Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Sundaram Financial Services Opportunities Fund Regular Plan - Growth is a scheme launched by Sundaram Mutual Fund on June 10, 2008, and falls under the Banking & Financial fund category. It currently manages an AUM of Rs 1,460.09 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 2.14% for managing the portfolio.

• Investing Strategy:

  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:

  Sundaram Financial Services Opportunities Fund Regular Plan - Growth trailing returns over different times are -0.12% (1 year), 16.43% (3 year) and 22.15% (5 year). The average annual return of this fund stands at 5.99%.