Nov 19, 2024
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.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Fin Serv Opportunities-Ins(G) | -5.17 | 3.62 | 18.83 | 16.92 |
| Benchmark - Nifty PSU Bank | 9.6 | -25.45 | -40.11 | -22.82 |
| Category Average - BEST EQUITY PERFORMERS | -5.9 | 6.66 | 30.15 | 16.56 |
| Category Rank | 7/7 | 7/7 | 6/7 | 7/7 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nippon India Taiwan Equity Fund (IDCW) | 11.4604 | 2.98 | 25.58 | 0.00 | 0.00 | 364.14 | 2.43 | 500.00 | invest |
| Nippon India Taiwan Equity Fund (G) | 11.4604 | 2.98 | 25.58 | 0.00 | 0.00 | 364.14 | 2.43 | 500.00 | invest |
| SBI Automotive Opportunities Fund - Regular (G) | 9.6655 | 1.62 | 0.00 | 0.00 | 0.00 | 6,003.23 | 1.79 | 5,000.00 | invest |
| SBI Automotive Opportunities Fund - Regular (IDCW) | 9.6656 | 1.62 | 0.00 | 0.00 | 0.00 | 6,003.23 | 1.79 | 5,000.00 | invest |
| SBI Energy Opportunities Fund - Regular (G) | 10.1076 | -0.49 | 0.00 | 0.00 | 0.00 | 10,889.77 | 1.72 | 5,000.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-ICICI Bank | Oct 31, 2024 | 191.97 | 13.21 | 30.47 |
|
| Equity-HDFC Bank | Oct 31, 2024 | 189.36 | 13.03 | 5.06 |
|
| Equity-Axis Bank | Oct 31, 2024 | 131.68 | 9.06 | -5.90 |
|
| Equity-Bajaj Finance | Oct 31, 2024 | 78.37 | 5.39 | 2.55 |
|
| Equity-St Bk of India | Oct 31, 2024 | 72.61 | 5.00 | 4.10 |
|
| Equity-Shriram Finance | Oct 31, 2024 | 55.91 | 3.85 | -17.14 |
|
| Equity-Bank of Baroda | Oct 31, 2024 | 53.79 | 3.70 | 1.28 |
|
| Equity-CSB Bank | Oct 31, 2024 | 51.72 | 3.56 | 3.20 |
|
| Equity-Equitas Sma. Fin | Oct 31, 2024 | 50.59 | 3.48 | -6.77 |
|
| Reverse Repo-TREPS | Oct 31, 2024 | 48.91 | 3.37 | 10.45 |
|
Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...
Sundaram Mutual Fund has announced change in exit load structure under foll...
Sundaram Mutual Fund has announced that Mr. Ashwin Jain has been appointed ...
Sundaram Mutual Fund has announced 25 October 2024 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
Sundaram Mutual Fund has announced 17 October 2024 as the record date for t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Fin Serv Opportunities-Ins(G) |
| Contact Persone | : | Rohit Seksaria |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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