Sundaram Financial Services Opportunities Fund

An open-ended equity scheme investing in the banking & financial services sector

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Sundaram Financial Services Opportunities Fund

About This Fund

Invests in stocks across banking, insurance, asset management, NBFCs and others involved in financial services
Capitalises on the increasing demand for financial services in India

NAV as on

Returns since inception as on

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

Invests in stocks across banking, insurance, asset management, NBFCs and others involved in financial services
Capitalises on the increasing demand for financial services in India

Ideal 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.
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.

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.

Benchmark Index

Tier I:
Tier II:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SIP/STP

Minimum Investment Amount

₹ 100

Entry Load

Not Applicable

Exit Load

If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment:
- 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment.
- NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment.

	Performance			₹ invested
Period	Fund (%)	TIER I (%)	Additional Benchmark (%)	Fund (₹)	TIER I (₹)	Additional Benchmark (₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio

Fact-Sheet

One-Sheeter

Scheme Information Document

Statement of Additional Information