SUNDARAM FINANCIAL SERVICES OPPORTUNITIES INSTITUTIONAL PLAN GROWTH
Thematic • Very High Risk
SUNDARAM FINANCIAL SERVICES OPPORTUNITIES INSTITUTIONAL PLAN GROWTH
Category: Thematic
CRISIL Rating: Very High Risk
Code: SBNP98I-GR
NAV
₹104.92
0.12 (0.11%)
2025-01-22
Fund Rating
5 ⭐
Fund Information
| Fund Size (AUM): | 161.41 CR |
| Fund Strategy: | Very High Risk |
| Expense Ratio: | 2.2100% |
| Fund Manager: | |
| Min Lump Sum: | ₹100.00 |
| Min SIP: | ₹100.00 |
| ISIN: | INF903J01652 |
| Benchmark: |
16.62%
3Y annualised
NAV
₹104.92
2025-01-22Fund Rating
5 ⭐
Fund Size
161.41 CR
Fund Strategy
Very High Risk
₹500
₹100,000
Total Investment:
₹15,000
Total Value:
₹0
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Sector Allocation
Top Holdings
| Security Name | Weight (%) |
|---|---|
| HDFC Bank Ltd | 19.03% |
| ICICI Bank Ltd | 12.07% |
| Axis Bank Ltd | 9.41% |
| State Bank of India | 5.13% |
| Shriram Finance Ltd | 4.78% |
| PNB Housing Finance Ltd | 4.72% |
| Bajaj Finserv Ltd | 4.38% |
| CSB Bank Ltd Ordinary Shares | 4.04% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | 3.58% |
| DCB Bank Ltd | 3.52% |
Fund Rating
⭐
5 out of 5
Funds in Same Category
| Fund Name | 1M | 6M | 1Y | 5Y | Since Inception | Rank |
|---|---|---|---|---|---|---|
| MIRAE ASSET NYSE FANG ETF FUND OF FUND REGULAR PLAN GROWTH | -1.34% | N/A | 55.26% | 34.95% | 36.23% | 1 |
| NIPPON INDIA TAIWAN EQUITY FUND - REGULAR PLAN - GROWTH | -5.72% | N/A | 91.06% | 0.00% | 26.17% | 2 |
| MIRAE ASSET S&P 500 TOP 50 ETF FUND OF FUND REGULAR PLAN GROWTH | -3.70% | N/A | 53.09% | 28.27% | 28.94% | 3 |
| HDFC DEFENCE FUND REGULAR PLAN GROWTH | -6.28% | N/A | 10.35% | 0.00% | 34.49% | 4 |
| AXIS US SPECIFIC EQUITY PASSIVE FOF REGULAR GROWTH | -1.51% | N/A | 26.99% | 0.00% | 31.28% | 5 |
| KOTAK US SPECIFIC EQUITY PASSIVE FOF - REGULAR GROWTH | -2.49% | N/A | 24.39% | 18.82% | 19.32% | 6 |
| EDELWEISS US TECHNOLOGY EQUITY FUND OF FUND-REGULAR PLAN-GROWTH | -0.08% | N/A | 13.40% | 12.88% | 21.78% | 7 |
| DSP WORLD MINING OVERSEAS EQUITY OMNI FOF - REGULAR PLAN - GROWTH | -0.22% | N/A | 34.55% | 17.21% | 7.00% | 8 |
| NAVI US TOTAL STOCK MARKET FUND OF FUND - REGULAR PLAN GROWTH | -0.14% | N/A | 23.80% | 0.00% | 19.12% | 9 |
| DSP US SPECIFIC EQUITY OMNI FOF - GROWTH | -0.47% | N/A | 29.21% | 16.87% | 16.81% | 10 |
Other Funds by This AMC
| Fund Name | Fund Strategy | 3Y Returns | Rating | AUM (Cr) |
|---|---|---|---|---|
| SUNDARAM FINANCIAL SERVICES OPPORTUNITIES FUND - REGULAR PLAN - GROWTH | Thematic | 9.31% | 4 ⭐ | ₹0.00 |
| SUNDARAM CORPORATE BOND FUND REGULAR GROWTH | Bonds | 6.60% | 4 ⭐ | ₹0.00 |
| SUNDARAM CORPORATE BOND FUND REGULAR BONUS (BONUS UNITS) | N/A | 0.00% | 4 ⭐ | N/A |
| SUNDARAM CONSERVATIVE HYBRID FUND REGULAR BONUS (BONUS) | N/A | 0.00% | 4 ⭐ | N/A |
| SUNDARAM CONSUMPTION FUND INSTITUTIONAL GROWTH | Thematic | 0.00% | 4 ⭐ | N/A |
| SUNDARAM GROWTH FUND INSTITUTIONAL PLAN GROWTH | Thematic | 0.00% | 4 ⭐ | N/A |
| SUNDARAM EQUITY HYBRID FUND INSTITUTIONAL GROWTH | Hybrid | 0.00% | 4 ⭐ | N/A |
| SUNDARAM GLOBAL BRAND THEME-EQUITY ACTIVE FOF GROWTH | Global | 19.47% | 3 ⭐ | ₹0.00 |
| SUNDARAM MID CAP FUND REGULAR GROWTH | Mid Cap | 14.43% | 3 ⭐ | ₹0.01 |
| SUNDARAM LONG TERM TAX ADVANTAGE FUND SERIES II REGULAR PLAN GROWTH | Hybrid | 13.86% | 3 ⭐ | ₹0.00 |