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Sundaram Financial Services Opportunities Fund Institutional Growth INF903J01652

NAV / 1-Day Return
104.92 / -0.11%
Total Assets
14.2 Bil
Inception Date
Jun 10, 2008
Expense Ratio
2.130%
Fee Level
Load
Multiple
Category
India Fund Sector - Financial Services
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Limited
TTM Yield
0.00%
Turnover
71%

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
-8.59 13.34 34.74 -2.72 27.22 3.81 17.01 18.51 33.11 8.54 -3.14
Category
-9.14 12.61 39.60 -0.80 15.13 -4.45 12.09 21.63 18.64 6.98 -4.29
Index
-9.92 7.35 39.08 5.27 20.72 -2.14 12.59 21.03 11.19 6.19 -4.46
Quartile Rank
Quartile Rank is second Quartile Rank is second Quartile Rank is fourth Quartile Rank is third Quartile Rank is first Quartile Rank is first Quartile Rank is first Quartile Rank is third Quartile Rank is first Quartile Rank is third Quartile Rank is first
Percentile Rank
45 37 79 74 3 9 18 57 1 55 6
# of Invest. in Cat.
46 55 81 87 94 92 102 115 108 139 157
Category Name
IN030 India Fund Sector - Financial Services
IN030 India Fund Sector - Financial Services
IN030 India Fund Sector - Financial Services
IN030 India Fund Sector - Financial Services
IN030 India Fund Sector - Financial Services
IN030 India Fund Sector - Financial Services
IN030 India Fund Sector - Financial Services
IN030 India Fund Sector - Financial Services
IN030 India Fund Sector - Financial Services
IN030 India Fund Sector - Financial Services


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 95.08 0.00 95.08 96.80 100.00
Fixed Income 1.01 0.00 1.01 0.02 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 3.91 0.03 3.94 3.41 0.00
Other 0.00 0.00 0.00 0.00 0.00

Stock Style

People

Inception Date
Jun 10, 2008
Number of Managers
2
Longest Tenure
7.1 Years
Average Tenure
5.0 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Dec 30, 2017 –Present
Jan 01, 2022 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Average
Return vs. Category
High

Holdings

Portfolio Holdings
No.
%
Equity Holding
24 92.31
Bond Holding
1 3.85
Other Holding
1 3.85
Equity Holdings
24
Bond Holdings
1
Other Holdings
1
% Assets in Top 10 Holdings
67
Reported Turnover %
70.91
As of 03/31/24
Women Directors %
17
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Dec 31, 2024
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
HDFC Bank Ltd
14.33 Dec 31, 2008 2,040,729,408
INR Indian Rupee
14.61 Financial Services
ICICI Bank Ltd
13.97 Jun 30, 2010 1,989,316,892
INR Indian Rupee
21.14 16.81 Financial Services
Axis Bank Ltd
9.41 Feb 28, 2010 1,340,935,350
INR Indian Rupee
-13.90 Financial Services
Bajaj Finance Ltd
5.95 Jul 31, 2018 847,737,281
INR Indian Rupee
1.46 Financial Services
State Bank of India
4.94 Dec 31, 2008 703,764,465
INR Indian Rupee
22.21 9.17 Financial Services
IndusInd Bank Ltd
4.05 Jun 30, 2020 577,309,390
INR Indian Rupee
-36.75 Momentum Financial Services
CSB Bank Ltd Ordinary Shares
3.62 Jun 30, 2020 515,733,624
INR Indian Rupee
-18.27 Momentum Financial Services
Bank of Baroda
3.62 Feb 29, 2024 515,545,798
INR Indian Rupee
2.39 Financial Services
PNB Housing Finance Ltd
3.52 Jul 31, 2024 500,701,519
INR Indian Rupee
3.94 Financial Services
Ujjivan Small Finance Bank Ltd Ordinary Shares
3.46 May 31, 2024 492,518,114
INR Indian Rupee
-39.05 Momentum Financial Services
Holdings as of Dec 31, 2024 | The top 26 largest holdings are available for display across Equity, Bond and Other.


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