Sundaram Financial Services Opportunities Fund Growth

90.67
NAV (Apr 26,2024)

Sundaram Financial Services Opportunities Fund - Growth is a promising investment opportunity for individuals looking to grow their wealth. With an expense ratio of 2.18% and a PE ratio of 19.71, the fund offers great potential for returns. The scheme has an AUM of INR 1085.14 crore and a minimum investment requirement of INR 100. Established on June 10, 2008, this fund provides investors with a chance to capitalize on the financial services sector's growth.

Sundaram Financial Services Opportunities Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Financial Services Opportunities Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    18.59
  • P/B Ratio
    UM_URBAN_MONEY

    2.72
  • Alpha
    UM_URBAN_MONEY

    0.08
  • Beta
    UM_URBAN_MONEY

    0.86
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.17%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1171.30 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,606.9 (6.07%)11,950.83 (19.51%)13,566.34 (35.66%)17,562.37 (75.62%)21,959.6 (119.60%)
31,820.7 (6.07%)35,852.49 (19.51%)40,699.02 (35.66%)52,687.11 (75.62%)65,878.8 (119.60%)
53,034.5 (6.07%)59,754.15 (19.51%)67,831.7 (35.66%)87,811.85 (75.62%)1,09,798 (119.60%)
84,855.2 (6.07%)95,606.64 (19.51%)1,08,530.72 (35.66%)1,40,498.96 (75.62%)1,75,676.8 (119.60%)
1,06,069 (6.07%)1,19,508.3 (19.51%)1,35,663.4 (35.66%)1,75,623.7 (75.62%)2,19,596 (119.60%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Ltd17.50%
  • HDFC Bank Ltd15.05%
  • Axis Bank Ltd8.06%
  • State Bank of India6.20%
  • Power Finance Corporation Ltd5.10%
  • Bajaj Finance Ltd4.34%
  • Cholamandalam Financial Holdings Ltd4.18%
  • Can Fin Homes Ltd3.72%
  • Ujjivan Financial Services Ltd3.62%
  • Shriram Finance Ltd3.59%
  • Equitas Small Finance Bank Limited3.51%
  • TREPS3.32%
  • Union Bank of India2.43%
  • ICICI Prudential Life Insurance Company Ltd2.14%
  • CSB Bank Ltd2.01%
  • Bank of Baroda1.88%
  • Indian Bank1.80%
  • Bank of India1.75%
  • Sundaram Liquid Fund Direct Growth1.54%
  • IndusInd Bank Ltd1.52%
  • REC Ltd1.50%
  • Aavas Financiers Ltd1.36%
  • Creditaccess Grameen Ltd1.19%
  • SBI Life Insurance Company Ltd1.11%
  • Angel One Ltd0.83%
  • Days T Bill0.41%
  • Cholamandalam Investment and Finance Company Ltd0.41%
  • Cash and Other Net Current Assets-0.08%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Infrastructure Fund - GrowthQuant Infrastructure Fund - Growth

EQUITY

Very High

61.95%

Invesco India Infrastructure Fund - GrowthInvesco India Infrastructure Fund - Growth

EQUITY

Very High

36.13%

HDFC Infrastructure Fund - GrowthHDFC Infrastructure Fund - Growth

EQUITY

Very High

31.37%

LIC MF Infrastructure Fund - Regular Plan - GrowthLIC MF Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

30.20%

DSP India T.I.G.E.R. Fund - Regular Plan - GrowthDSP India T.I.G.E.R. Fund - Regular Plan - Growth

EQUITY

Very High

29.03%

Bank of India Manufacturing & Infrastructure Fund - Regular Plan - GrowthBank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

28.85%

Bandhan Infrastructure Fund - Regular Plan - GrowthBandhan Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

28.67%

Tata Infrastructure Fund - Regular Plan - GrowthTata Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

27.20%

Canara Robeco Infrastructure Fund - Regular Plan - GrowthCanara Robeco Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

26.72%

Mirae Asset Great Consumer Fund - Regular Plan - GrowthMirae Asset Great Consumer Fund - Regular Plan - Growth

