SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Sector - Banking & Finance > Sundaram Mutual Fund > Sundaram Financial Services Opportunities - Retail Plan (G)

Sundaram Financial Services Opportunities - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
28.487 0.17 (0.59%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 3.9 16
3 mth 12.5 15
6 mth 20.9 10
1 year 57.5 21
2 year 17.2 12
3 year 26.0 9
5 year 13.6 8

# Moneycontrol Rank within 25 Sector - Banking & Finance Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 9.4 20.2 0.3 - -
2013 -12.8 -0.4 -19.4 18.2 -13.9
2012 26.9 -4.0 6.9 11.2 47.3
2011 -1.5 -5.2 -15.4 -13.2 -33.2
2010 3.7 4.6 30.8 -7.3 33.9
2009 -18.2 70.8 15.3 -0.2 68.8

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Sector - Banking & Finance)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.9 12.5 20.9 57.5 17.2 26.0 13.6
Category avg 3.6 12.3 18.9 59.4 15.3 13.3 6.2
Difference of Fund returns and Category returns 0.3 0.2 2.0 -1.9 1.9 12.7 7.4
Best of category 5.2 15.1 23.1 70.8 26.6 40.9 21.0
Worst of category -2.5 3.5 7.5 54.8 3.1 14.8 4.7
Benchmark returns # 5.1 14.4 22.6 66.7 21.5 32.6 16.5
Difference of Fund returns and Benchmark returns -1.2 -1.9 -1.7 -9.2 -4.3 -6.6 -2.9
# Benchmark Index: S&P BANK Nifty

Investment Info

Investment Objective

The investment objective of the scheme is 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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 14, 2008
Benchmark S&P BANK Nifty
Asset Size (Rs cr) 126.66 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager J Venkatesan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Sector - Banking & Finance Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Banking Fund - Direct (G) Not Ranked
58.29 10.8 19.7 66.6 -- --
Reliance Banking Fund (G) Not Ranked
1,763.48 10.6 19.3 65.5 32.7 18.9
GS Bank BeES Not Ranked
194.87 14.0 22.9 63.2 33.1 16.7
ICICI Pru Bkg & Fin Serv-RP(G) Not Ranked
413.58 13.1 21.8 69.6 40.9 21.0
ICICI Pru Bkg&Fin Serv -Direct (G) Not Ranked
33.95 13.4 22.3 70.8 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 98.88
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.65
Cash / Call -0.56

View All

Sector (%)
Top 3 N.A.

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.