Sundaram Financial Services Opportunities Fund Institutional-Growth

Fund Card

Value Research Rating

Unrated

₹104.9194

As on 22-Jan-2025

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Returns

Calculate SIP Returns of Sundaram Financial Services Opportunities Fund Institutional-Growth

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Risk

This fund has risk.

Low

Low to Moderate

Moderate

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Portfolio of Sundaram Financial Services Opportunities Fund Institutional-Growth

Asset Allocation

Market Cap Weightage

Portfolio Breakdown

Peer Comparison

Fund name	Risk		Base Expense Ratio (%)
SBI Banking & Financial Services Fund - Regular Plan Invest Online	Very High	loading...	1.49
Nippon India Banking & Financial Services Fund Invest Online	Very High	loading...	1.53
Invesco India Financial Services Fund - Regular Plan Invest Online	Very High	loading...	1.78
Sundaram Financial Services Opportunities Fund - Regular Plan	Very High	loading...	1.79
Quant BFSI Fund - Regular Plan Invest Online	Very High	loading...	1.99

Detailed Comparison

Other details of Sundaram Financial Services Opportunities Fund Institutional-Growth

Assets

Exit Load (Days)

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

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About Sundaram Financial Services Opportunities Fund Institutional-Growth

Sundaram Financial Services Opportunities Fund Institutional-Growth is a equity mutual fund scheme of Sundaram Mutual Fund. Launched on June 16, 2008, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹1,590 Cr.

Sundaram Financial Services Opportunities Fund - Institutional Plan is mandated to invest at least 80 per cent of its assets in the shares of banks and financial services companies. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Suitability

Banking funds are suitable for investors:

Wanting a small, supporting exposure to the financial services sector
Aiming for long term wealth creation
With a 7+ year investment horizon, who can withstand the sharper swings of a concentrated portfolio

Note:

Most investors can skip these funds and stick to diversified equity funds instead
If you choose to invest, do so only through SIP

Latest news on Sundaram Financial Services Opportunities Fund Institutional-Growth

Fund manager changes in various schemes of Sundaram Mutual Fund

2 min read•By News Desk

Sundaram Growth Fund declares dividend at Rs 1.5 per unit

1 min read•By News Desk

Sundaram Mutual Fund: Change in Load Structure

1 min read•By News Desk

Niche Offerings

1 min read•By Research Desk

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FAQ for Sundaram Financial Services Opportunities Fund Institutional-Growth

How to Invest in Sundaram Financial Services Opportunities Fund Institutional-Growth?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Financial Services Opportunities Fund Institutional-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Financial Services Opportunities Fund Institutional-Growth can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.