92% 6.99 49.82%
CSB Bank Ltd. Small Cap Financial (24.57) 1.92% 0 52.89%
ICICI Prudential Life Insurance Company Ltd. Large Cap Insurance (25.21) 1.91% 96.34 37.71%
Bank of India Mid Cap Financial (15.74) 1.71% 9.88 80.38%
Aavas Financiers Ltd. Small Cap Financial (9.72) 1.54% 25.66 -14.09%
REC Ltd. Large Cap Financial (16.2) 1.49% 8.61 253.67%
Union Bank of India Large Cap Financial (15.85) 1.42% 8.23 105.54%
SBI Life Insurance Company Ltd. Large Cap Insurance (25.21) 1.17% 0 29.49%
CreditAccess Grameen Ltd. Mid Cap Financial (24.6) 0.98% 17.11 51.01%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 0.6% 26.45 -0.13%
ICICI Lombard General Insurance Comapny Ltd. Large Cap Insurance (44.24) 0.49% 0 51.66%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 0.39% 28.3 41.05%
Angel One Ltd. Small Cap Financial (32.41) 0.2% 24.36 125.86%

Market Cap

Allocation
Others 0.42

Sector Allocation

Financial

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Reserve Bank of India% 364-D 10/10/2024 Financial 0.42% 0%

Market Cap

Allocation
Others 3.23

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.71% 0%
Others Others -0.48% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Financial Services Opportunities Fund Regular Plan?

The top holdings of this fund are ICICI Bank Ltd., HDFC Bank Ltd., Axis Bank Ltd., State Bank of India, Power Finance Corporation Ltd.

Top 5 Sector for Sundaram Financial Services Opportunities Fund Regular Plan?

The major sectors of this fund are Financial, Insurance.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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