Sundaram Fin Serv Opportunities (G) Mutual fund

Sundaram Fin Serv Opportunities (G)

Q: How to Invest in Sundaram Fin Serv Opportunities through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Sundaram Fin Serv Opportunities good?

The Sundaram Fin Serv Opportunities has an AUM of ₹1452.94 Cr as on 12/3/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 20.59%. The risk is Very High against the category average of 75.38.

Q: Is Sundaram Fin Serv Opportunities tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Sundaram Fin Serv Opportunities?

There is no lock-in period applicable on Sundaram Fin Serv Opportunities.

Q: What is the expense ratio of Sundaram Fin Serv Opportunities?

The expense ratio of Sundaram Fin Serv Opportunities is 2.11%.

Equity

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Sectoral

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Fund Details

Current NAV

₹97.71

Expense Ratio

2.11%

Min SIP

₹100

Fund Size

₹1453Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Fund Performance

Alpha

6.41%

Beta

0.95

Sharpe Ratio

0.6436

Risk

15.04%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Sundaram Fin Serv Opportunities (G) FAQs

Q1. How to Invest in Sundaram Fin Serv Opportunities through Rupeezy?

Q2. Is Sundaram Fin Serv Opportunities good?

Q3. Is Sundaram Fin Serv Opportunities tax free?

Q4. What is the lock-in period of Sundaram Fin Serv Opportunities?

Q5. What is the expense ratio of Sundaram Fin Serv Opportunities?

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