Equity
●
Banks & Financial Services
Current NAV
₹102.25
Expense Ratio
2.17%
Min SIP
₹100
Fund Size
₹1460Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: 0.50% on or before 30D, Nil after 30D
Alpha
0.29%
Beta
0.92
Sharpe Ratio
0.231856
Risk
18.69%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(3.90)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Rohit Seksaria
Sundaram Financial Services Opportunities FundTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Ans.
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Ans. The Sundaram Financial Services Opportunities Fund has an AUM of ₹1460.09 Cr as on 1/1/1. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.19%. The risk is Very High against the category average of 60.93.
Ans. 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%.
Ans. There is no lock-in period applicable on Sundaram Financial Services Opportunities Fund.
Ans. The expense ratio of Sundaram Financial Services Opportunities Fund is 2.17%.