Sundaram Financial Services Opportunities Fund Regular-Growth
Equity
Sectoral-Banking
₹-0.15% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
4 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1682 Cr
- Created on2 June 2008
Fund Ranking
#10
/ 39 in Sectoral-Banking
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month-1.6%
- 1 Year1.5%
- 3 Year (CAGR)12.0%
- All Time (CAGR)14.0%
Category Return
- 6 Month-1.4%
- 1 Year2.7%
- 3 Year (CAGR)10.7%
- All Time (CAGR)-
Asset Allocation
- Equity96.2%
- Debt1.0%
- Other2.8%
Top 5 Holdings
Top 5 Sectors
- Bank of Baroda3.61%
- HDFC Bank14.90%
- ICICI Bank11.09%
- Kotak Mahindra Bank3.25%
- Shriram Finance3.91%
Fund Information
- Expense Ratio2.15%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.52 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 16.72 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 4.06 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.94