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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
13.3 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%



Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

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

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