CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFIDCW

Sundaram Financial Services Opportunities Fund - Dividend Payout

Banks & Financial ServicesEquity - Sectoral Fund - Banks & Financial ServicesBenchmark: Nifty Financial Services - TRI
NAV · 11 Nov 2019₹20.14+0.84%
AUM₹1.7k Crfrom this fund's primary plan
Expense Ratio2.86%
CAGR—
Exit Load1% on or before 12M, Nil after 12M
Min SIP₹100from this fund's primary plan
Launched2008

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.

Fund Mandate

Equity & Equity Related Instruments of comp engaged in Banking and Financial Services80%–100%
Fixed Income, MMI and Cash & Cash Equivalents0%–20%
Investment in REITs & InvITs0%–10%
Other Equities0%–20%
Overseas Securities (Including ETFs)0%–20%
Fund Managers
SK
S. Krishnakumar
Fund Manager
Key Information
2.86%
₹100from this fund's primary plan
₹100
1% on or before 12M, Nil after 12M
Nil
Inception10 Jun 2008
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
Similar Funds
TRUSTMF Small Cap Fund - Growth - Direct PlanTrust MF+28.42%TRUSTMF Small Cap Fund - IDCW - Direct PlanTrust MF+28.42%Kotak Healthcare Fund - Growth - Direct PlanKotak MF+26.51%Kotak Healthcare Fund - IDCW - Direct PlanKotak MF+26.50%Kotak Healthcare Fund - IDCW Payout - Direct PlanKotak MF+26.50%
Compare With

TRUSTMF Small Cap Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Latest News

No recent news found for Sundaram Financial Services Opportunities Fund - Dividend Payout.

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.84%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.86%
1% on or before 12M, Nil after 12M
Nil
₹100from this fund's primary plan
₹100
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme