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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.77 | 20.19 | 0.73 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.51 | 26.45 | 0.95 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
Sectoral Funds - Banks & Financial Services are equity schemes that majorly invest in financial sector companies. It will give exposure to entire financial sector which comprised a wide range of bank and financial services.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Fin Serv Opp Fund(IDCW) | 7.97% | 12.02% | 8.11% |
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout) | 9.44% | 6.99% | 10.54% |
SBI Banking & Financial Services Fund(IDCW-Payout) | 29.95% | 19.14% | 14.97% |
Nippon India Banking & Financial Services Fund(IDCW) | 12.04% | 14.19% | 7.73% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
13.21 %
Holdings
13.03 %
Holdings
9.06 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,003.73 Cr.
Rohit Seksaria
AUM: ₹15,710.01 Cr.
|
Exp: —
Ashish Aggarwal
AUM: ₹10,600.81 Cr.
|
Exp: 12yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%