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Jama - Sundaram Financial Services Opportunities Fund


Sundaram Financial Services Opportunities Fund

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Equity-Sector Funds
NAV : 58.5851
(-0.5751999999999953
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)
AUM : ₹214 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.92%-9.01%-9.36%-3.1%23.41%7.69%8.82%



NAV History



Expense Ratio Trends


Fund Details
NAV58.5851
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹750
Expense Ratio118.0%
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 3 years₹1,24,902₹1,24,899₹3
After 20 years₹4,40,358₹4,40,284₹74

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 : 7.69% 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