Sundaram Financial Services Opportunities Fund Direct Plan - Income Distribution Cum Capital Withdrawal (IDCW)
Expense Ratio: 0.76
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty Financial Services TRI
Inception: 10-05-2008
Exit Load: Nil
Fund Size:₹1,656.77 Cr
Performance
1Y
Fund-11.13%
Cat. Avg.N/A
2Y
Fund-2.91%
Cat. Avg.N/A
3Y
Fund1.38%
Cat. Avg.N/A
5Y
Fund4.52%
Cat. Avg.N/A
10Y
Fund6.33%
Cat. Avg.N/A
SI
Fund6.51%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd | 248.50 | 14.78% |
| 2 | ICICI Bank Ltd | 194.73 | 11.58% |
| 3 | Axis Bank Ltd | 163.84 | 9.74% |
| 4 | State Bank of India | 103.05 | 6.13% |
| 5 | Bajaj Finserv Ltd | 80.59 | 4.79% |
| 6 | Shriram Finance Ltd | 70.09 | 4.17% |
| 7 | DCB Bank Ltd | 69.97 | 4.16% |
| 8 | PNB Housing Finance Ltd | 65.56 | 3.90% |
| 9 | Bank of Baroda | 60.16 | 3.58% |
| 10 | Aavas Financiers Ltd | 56.45 | 3.36% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56814 | -5.3% | -10.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.13 L. | -5.6% | -5.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.71 L. | -4.9% | -3.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.22 L. | +7.4% | +2.9% |
| 10Y | 07 Nov, 16 | 6 L. | 8.24 L. | +37.3% | +6.2% |
| SI | 07 Jan, 13 | 8.30 L. | 13.69 L. | +65.0% | +7.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 88871 | -11.1% | -11.1% |
| 2Y | 16 Oct, 24 | 1 L. | 94259 | -5.7% | -2.9% |
| 3Y | 16 Oct, 23 | 1 L. | 1.04 L. | +4.2% | +1.4% |
| 5Y | 18 Oct, 21 | 1 L. | 1.24 L. | +24.3% | +4.4% |
| 10Y | 17 Oct, 16 | 1 L. | 1.85 L. | +84.6% | +6.3% |
| SI | 02 Jan, 13 | 1 L. | 2.39 L. | +138.6% | +6.5% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.