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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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68.705 (1.536%)
NAV on March 21, 2023
Category Equity:
Sector - Financial Services
Investment StyleBox
Large Blend
Total Assets 602 cr
Turnover Ratio 30.72%
Expense Ratio 0.51%
Exit Load 2.00%if redeemed within
18 Months0.00%if redeemed after 18 Months
Returns
  • 1M: -1.32%
  • 1Y: 11.78%
  • 3M: -5.28%
  • 3Y: 25.76%
  • 6M: -1.29%
  • 5Y: 12.40%
Min Investment 100
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ADDITIONAL INFO
Fund Manager Rohit Seksaria (Since about 5 years) Ashish Aggarwal (Since about 1 year)
ISIN INF903J01NB8
Fund Family Sundaram
P/E Ratio 14.28
P/B Ratio 2.07
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 2.86
Beta 0.98
R-Squared 98.56
Info Ratio 0.82
Tracking Err 3.71
Sortino 0.631
Sharpe 0.438
Std Dev 30.165
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
Tata
Tata Banking & Financial Services Fund Direct Growth
29.831 11.98% 1,272 cr 0.59% Low
Sundaram mutual fund
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
68.705 11.78% 602 cr 0.51% Below Average
Religare invesco mutual fund
Invesco India Financial Services Fund Direct Plan Growth
89.950 6.12% 473 cr 1.08% Low
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
16.091 14.33% 121 cr 1.54% Below Average
Tata
Tata Banking & Financial Services Fund Direct Growth
29.831 11.98% 1,272 cr 0.59% Low
Sundaram mutual fund
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
68.705 11.78% 602 cr 0.51% Below Average
Reliance
Nippon India Banking & Financial Services Fund Direct Plan - Growth
405.719 8.94% 3,827 cr 1.41% High
Best Arbitrage Fund Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Hdfc
HDFC Banking & Financial Services Fund Direct Growth
11.131 10.54% 2,502 cr 0.42% -


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