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Sundaram Financial Services Opportunities Direct growth
Equity • Financial Services • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Financial Services
Direct growth
Launched On
01 Jan 2013
12.1 years ago
Lock-in Period
No lock-in
NAV
as of 06 Feb 2025
₹106.61
+0.2331% (0.30)
AUM
₹1,450 Cr
Expense ratio
0.79%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.5%
If units sold after 30D
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹59,315 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Rohit Seksaria
Experience: 7.10 yrs • Total AUM: 1,17,804 Cr
Ashish Aggarwal
Experience: 3.10 yrs • Total AUM: 69,124 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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