Sundaram Financial Services Opportunities Fund Institutional-Growth

Fund Card

Value Research Rating

Unrated

Our Opinion

₹104.9194

As on 22-Jan-2025

Returns

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Risk

This fund has risk.

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Portfolio of Sundaram Financial Services Opportunities Fund Institutional-Growth

Asset Allocation

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Peer Comparison

Fund name	Risk		Base Expense Ratio (%)
SBI Banking & Financial Services Fund - Regular Plan Invest Online	Very High	loading...	1.50
Nippon India Banking & Financial Services Fund Invest Online	Very High	loading...	1.54
Invesco India Financial Services Fund - Regular Plan Invest Online	Very High	loading...	1.79
Sundaram Financial Services Opportunities Fund - Regular Plan	Very High	loading...	1.80
ICICI Prudential Banking and Financial Services Fund Invest Now	Very High	loading...	1.49

Detailed Comparison

Other details of Sundaram Financial Services Opportunities Fund Institutional-Growth

Assets

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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 ₹1,613 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

Nobody should invest in Banking funds in our opinion, because:

They have a narrow focus on only financial services companies
Instead, diversified equity funds which invest across sectors are better

If you still choose to invest:

Invest only through SIP
Have a 7+ year investment horizon
Be prepared to withstand interim sharp declines in investment value

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.