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Sundaram Financial Services Opportunities Fund

Fund Sundaram Mutual Fund
Category Equity - Sectoral/Thematic
Type Open Ended
NAV(01/08/2025) 101.2199
Percentage Returns
1 Month Ago -5.29%
3 Months Ago -0.54%
1 Year Ago 2.84%
Inception Date 4/17/2008
Fund Manager Mr. Rohit Seksaria
Initial Price 10.00
Min. Invest. `100
Objectives The investment objective of the scheme is 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.
Entry Load Nil
Exit Load If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.

Trailing Returns

  1 Mth 3 Mths 1 Yr 3 Yrs
Scheme-5.29-0.542.8419.17
Category-3.055.02-2.0154.96
Sensex-3.70.44-1.5511.52
Nifty-3.820.94-1.7812.31

Other Options

Options NAV (`)
Growth101.2199 (01/08/2025)
IDCW31.3793 (01/08/2025)
IDCW-Reinvestment31.3793 (01/08/2025)

Asset Allocation

Holding DateValue (` Cr.)
30/06/20251604.71
31/05/20251547.94
30/04/20251524.15
31/03/20251415.22
28/02/20251325.29

Mutual Fund

Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,, Chennai (Madras), Tamil Nadu, India - 600014
Email : babamj@sundarammutual.com
Web : https://www.sundarammutual.com

Registrar

KFIN Technologies Pvt. Ltd.

Enter Stock

DOW Jones43588.58-1.23%
Nasdaq20650.13-2.24%
S&P 5006238.01-1.60%
Nikkei 22540105.74-1.70%
Hang Seng24569.590.25%
Shanghai Composite3566.790.19%
Straits Times4186.850.79%
FTSE 1009068.58-0.70%
Sensex80599.91-0.72%
NSE Index24565.35-0.81%
BSE 1000 10611.6-1.10%
BSE 100LCTMC9075.74-0.91%
BSE Auto 52356.92-1.03%
BSE BasicMat7686.88-1.67%
BSE Bharat228305.65-0.91%
BSE CDGSI 9410.09-0.94%
BSE CPSE 3693.79-1.54%

Commodity

Gold97770-0.30%
Silver109416-0.54%
Copper820.15101.12%
Crude Oil64130.66%
Lead192.443.15%
Mentha Oil1067.40.96%
Nickel2480223.38%

Currency

USD/INR 87.35(-0.23 %)
GBP/INR 115.34(-0.77 %)
EUR/INR 99.88(-0.36 %)
JPY/INR 0.58(-1.37 %)
CAD/INR 63.12(-0.04 %)
HKD/INR 11.12(-0.28 %)

Announcement Calendar

Upcoming

BOARD MEETINGS
Company Name : Aban Offshore
Date : 11-08-2025