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Sundaram Financial Services Opportunities Fund Institutional Reinvestment Inc Dist cum Cap Wdrl INF903J01645

NAV / 1-Day Return
33.85 / -1.75%
Total Assets
13.9 Bil
Inception Date
Jun 10, 2008
Expense Ratio
2.140%
Fee Level
Load
Multiple
Category
India Fund Sector - Financial Services
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Limited
TTM Yield
8.28%
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 13.32 34.70 -3.09 26.39 3.82 16.39 17.87 32.45 7.95 0.22
Category
-9.14 12.61 39.60 -0.80 15.13 -4.45 12.09 21.63 18.64 6.98 N/A
Index
-9.92 7.35 39.08 5.27 20.72 -2.14 12.59 21.03 11.19 6.19 N/A
Quartile Rank
Quartile Rank is second Quartile Rank is second Quartile Rank is fourth Quartile Rank is fourth 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
47 39 80 76 4 7 22 58 12 57 3
# of Invest. in Cat.
46 55 81 87 94 92 102 115 108 139
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
IN030 India Fund Sector - Financial Services


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 95.37 0.00 95.37 96.70 100.00
Fixed Income 1.04 0.00 1.04 0.03 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 3.59 1.16 4.75 3.46 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
7.2 Years
Average Tenure
5.1 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
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
23 0
Bond Holding
1 0
Other Holding
2 1
Total Holding
26 1
Equity Holdings
23
Bond Holdings
1
Other Holdings
2
Total Holdings
26
% 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 Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
16.94 Dec 31, 2008 2,348,345,205
INR Indian Rupee
21.13 Financial Services
12.01 Jun 30, 2010 1,665,082,699
INR Indian Rupee
16.25 17.06 Financial Services
8.96 Feb 28, 2010 1,241,942,659
INR Indian Rupee
-5.76 Financial Services
4.94 Dec 31, 2008 684,243,733
INR Indian Rupee
-4.30 8.58 Financial Services
4.30 Jun 30, 2020 595,978,824
INR Indian Rupee
-28.79 71.43 Momentum Financial Services
4.17 Jul 31, 2018 578,293,234
INR Indian Rupee
33.20 Financial Services
4.07 Sep 30, 2023 563,566,969
INR Indian Rupee
29.97 Financial Services
3.88 May 31, 2024 537,755,662
INR Indian Rupee
-35.76 Financial Services
3.74 Jun 30, 2020 518,646,351
INR Indian Rupee
-22.73 Financial Services
3.65 Jul 31, 2024 506,435,107
INR Indian Rupee
9.73 Financial Services
Holdings as of Jan 31, 2025 | The top 26 largest holdings are available for display across Equity, Bond and Other.


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