16494
18076
Sundaram Fin Serv Opportunities - Direct Growth
20.73
10.39
16.04
-1.09
-1.20
-8.32
-3.37
14.25
  • NAV

    106.26

    as on 27 Dec 2024

  • ₹-0.01 (-0.01%)

    Last Change

  • 20.73%

    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 27 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 10.39%
  • 20.73%
  • 16.04%
  • 14.25
  • 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  • 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment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

Low Low to
moderate
Moderate Moderately
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High
  • Fund Name

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 27 Dec 2024

The expense ratio of Sundaram Fin Serv Opportunities - Direct Growth is % as of 27 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 27 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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