Sundaram Financial Services Opportunities Fund Institutional Growth

• Alpha -1.16%
• Beta 0.99
• Sharpe Ratio1.04
• Std Deviation 20.82%
• Tracking Error 3.30%

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.

The Sundaram Financial Services Opportunities Fund Institutional Growth has an AUM of 831.03 crores & has delivered CAGR of 18.02% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.29%. The minimum investment in Sundaram Financial Services Opportunities Fund Institutional Growth is Rs 100 and the minimum SIP is Rs 250.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, State Bank Of India & Axis Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Investment Services & Misc. Financial Services.

Some of the similar funds are Sundaram Financial Services Opportunities Fund Institutional Growth, Sundaram Financial Services Opportunities Fund Regular Plan Growth, UTI Banking and Financial Services Fund Growth, Kotak Banking & Financial Services Fund Regular Growth, Bandhan Financial Services Fund Regular Growth. Sundaram Financial Services Opportunities Fund Institutional Growth has a sharpe ratio of 1.04 & a standard deviation of 20.82%.