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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 - Institutional Plan - IDCW

Banks & Financial ServicesEquity - Sectoral Fund - Banks & Financial ServicesBenchmark: Nifty Financial Services - TRI
NAV · 06 Jan 2025₹33.85-1.75%
AUM₹1.7k Crfrom this fund's primary plan
Expense Ratio2.65%
CAGR—
Exit Load0.50% on or before 30D, Nil after 30D
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%
Asset Allocation
Domestic Equity97.6%
Debt1.0%
Cash & Equivalents1.4%
Fund Managers
RS
Rohit Seksaria
Fund Manager
Key Information
2.65%
₹100from this fund's primary plan
₹5,000
0.50% on or before 30D, Nil after 30D
Nil
Inception10 Jun 2008
AMCSundaram MF
Top Holdings
1ICICI Bank Ltd.Bank11.46%
2Axis Bank Ltd.Bank10.05%
3State Bank Of IndiaBank8.17%
4HDFC Bank Ltd.Bank7.88%
5Kotak Mahindra Bank Ltd.Bank5.54%
6Bajaj Finserv Ltd.Finance5.17%
7DCB Bank Ltd.Bank4.79%
8Shriram Finance Ltd.Finance4.33%
9PNB Housing Finance Ltd.Finance4.21%
10Bank Of BarodaBank3.72%
Sector Allocation
Bank61.7%
Finance28.7%
IT5.2%
Insurance2.0%
Miscellaneous1.6%
G-Sec1.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Financial Services Opportunities Fund - Institutional Plan - IDCW.

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Trailing Returns
PeriodReturns
1 Day-1.75%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.65%
0.50% on or before 30D, Nil after 30D
Nil
₹100from this fund's primary plan
₹5,000
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