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Jama - Sundaram Financial Services Opportunities Fund


Sundaram Financial Services Opportunities Fund

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Equity-Sectoral-Banking
NAV : 86.0477
(-0.12229999999999563
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)
AUM : ₹6 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.07%5.38%21.62%33.02%15.92%30.21%18.74%



NAV History



Expense Ratio Trends


Fund Details
NAV86.0477
Launch Date02-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio90.0%
Exit Load : Exit Load 1% if redeemed within 12 months from date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,10,281₹1,10,281₹-0
After 1 year₹1,33,020₹1,33,021- ₹1
After 3 years₹2,20,746₹2,20,743₹4
After 20 years₹1,96,16,638₹1,96,14,512₹2,125

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 30.21% Past 3 yr Data




Fund Objective:
To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector.
Fund Manager:
Rohit Seksaria