- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Below table shows comparison of Sundaram Financial Services Opportunities Institutional Plan with respect to the investments in Fixed Deposit and Gold for the
Total investment of
₹36,000 over the period of 3 years.
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
-
-
-
Sundaram Financial Services Opportunities Institutional Plan shown here is of
Growthplan.
-
The Total Expense Ratio (TER) of the fund is
2.82%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
-
Sundaram Financial Services Opportunities Institutional Plan is an
Equityoriented mutual fund in the
- Sectoral Fundcategory.
-
Nifty Financial Services TRI
is the benchmark for Sundaram Financial Services Opportunities Institutional Plan. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
-
The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on
10 Jun 2008as at present it is 17 years old fund.
-
Name of the AMC is
Sundaram Mutual Funds.
Click here to
know moreabout Sundaram Mutual Funds.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Sundaram Financial Services Opportunities Institutional Plan managed by following fund manager(s);
How does the
Return Comparison of the Sundaram Financial Services Opportunities Institutional Plan fare against peer funds in the Sectoral fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Sundaram Financial Services Opportunities Institutional Plan. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Sectoral fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|---|---|
| Category Best | 6.47% | 34.24% | 19.37% | 25.92% | 38.48% | 39.88% | 39.33% | 18.54% | |
| Category Average | 2.13% | 9.79% | 3.03% | 4.33% | 18.31% | 21.11% | 23.59% | 13.36% | |
| Sundaram Financial Services Opportunities Institutional Plan | -3.28% | -5.62% | -7.61% | - | - | - | - | - | - |
| Invesco India PSU Equity Fund | 2.81% | 17.17% | 8.44% | -4.79% | 37.11% | 39.88% | 28.90% | 16.68% | |
| SBI PSU Fund | 2.01% | 11.26% | 5.08% | -2.21% | 38.48% | 38.53% | 30.56% | 12.94% | |
| Nippon India Power & Infra Fund | 2.86% | 14.47% | 0.66% | -6.03% | 31.87% | 36.47% | 32.67% | 16.73% | |
| HDFC Infrastructure Fund | 2.11% | 12.94% | 3.31% | -1.73% | 32.61% | 36.14% | 34.91% | 11.57% | |
| Aditya Birla Sun Life PSU Equity Fund | 2.04% | 10.10% | 4.61% | -6.17% | 33.76% | 35.97% | 31.07% | - |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Sundaram Financial Services Opportunities Institutional Plan are shown below;
Equity 95.06%
Debt 1.09%
Others 4.56%
Top Equity Holdings
| Name of the Equity | Holding 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 Sector | Holding 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