Sundaram Financial Services Opportunities Fund Regular-Growth
Equity
Sectoral-Banking
₹0.26% 1D
NAV on
Fund Summary
Ionic AI
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Fund Overview
- Rating
4 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1613 Cr
- Created on1 June 2008
Fund Ranking
#8
/ 37 in Sectoral-Banking
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month-6.3%
- 1 Year-1.9%
- 3 Year (CAGR)13.2%
- All Time (CAGR)13.8%
Category Return
- 6 Month-6.6%
- 1 Year1.0%
- 3 Year (CAGR)11.2%
- All Time (CAGR)-
Asset Allocation
- Equity95.8%
- Debt0.9%
- Other3.3%
Top 5 Holdings
Top 5 Sectors
- Bajaj Finance4.38%
- Bank of Baroda3.61%
- Bank of India0.89%
- Can Fin Homes0.50%
- Cholamandalam Investment and Finance Company0.74%
Fund Information
- Expense Ratio2.09%
- Exit LoadExit load of 0.5% if redeemed within 30 days
- Lock-In PeriodNo Lock-In
Managed By
Rohit Seksaria
Jan 2022 - Present
Ashish Aggarwal
Jan 2022 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.51 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 16.68 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 5.72 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.96