Sundaram Financial Services Opportunities Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -0.28% | -0.11% |
| 2 Year Return | 6.67% | 12.90% |
| 3 Year Return | 28.55% | 41.33% |
| 4 Year Return | 91.98% | 59.19% |
| 5 Year Return | 69.95% | 77.59% |
| 6 Year Return | 57.08% | 118.07% |
| 7 Year Return | 123.64% | 140.00% |
| Expense Ratio | 0.67% | - |
AMC: SUNDARAM
Category: Equity • Sectoral/Thematic
Launch Date: 01 Jan 2013
Fund Manager: Mr. Rohit Seksaria
Minimum Purchase: ₹100
Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Sundaram Financial Services Opportunities Fund - Direct Plan is managed by SUNDARAM and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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