Jun 28, 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(IDCW) | 5.79 | 13.21 | 37.58 | 22.35 |
| Benchmark - Nifty PSU Bank | 9.6 | -25.45 | -40.11 | -22.82 |
| Category Average - BEST EQUITY PERFORMERS | 5.5 | 20.11 | 46.01 | 21.21 |
| Category Rank | 8/5 | 6/5 | 7/5 | 8/5 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nippon India Taiwan Equity Fund (G) | 11.3259 | 1.55 | 34.09 | 0.00 | 0.00 | 401.77 | 2.43 | 500.00 | invest |
| Nippon India Taiwan Equity Fund (IDCW) | 11.3259 | 1.55 | 34.09 | 0.00 | 0.00 | 401.77 | 2.43 | 500.00 | invest |
| UTI-Innovation Fund - Regular (G) | 11.5017 | 1.13 | 0.00 | 0.00 | 0.00 | 622.20 | 2.35 | 5,000.00 | invest |
| UTI-Innovation Fund - Regular (IDCW) | 11.5017 | 1.13 | 0.00 | 0.00 | 0.00 | 622.20 | 2.35 | 5,000.00 | invest |
| Taurus Banking & Financial Services Fund (G) | 50.5200 | -0.69 | 23.91 | 15.76 | 13.21 | 10.64 | 2.47 | 500.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-HDFC Bank | May 31, 2024 | 198.99 | 15.68 | 0.75 |
|
| Equity-ICICI Bank | May 31, 2024 | 198.20 | 15.62 | -2.55 |
|
| Equity-Axis Bank | May 31, 2024 | 117.62 | 9.27 | -0.32 |
|
| Equity-St Bk of India | May 31, 2024 | 80.18 | 6.32 | 0.50 |
|
| Equity-Power Fin.Corpn. | May 31, 2024 | 75.34 | 5.94 | 11.53 |
|
| Equity-Ujjivan Small | May 31, 2024 | 52.62 | 4.15 | 0.00 |
|
| Equity-Chola Financial | May 31, 2024 | 47.76 | 3.76 | 0.72 |
|
| Equity-Bajaj Finance | May 31, 2024 | 47.04 | 3.71 | -3.26 |
|
| Equity-Equitas Sma. Fin | May 31, 2024 | 47.01 | 3.70 | 0.68 |
|
| Equity-Can Fin Homes | May 31, 2024 | 43.23 | 3.41 | -4.65 |
|
Sundaram Mutual Fund has announced 19 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 14 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced change in the benchmark of Invesco Sunda...
Sundaram Mutual Fund has announced 12 June 2024 as the record date for the ...
Sundaram Mutual Fund has announced 05 June 2024 as the record date for the ...
Sundaram Mutual Fund have decided to merge the following plans/options of t...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Fin Serv Opportunities-Ins(IDCW) |
| 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 |
| : | dhirent:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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