1M
6M
1Y
3Y
5Y
All
| NAV: 24 May 2024 | ₹103.37 |
| Min. SIP amount | ₹100 |
| Rating | 5 |
| Fund size | ₹1,258.41Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 36.5% | 20.5% | 17.8% | 14.8% |
| Category average | 24.5% | 15.7% | 12.1% | NA |
| Rank with in category | 2 | 1 | 1 | NA |
Understand terms
Holdings (25)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 16.16% |
HDFC Bank Ltd. | Financial | Equity | 15.69% |
Axis Bank Ltd. | Financial | Equity | 9.38% |
State Bank of India | Financial | Equity | 6.34% |
Power Finance Corporation Ltd. | Financial | Equity | 5.37% |
Ujjivan Financial Services Ltd. | Financial | Equity | 4.16% |
Bajaj Finance Ltd. | Financial | Equity | 3.86% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 3.77% |
Equitas Small Finance Bank Ltd. | Financial | Equity | 3.71% |
Shriram Finance Ltd | Financial | Equity | 3.61% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.78%
Inclusive of GST
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Rohit SeksariaJan 2022 - PresentView details
Rohit Seksaria
Jan 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Ashish AggarwalJan 2022 - PresentView details
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Financial Services Opportunities Fund Direct Growth
VS
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