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Value Research Rating
As on 29-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Sundaram Financial Services Opportunities Fund - Direct Plan
|
|
|
Very High
|
Please wait... |
0.90 |
|
 |
|
Very High
|
Please wait... |
1.03 |
||
|
|
Very High
|
Please wait... |
1.16 |
||
|
|
Very High
|
Please wait... |
0.54 |
||
 |
|
Very High
|
Please wait... |
0.78 |
Sundaram Financial Services Opportunities Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of banks and financial services companies.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Financial Services Opportunities Fund - Direct Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Financial Services Opportunities Fund - Direct Plan is ₹86.1700 as of 30-Sep-2023.
The AUM of Sundaram Financial Services Opportunities Fund - Direct Plan Fund is ₹831 Cr as of 31-Aug-2023
The riskometer level of Sundaram Financial Services Opportunities Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
20.23
|
|
|
15.02
|
|
|
7.31
|
|
|
7.14
|
|
|
3.81
|
As of 31-Aug-2023, Sundaram Financial Services Opportunities Fund - Direct Plan had invested 95.14% in Equity and 4.86% in Cash & Cash Eq. See More
Sundaram Financial Services Opportunities Fund - Direct Plan is 10 years 9 months old. It has delivered 13.78% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
31.55%
|
31.71%
|
18.44%
|
15.04%
|
18.87%
|
13.78%
|
The minimum SIP amount of Sundaram Financial Services Opportunities Fund - Direct Plan is ₹100.
No, There is no lock in period in Sundaram Financial Services Opportunities Fund - Direct Plan.
The expense ratio of Sundaram Financial Services Opportunities Fund - Direct Plan is 0.90%.
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