Rating : ★ ★ ★ ★ ★
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
 ÂSectoral Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
568.45 Cr.
(As of 31 Jul, 2022)
Benchmark
IISL Nifty Financial Services TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
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.
 
Fund manager
S Krishnakumar
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹250
Minimum investment
₹100
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
ICICI Bank Ltd
18.28%
HDFC Bank Ltd
15.53%
Housing Development Finance Corp Ltd
9.99%
State Bank of India
9.83%
Sector Allocation
About the Scheme Type
As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.
Ratings
This fund is rated 5 stars by Morning Star Ratings.