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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Financial Services Opportunities Fund Direct Plan Growth Option

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72.932 (-0.429%)
NAV on December 02, 2022
Category Equity:
Sector - Financial Services
Investment StyleBox
Large Blend
Total Assets 618 cr
Turnover Ratio 30.72%
Expense Ratio 1.13%
Exit Load 2.00%if redeemed within
18 Months0.00%if redeemed after 18 Months
Returns
  • 1M: 4.62%
  • 1Y: 14.31%
  • 3M: 8.62%
  • 3Y: 13.80%
  • 6M: 20.84%
  • 5Y: 12.63%
Min Investment 100
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ADDITIONAL INFO
Fund Manager Rohit Seksaria (Since almost 5 years) Ashish Aggarwal (Since 11 months)
ISIN INF903J01NB8
Fund Family Sundaram
P/E Ratio 16.39
P/B Ratio 2.19
Launch Date January 01, 2013
Benchmark IISL Nifty Financial Services TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs IISL Nifty Financial Services TR INR

Alpha 2.14
Beta 0.98
R-Squared 98.62
Info Ratio 0.62
Tracking Err 3.63
Sortino 0.642
Sharpe 0.446
Std Dev 30.245
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 100.0%
Industrial 0.0%
Technology 0.0%
Basic Materials 0.0%
Consumer Cyclical 0.0%
Utilities Services 0.0%
Healthcare Services 0.00%
Energy Services 0.00%
Communication Services 0.00%
Consumer Defensive 0.00%
Real Estate 0.00%
INVESTMENT OBJECTIVE

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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Sector Financial Services Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Taurus mutual fund
Taurus Banking & Financial Services Fund Direct Plan Growth Option
43.420 15.36% 9 cr 1.69% Below Average
Tata
Tata Banking & Financial Services Fund Direct Growth
32.174 13.39% 1,196 cr 0.61% Low
Sbi
SBI Banking & Financial Services Direct Growth
29.083 11.63% 3,867 cr 0.78% Average
Best Sector Financial Services Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Lic mutual funds
LIC MF Banking & Financial Services Fund Direct Growth
17.266 17.43% 89 cr 1.54% Below Average
Taurus mutual fund
Taurus Banking & Financial Services Fund Direct Plan Growth Option
43.420 15.36% 9 cr 1.69% Below Average
Sundaram mutual fund
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
72.932 14.31% 618 cr 1.13% Below Average
Tata
Tata Banking & Financial Services Fund Direct Growth
32.174 13.39% 1,196 cr 0.61% Low


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