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Sundaram Financial Services Opportunities Fund Institutional Plan Growth
NAV (Apr 16,2024)
The Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth offers growth opportunities for investors. With a minimum investment of INR 5,000 and an established date of June 10, 2008, this fund has an AUM (Assets Under Management) of INR 1,085.14 crore. The fund's PE (Price to Earnings) ratio stands at 19.71 and PB (Price to Book) ratio at 2.87, making it an attractive investment option for those seeking potential returns in the financial services sector.
Sundaram Financial Services Opportunities Fund Institutional Plan Growth Latest Trend
- 1M
- 2M
- 3M
Sundaram Financial Services Opportunities Fund Institutional Plan Growth Latest Trend
Risk Ratios
- P/E Ratio19.71
- P/B Ratio2.87
- Alpha0.09
- Beta0.86
- Sharpe0.16
- Sortino0.27
Fund Overview
0%
0%
No Lock-in
₹ 1085.14 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 19, 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 %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 9,993.22 (-0.07%) | ₹ 11,387.7 (13.88%) | ₹ 13,680.86 (36.81%) | ₹ 17,988.42 (79.88%) | ₹ 22,801.56 (128.02%) |
₹ 30,000 | ₹ 29,979.66 (-0.07%) | ₹ 34,163.1 (13.88%) | ₹ 41,042.58 (36.81%) | ₹ 53,965.26 (79.88%) | ₹ 68,404.68 (128.02%) |
₹ 50,000 | ₹ 49,966.1 (-0.07%) | ₹ 56,938.5 (13.88%) | ₹ 68,404.3 (36.81%) | ₹ 89,942.1 (79.88%) | ₹ 1,14,007.8 (128.02%) |
₹ 80,000 | ₹ 79,945.76 (-0.07%) | ₹ 91,101.6 (13.88%) | ₹ 1,09,446.88 (36.81%) | ₹ 1,43,907.36 (79.88%) | ₹ 1,82,412.48 (128.02%) |
₹ 1,00,000 | ₹ 99,932.2 (-0.07%) | ₹ 1,13,877 (13.88%) | ₹ 1,36,808.6 (36.81%) | ₹ 1,79,884.2 (79.88%) | ₹ 2,28,015.6 (128.02%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Ltd19.74%
- ICICI Bank Ltd18.39%
- Axis Bank Ltd8.46%
- State Bank of India6.79%
- TREPS6.44%
- Power Finance Corporation Ltd5.66%
- Cholamandalam Financial Holdings Ltd4.22%
- Ujjivan Financial Services Ltd3.86%
- Equitas Small Finance Bank Limited3.71%
- Shriram Finance Ltd3.37%
- IndusInd Bank Ltd3.11%
- Can Fin Homes Ltd2.69%
- Bajaj Finance Ltd2.65%
- Bank of India2.02%
- Aavas Financiers Ltd1.71%
- ICICI Prudential Life Insurance Company Ltd1.67%
- CSB Bank Ltd1.56%
- REC Ltd1.48%
- SBI Life Insurance Company Ltd1.14%
- Multi Commodity Exchange of India Ltd1.03%
- Cholamandalam Investment and Finance Company Ltd0.88%
- Kotak Mahindra Bank Ltd0.72%
- Days T Bill0.44%
- ICICI Lombard General Insurance Company Ltd0.43%
- Cash and Other Net Current Assets-2.18%
- Bank - Private55.69%
- Finance Term Lending11.00%
- Bank - Public8.81%
- Finance - NBFC6.90%
- Finance - Housing4.41%
- Miscellaneous4.27%
- Finance - Investment4.22%
- Insurance3.24%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Quant Infrastructure Fund - Growth | EQUITY | Very High | 49.93% |
Invesco India Infrastructure Fund - Growth | EQUITY | Very High | 36.13% |
DSP India T.I.G.E.R. Fund - Regular Plan - Growth | EQUITY | Very High | 29.03% |
Bank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth | EQUITY | Very High | 28.85% |
Tata Infrastructure Fund - Regular Plan - Growth | EQUITY | Very High | 27.20% |
Canara Robeco Infrastructure Fund - Regular Plan - Growth | EQUITY | Very High | 26.72% |
Mahindra Manulife Consumption Fund - Regular Plan - Growth | EQUITY | Very High | 17.19% |
IDBI Banking & Financial Services Fund - Regular Plan - Growth | EQUITY | Very High | 14.26% |
Mirae Asset Great Consumer Fund - Regular Plan - Growth | EQUITY | Very High | 13.10% |
