Sundaram Financial Services Opportunities Fund Institutional Growth

• Alpha -1.16%
• Beta 0.99
• Sharpe Ratio0.89
• Std Deviation 14.52%
• 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 1424.32 crores & has delivered CAGR of 15.46% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.13%. 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 Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, AXIS Bank Ltd & State Bank of India.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Insurance (Life) & Investment Services.

Sundaram Financial Services Opportunities Fund Institutional Growth has a sharpe ratio of 0.89 & a standard deviation of 14.52%.