Sundaram Financial Services Opportunities Fund Regular Plan Growth

• Alpha -2.11%
• Beta 0.98
• Sharpe Ratio0.85
• Std Deviation 13.03%
• Tracking Error 3.28%

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 Regular Plan Growth has an AUM of 1601.05 crores & has delivered CAGR of 17.98% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.09%. The minimum investment in Sundaram Financial Services Opportunities Fund Regular Plan 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, Axis Bank & State Bank of India.

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

Some of the similar funds are Invesco India Financial Services Fund Growth, Sundaram Financial Services Opportunities Fund Regular Plan Growth, Tata Banking & Financial Services Fund Regular Growth, Mirae Asset Banking and Financial Services Fund Regular Growth, DSP Banking & Financial Services Fund Regular Growth. Sundaram Financial Services Opportunities Fund Regular Plan Growth has a sharpe ratio of 0.85 & a standard deviation of 13.03%.