ITI Banking & Financial Services Fund - Regular Plan - Growth | EQUITY | Very High | 7.00% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Infrastructure Fund - Growth | EQUITY | Very High | 77.82% |
Invesco India Infrastructure Fund - Growth | EQUITY | Very High | 64.60% |
Tata Infrastructure Fund - Regular Plan - Growth | EQUITY | Very High | 60.08% |
DSP India T.I.G.E.R. Fund - Regular Plan - Growth | EQUITY | Very High | 59.62% |
Bank of India Manufacturing & Infrastructure Fund - Regular Plan - Growth | EQUITY | Very High | 54.38% |
Canara Robeco Infrastructure Fund - Regular Plan - Growth | EQUITY | Very High | 52.16% |
Mahindra Manulife Consumption Fund - Regular Plan - Growth | EQUITY | Very High | 34.42% |
Mirae Asset Great Consumer Fund - Regular Plan - Growth | EQUITY | Very High | 34.41% |
Aditya Birla Sun Life India GenNext Fund - Growth | EQUITY | Very High | 28.15% |
Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth | EQUITY | Very High | 27.79% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Kotak Infrastructure and Economic Reform Fund - Growth | EQUITY | Very High | 35.65% |
LIC MF Infrastructure Fund - Regular Plan - Growth | EQUITY | Very High | 30.71% |
Taurus Infrastructure Fund - Regular Plan - Growth | EQUITY | Very High | 28.00% |
HSBC Infrastructure Equity Fund - Growth | EQUITY | Very High | 22.70% |
IDBI Banking & Financial Services Fund - Regular Plan - Growth | EQUITY | Very High | 21.26% |
ICICI Prudential FMCG Fund - Growth | EQUITY | Very High | 18.74% |
Aditya Birla Sun Life India GenNext Fund - Growth | EQUITY | Very High | 17.32% |
UTI Banking and Financial Services Fund - Regular Plan - IDCW | EQUITY | Very High | 14.15% |
IL&FS Infrastructure Debt Fund - Series 1-C - Regular Plan - Growth | DEBT | Low | 12.36% |
Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth | EQUITY | Very High | 11.63% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
SBI Infrastructure Fund - Regular Plan - Growth | EQUITY | Very High | 25.67% |
Franklin India Technology Fund - Growth | EQUITY | Very High | 22.73% |
HDFC Infrastructure Fund - Growth | EQUITY | Very High | 21.45% |
Aditya Birla Sun Life India GenNext Fund - Growth | EQUITY | Very High | 17.65% |
Mahindra Manulife Consumption Fund - Regular Plan - Growth | EQUITY | Very High | 14.48% |
Nippon India Banking & Financial Services Fund - Growth | EQUITY | Very High | 14.24% |
ICICI Prudential FMCG Fund - Growth | EQUITY | Very High | 14.14% |
Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth | EQUITY | Very High | 12.88% |
IDBI Banking & Financial Services Fund - Regular Plan - Growth | EQUITY | Very High | 8.63% |
HSBC Infrastructure Equity Fund - Growth | EQUITY | Very High | 2.22% |
Fund Managers
Mr. Rohit Seksaria
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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Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth
Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth
Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth
Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth
Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth
Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth
Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth
Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth
Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth
Sundaram Financial Services Opportunities Fund - Institutional Plan - Growth
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