Sundaram Financial Services Opportunities

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An open ended equity scheme investing in the financial services sector.

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Fund Managers

Mr. Shiv Chanani

Fund Manager

Mr. Shiv Chanani

Sundaram Financial Services Opportunities

Fund Overview:

The Fund seeks to benefit from the financial services sector appearing set for significant growth, with the overall growth of the Indian economy. The Fund Manager adopts an active management style to optimize returns.

Suitability:

This fund is suitable for investors who are seeking capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in banking and financial Services.

Investment Returns:

* 0 - indicates No Value
Data as on Oct, 2018
Click here for performance track record of all funds

Dividends declared in the last 2 years under Regular plan of the scheme
Record Date Percentage per unit NAV
06/09/2017 5 0.50 20.5644
11/04/2017 5 0.50 19.7068
11/08/2016 5.0 0.50 17.3549
Total dividends paid since inception - 90% - 9
 
High Risk

This product is suitable for investors who are seeking*

  • Long term capital growth.
  • Investment in equity and equity related instruments of companies engaged in Banking & Financial Services.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Past performance may or may not be sustained in future.

Fund Facts

Inception June, 2008
Scheme Type Thematic Fund
Benchmark Nifty Financial Services
Fund Manager S. Krishna Kumar
Investment Objective Seek capital appreciation by investing predominantly in equity and equity related stocks of Indian companies engaged in banking and financial services.
Average AUM for the month of Mar Crores
Plans Regular, Direct
Options
Growth
Dividend – Payout; Reinvest; Sweep
Min. Initial Investment 5,000 and multiples of Rs 1 thereafter
SIP/STP
Quarterly - 750
Monthly - 250
Weekly - 1,000
Min. Additional Purchase 5,000 and in multiples of Rs.1 thereafter
Entry Load Not applicable
Exit Load (both plans) 1% if Redeemed within 12 months from the date of allotment