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Latest NAV & returns of SUNDARAM BNP PARIBAS AMC LTD.

Sundaram Financial Services Opportunities Fund Institutional Reinvestment Inc Dist cum Cap Wdrl

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previously known as Sundaram Fin Services Opp Instl DR until

33.850 (-1.752%)
NAV on January 06, 2025
Category Equity:
Sector - Financial Services
Investment StyleBox
Large Blend
Total Assets 1,676 cr
Turnover Ratio 82.57%
Expense Ratio 2.08%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: -5.15%
  • 1Y: 6.88%
  • 3M: -11.74%
  • 3Y: 17.15%
  • 6M: -5.02%
  • 5Y: 15.87%
Min Investment 100
ADDITIONAL INFO
Fund Manager Rohit Seksaria (Since about 8 years)
ISIN INF903J01645
Fund Family Sundaram
P/E Ratio 14.98
P/B Ratio 1.85
Launch Date June 10, 2008
Benchmark Nifty Financial Services TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty Financial Services TR INR

Alpha 6.67
Beta 0.95
R-Squared 88.51
Info Ratio 1.46
Tracking Err 4.98
Sortino 1.689
Sharpe 0.852
Std Dev 14.583
Risk -
SECTOR WEIGHTINGS (%)
Financial 98.39%
Industrial 0.0%
Technology 1.61%
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.

View Factsheet
Top Sector Financial Services Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Sbi
SBI Banking & Financial Services Direct Growth
51.375 28.73% 10,415 cr 0.72% Low
Religare invesco mutual fund
Invesco India Financial Services Fund Direct Plan Growth
173.970 27.82% 1,628 cr 0.79% Above Average
Sundaram mutual fund
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
123.512 22.91% 1,676 cr 0.76% Above Average
Best Sector Financial Services Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Sbi
SBI Banking & Financial Services Direct Growth
51.375 28.73% 10,415 cr 0.72% Low
Religare invesco mutual fund
Invesco India Financial Services Fund Direct Plan Growth
173.970 27.82% 1,628 cr 0.79% Above Average


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