Rating : ★ ★ ★ ★ ☆

Sundaram Financial Services Opportunities Fund Direct Plan Payout Inc Dist cum Cap Wdrl Option

Equity

  

Sectoral Fund

NAV

25.523 +0.0303

(as on 17 Sep, 2021)

RETURNS

16.78 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Expense Ratio

1%

Asset Size

429.80 Cr.

(As of 31 Aug, 2021)

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.

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Fund manager

S Krishnakumar

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹100

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

HDFC Bank Ltd

21.80%

ICICI Bank Ltd

14.83%

Housing Development Finance Corp Ltd

10.52%

Axis Bank Ltd

8.54%

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 4 stars by Morning Star Ratings.

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Overview of Sundaram Asset Management Company Ltd

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