Sundaram Financial Services Opportunities Institutional Plan

GrowthEquity Sectoral Fund

104.919

16.58%

not rated

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • -

  • Growth

  • 2.82%

  • Equity- Sectoral Fund

  • Nifty Financial Services TRI

  • 10 Jun 2008

  • Sundaram Mutual Funds know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.94% 20.91% 22.53% 27.50% 36.00% 34.87% 37.34% 17.77%
Category Average -0.38% 4.90% 6.33% 3.09% 16.56% 18.42% 22.35% 13.02%
Sundaram Financial Services Opportunities Institutional Plan -3.28% -5.62% -7.61% - - - - - -
SBI PSU Fund -0.23% 3.97% 9.51% -6.33% 31.99% 34.87% 29.76% 12.50%
Invesco India PSU Equity Fund -1.14% 7.63% 11.90% -6.89% 31.05% 34.67% 27.72% 15.68%
ICICI Prudential Infrastructure Fund -0.36% 8.81% 11.00% 1.59% 28.38% 32.15% 36.74% 16.22%
Aditya Birla Sun Life PSU Equity Fund -0.97% 3.46% 8.81% -9.94% 29.06% 32.04% 30.07% -
Nippon India Power & Infra Fund -1.57% 6.25% 6.59% -7.40% 25.93% 32.04% 31.42% 15.82%

Fund Portfolio Details

Equity 95.06%

Debt 1.09%

Others 4.56%

Top Equity Holdings

Name of the EquityHolding Percentage
HDFC Bank Ltd 18.17%
ICICI BANK LTD. 12.17%
AXIS BANK LTD. 9.65%
STATE BANK OF INDIA 4.93%
INDUSIND BANK LTD. 4.49%
Others 50.59%

Allocation by Sector

Name of the SectorHolding Percentage
Financial Services 94.16%
N/A 5.84%
Others 0.00%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at Very High risk