EQUITY

Very High

13.10%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Infrastructure Fund - GrowthQuant Infrastructure Fund - Growth

EQUITY

Very High

81.70%

Invesco India Infrastructure Fund - GrowthInvesco India Infrastructure Fund - Growth

EQUITY

Very High

64.60%

Tata Infrastructure Fund - Regular Plan - GrowthTata Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

60.08%

DSP India T.I.G.E.R. Fund - Regular Plan - GrowthDSP India T.I.G.E.R. Fund - Regular Plan - Growth

EQUITY

Very High

59.62%

Bank of India Manufacturing & Infrastructure Fund - Regular Plan - GrowthBank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

54.38%

Canara Robeco Infrastructure Fund - Regular Plan - GrowthCanara Robeco Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

52.16%

Mahindra Manulife Consumption Fund - Regular Plan - GrowthMahindra Manulife Consumption Fund - Regular Plan - Growth

EQUITY

Very High

34.42%

Mirae Asset Great Consumer Fund - Regular Plan - GrowthMirae Asset Great Consumer Fund - Regular Plan - Growth

EQUITY

Very High

34.41%

ITI Banking & Financial Services Fund - Regular Plan - GrowthITI Banking & Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

21.56%

IDBI Banking & Financial Services Fund - Regular Plan - GrowthIDBI Banking & Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

20.66%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Infrastructure Fund - GrowthQuant Infrastructure Fund - Growth

EQUITY

Very High

40.80%

DSP India T.I.G.E.R. Fund - Regular Plan - GrowthDSP India T.I.G.E.R. Fund - Regular Plan - Growth

EQUITY

Very High

35.43%

Invesco India Infrastructure Fund - GrowthInvesco India Infrastructure Fund - Growth

EQUITY

Very High

34.39%

Tata Infrastructure Fund - Regular Plan - GrowthTata Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

32.74%

Bank of India Manufacturing & Infrastructure Fund - Regular Plan - GrowthBank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

31.91%

Canara Robeco Infrastructure Fund - Regular Plan - GrowthCanara Robeco Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

31.12%

Mirae Asset Great Consumer Fund - Regular Plan - GrowthMirae Asset Great Consumer Fund - Regular Plan - Growth

EQUITY

Very High

20.90%

Mahindra Manulife Consumption Fund - Regular Plan - GrowthMahindra Manulife Consumption Fund - Regular Plan - Growth

EQUITY

Very High

18.66%

Aditya Birla Sun Life India GenNext Fund - GrowthAditya Birla Sun Life India GenNext Fund - Growth

EQUITY

Very High

17.32%

Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - GrowthBaroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

14.71%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Manufacturing & Infrastructure Fund - Regular Plan - GrowthBank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

27.06%

Kotak Infrastructure and Economic Reform Fund - GrowthKotak Infrastructure and Economic Reform Fund - Growth

EQUITY

Very High

24.43%

HDFC Infrastructure Fund - GrowthHDFC Infrastructure Fund - Growth

EQUITY

Very High

21.45%

Taurus Infrastructure Fund - Regular Plan - GrowthTaurus Infrastructure Fund - Regular Plan - Growth

EQUITY

Very High

21.08%

Aditya Birla Sun Life India GenNext Fund - GrowthAditya Birla Sun Life India GenNext Fund - Growth

EQUITY

Very High

17.65%

ICICI Prudential FMCG Fund - GrowthICICI Prudential FMCG Fund - Growth

EQUITY

Very High

14.14%

UTI Banking and Financial Services Fund - Regular Plan - IDCWUTI Banking and Financial Services Fund - Regular Plan - IDCW

EQUITY

Very High

11.53%

Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - GrowthBaroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth

EQUITY

Very High

11.49%

IL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - GrowthIL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - Growth

DEBT

Low

5.12%

HSBC Infrastructure Equity Fund - GrowthHSBC Infrastructure Equity Fund - Growth

EQUITY

Very High

2.22%

Fund Managers

RS

Mr. Rohit Seksaria

AA

Mr. Ashish AgarwalFund Manager

Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.

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