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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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84.979 (-1.016%)
NAV on September 21, 2023
Category Equity:
Sector - Financial Services
Investment StyleBox
Large Blend
Total Assets 831 cr
Turnover Ratio 58.29%
Expense Ratio 0.90%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: 3.16%
  • 1Y: 22.09%
  • 3M: 7.68%
  • 3Y: 31.43%
  • 6M: 23.69%
  • 5Y: 17.28%
Min Investment 100
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ADDITIONAL INFO
Fund Manager Rohit Seksaria (Since over 5 years) Ashish Aggarwal (Since over 1 year)
ISIN INF903J01NB8
Fund Family Sundaram
P/E Ratio 12.76
P/B Ratio 2.21
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 6.07
Beta 0.95
R-Squared 95.96
Info Ratio 1.50
Tracking Err 4.33
Sortino 2.511
Sharpe 1.041
Std Dev 20.824
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
Sundaram mutual fund
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
84.979 22.09% 831 cr 0.90% Below Average
Tata
Tata Banking & Financial Services Fund Direct Growth
36.503 20.26% 1,652 cr 0.54% Low


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