Sundaram Financial Services Opportunities Fund Inst Growth

Category: Equity: Sectoral-Banking and Financial Services
Launch Date: 10-06-2008
Asset Class: Equity
Benchmark: Nifty Financial Services TRI
Expense Ratio: 2.82% As on (31-10-2019)
Status: Open Ended Schemes
Minimum Investment: 1.0E7
Minimum Topup: 100000.0
Total Assets: 283.72 Cr As on (31-01-2021)
Turn over: 15.00
NAV as on 25-02-2021

61.7969

0.26 (0.4199%)

CAGR Since Inception

15.38%

Nifty Financial Services TRI 19.28%

PERFORMANCE of Sundaram Financial Services Opportunities Fund Inst Growth

Scheme Performance (%) Data as on - 25-02-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Financial Services Opportunities Fund Inst Growth 21.67 14.48 22.84 12.72 15.38
Nifty Financial Services TRI 19.37 17.8 25.09 16.5 19.28
Equity: Sectoral-Banking and Financial Services 16.13 11.44 20.74 13.05 15.25

Yearly Performance (%)

Nav Movement

Fund Managers

Ratish Varier

Investment Objective

The scheme seeks long-term capital appreciation by investing predominantely in equity and equity related securities of Indian companies engaged in the banking and financial services.

RETURNS CALCULATOR for Sundaram Financial Services Opportunities Fund Inst Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Financial Services Opportunities Fund Inst Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Financial Services Opportunities Fund Inst Growth 18.51 0.83 1.06 0.85 - -
Equity: Sectoral-Banking and Financial Services - - - - - -

PEER COMPARISION of Sundaram Financial Services Opportunities Fund Inst Growth

Period
Data as on - 25-02-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Financial Services Opportunities Fund Inst Growth 10-06-2008 21.67 24.41 14.48 22.84 12.72
Sundaram Financial Services Opportunities Fund Reg Growth 10-06-2008 20.22 23.27 13.49 21.79 11.81
Tata Banking And Financial Services Fund-Regular Plan-Growth 18-12-2015 18.95 21.79 14.83 23.38 0.0
SBI Banking and Financial Services Fund - Regular Plan - Growth 01-02-2015 18.3 21.65 17.45 25.1 0.0
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth 05-12-2013 17.0 16.55 9.99 20.64 0.0
IDBI Banking & Financial Services Fund - Regular Plan (Growth) 28-05-2018 16.37 15.74 0.0 0.0 0.0
Taurus Banking & Financial Services Fund - Regular Plan - Growth Option 22-05-2012 15.9 20.22 15.01 21.58 0.0
Baroda Banking and Financial Services Fund - Plan A - Growth Option 22-06-2012 15.16 19.16 13.05 20.09 0.0
Invesco India Financial Services Fund - Retail Growth 14-07-2008 14.49 18.49 11.86 21.68 14.27
ICICI Prudential Banking and Financial Services Fund - Growth 05-08-2008 13.7 15.2 9.58 21.91 16.34

PORTFOLIO ANALYSIS of Sundaram Financial Services Opportunities Fund Inst Growth

Asset Allocation (%)