Sundaram Financial Services Opportunities Fund Institutional Payout Inc Dist cum Cap Wdrl option
EquitySector - Financial Services
33.85
-0.60(-1.75%)
NAV as on 06 Jan, 2025
CAGR
17.15%
- AUM (Crs.)1,666.15
- Expense Ratio2.08 %
- Sharpe Ratio / Category Average0.85 / 0.61
- Standard Deviation / Category Average14.58 / 14.79
- Beta / Category Average0.95 / 0.98
- Portfolio Turnover / Category Average82.57 / 97.66
- Top 5 Stocks Wt.51.50
- Top 10 Stocks Wt.71.99
- Top 3 Sectors Wt.96.07
- Investment StyleLarge Blend
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
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Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRohit Seksaria
- Launch Date10 Jun, 2008
- BenchmarkS&P BSE 500
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.
Riskometer
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