16494
18076
Sundaram Fin Serv Opportunities - Direct Growth
20.80
10.03
15.72
-5.26
0.22
-8.54
-2.94
14.20
  • NAV

    105.51

    as on 20 Dec 2024

  • ₹-1.93 (-1.79%)

    Last Change

  • 20.80%

    3Y CAGR returns

  • ₹ 100

    Min SIP
  • ₹ 100

    Min Lumpsum
  • 0.78%

    Expense Ratio
  • Rating
  • 1,450 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Dec 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 10.03%
  • 20.80%
  • 15.72%
  • 14.20
  • 7.26Alpha
  • 4.16SD
  • 0.95Beta
  • 0.88Sharpe
  • 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  • 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.

Rohit Seksaria

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moderate
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High

Sundaram Mutual Fund

  • AUM :
  • 67,164Cr
  • Address :
  • Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
  • Contact :
  • +91044-2858 3362/3367
  • Email ID :
  • customerservices@sundarammutual.com
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FAQs

You can invest in Sundaram Fin Serv Opportunities - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Sundaram Fin Serv Opportunities - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Sundaram Fin Serv Opportunities - Direct Growth has delivered 15.24% since inception

The NAV of Sundaram Fin Serv Opportunities - Direct Growth is ₹110.437 as of 20 Dec 2024

The expense ratio of Sundaram Fin Serv Opportunities - Direct Growth is % as of 20 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Sundaram Fin Serv Opportunities - Direct Growth 1268.85 CR as of 20 Dec 2024

The minimum SIP amount of Sundaram Fin Serv Opportunities - Direct Growth is 100

The top stock holdings of Sundaram Fin Serv Opportunities - Direct Growth are

  1. HDFC Bank - 13.67%
  2. ICICI Bank - 13.32%
  3. Axis Bank - 8.90%
  4. Bajaj Finance - 5.30%
  5. St Bk of India - 5.12%

The top sectors Sundaram Fin Serv Opportunities - Direct Growth has invested in are

  1. Banks - 67.08%
  2. Finance - 24.01%
  3. Debt - 3.39%
  4. Insurance - 2.72%
  5. Others - 1.98%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Sundaram Fin Serv Opportunities - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Sundaram Fin Serv Opportunities - Direct Growth based on your investment objective and risk tolerance

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