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

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Sectoral-Banking and Financial Services NAV 20.7193 1.19 04 July, 2022
Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) was previously known as

Sundaram Financial Services Opportunities - Dividend - Payout

Fund Details

Category Sectoral-Banking and Financial Services
Fund Type Open Ended
Investment Plan Dividend
Launch Date 10 June, 2008
Benchmark NIFTY Financial Services
Asset Size(Cr) 493.51 (As on 31-03-2022)
Turn over 31.00%
Min Investment ₹ 100
Min SIP Investment ₹ 250
Min Addl Investment ₹ 100
Exit Load For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 2.62% (As on 31-03-2022)
Fund Manager Ashish Aggarwal,Rohit Seksaria

Investment Returns (As on 04 Jul, 2022)

Duration Returns Benchmark Category
1 W -0.6% -0.86% -0.76%
1 M 1.01% -0.34% 1.36%
3 M -4.59% -6.72% -4.81%
6 M -11.57% -15.03% -12.37%
1 Y 8.43% 6.79% 9.25%
2 Y 32.4% 31.67% 32.43%
3 Y 10.73% 10.31% 7.65%
5 Y 8.65% 13.33% 8.33%

Risk Mesasures (As on 04 Jul, 2022)

Std Dev Sharpe Beta Alpha
Fund 18.61 0.8 -0.83 0.95
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 3.77%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Financial Services Opportunities Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) 8.43% 10.73% 8.65%

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