2022 मध्ये गुंतवणूक करण्यासाठी 5 सर्वोत्तम आर्थिक क्षेत्रातील म्युच्युअल फंड | Fincash.com

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भारतातील आर्थिक म्युच्युअल फंड
फायनान्शिअल म्युच्युअल फंडात ऑनलाइन गुंतवणूक कशी करावी?
सर्वोच्च कामगिरी करणारे सर्वोत्कृष्ट वित्तीय म्युच्युअल फंड FY 22 - 23
Top 5 Equity - Sectoral Funds

बेस्ट फायनान्शियल म्युच्युअल फंड 2022

Updated on November 19, 2024 , 15428 views

एक आर्थिकम्युच्युअल फंड क्षेत्राचा एक भाग आहेतइक्विटी फंड. हे फंड 'बँकिंग आणि फायनान्शियल सर्व्हिसेस फंड' म्हणूनही ओळखले जातात. या निधीचे उद्दिष्ट निर्माण करणे हे आहेउत्पन्न द्वारेगुंतवणूक बँकिंग क्षेत्र आणि वित्तीय उद्योगाला पुरविणाऱ्या कंपन्यांच्या स्टॉक्स/शेअर्समध्ये. तर, गुंतवणुकीसाठी सर्वोत्कृष्ट आर्थिक म्युच्युअल फंडांसह, आर्थिक निधीची भविष्यातील क्षमता समजून घेऊया.

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भारतातील आर्थिक म्युच्युअल फंड

द्वारे जाहीर झालेल्या जुलै 2017 च्या आकडेवारीवर नजर टाकली तरसेबी, बँकिंग आणिक्षेत्र निधी सर्वात पसंतीचे होते. डेटा दाखवते कीबँक आणि वित्त- दोन आघाडीच्या क्षेत्रांनी शेअर AUM मध्ये मोठी वाढ दर्शविली आहे.

जुलै २०१७ च्या आकडेवारीनुसार, आघाडीचे क्षेत्र असलेल्या बँकिंग क्षेत्राची AUM अवघ्या सहा महिन्यांत 20.9 टक्क्यांवरून 22.6 टक्क्यांवर गेली आहे.

फायनान्शिअल म्युच्युअल फंडात ऑनलाइन गुंतवणूक कशी करावी?

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सुरु करूया

उत्कृष्ट कामगिरी करणारे सर्वोत्कृष्ट वित्तीय म्युच्युअल फंड FY 22 - 23

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
ICICI Prudential Banking and Financial Services Fund Growth	₹119.25 ↓ -0.63	₹8,850	-1	9	19.2	11.3	11.9	17.9
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹54.35 ↓ -0.31	₹3,264	-2.5	5.3	15.4	10.8	12.2	21.7
Invesco India Financial Services Fund Growth	₹124 ↓ -0.61	₹1,072	-0.2	9	26.3	15.7	14.9	26
UTI Banking and Financial Services Fund Growth	₹167.897 ↓ -1.19	₹1,159	-1.3	6.6	20.8	11.3	10.9	19.5
Sundaram Financial Services Opportunities Fund Growth	₹93.1062 ↓ -1.00	₹1,453	-5.2	1.8	15.4	14.8	14.7	31.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 24

जेव्हा आपण भारताच्या बँकिंग आणि वित्त क्षेत्राबद्दल बोलतो, तेव्हा आपल्याकडे अनेक प्रमुख खेळाडू आहेतआयसीआयसीआय बँक Ltd, HDFC Bank Ltd, State Bank of India, Yes Bank Ltd, Axis Bank Ltd, इ. भारतीय बँकिंग प्रणालीमध्ये 26 खाजगी क्षेत्रातील बँका, 27 सार्वजनिक क्षेत्रातील बँका, 1,574 नागरी सहकारी बँका, 56 प्रादेशिक ग्रामीण बँका, 46 विदेशी बँका आहेत. आणि सहकारी पतसंस्थांच्या व्यतिरिक्त 93,913 ग्रामीण सहकारी बँका.

बँकिंग आणि वित्तीय उद्योगात कार्यरत असलेल्या कंपन्या अत्यंत नियमन केलेल्या असतात. बर्‍याच चांगल्या कंपन्यांचे उद्दिष्ट सातत्यपूर्ण कामगिरी आणि वर्षानुवर्षे परतावा देण्याचे असते, परिणामी, सेक्टर फंडांमध्ये गुंतवणूक करण्याची योजना आखत असलेल्या गुंतवणूकदारांसाठी यामुळे आत्मविश्वास निर्माण होतो. तथापि, अशा फंडांचे जोखीम घटक नेहमी लक्षात ठेवावेत. हे फंड, कधीतरी, दोन टोकांवर असू शकतात, ते चांगले परतावा देऊ शकतात आणि काहीवेळा वाईट कामगिरी देखील करू शकतात. त्यामुळे अशा सेक्टर फंडांमध्ये गुंतवणूक करण्याचा विचार करणाऱ्या गुंतवणूकदारांनी उच्च-जोखीम भूक आणि दीर्घ कालावधीसाठी गुंतवणूक केली पाहिजे. तद्वतच, वैविध्यपूर्ण हेतूने अशा फंडांमध्ये गुंतवणूक करावी.

1. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 16.5% since its launch. Return for 2023 was 17.9% , 2022 was 11.9% and 2021 was 23.5% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund Growth
Launch Date	22 Aug 08
NAV (21 Nov 24)	₹119.25 ↓ -0.63 (-0.53 %)
Net Assets (Cr)	₹8,850 on 31 Oct 24
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.98
Sharpe Ratio	1.47
Information Ratio	0.52
Alpha Ratio	2.66
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹7,808
31 Oct 21	₹13,357
31 Oct 22	₹13,369
31 Oct 23	₹14,842
31 Oct 24	₹18,666

ICICI Prudential Banking and Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

Duration	Returns
1 Month	-4%
3 Month	-1%
6 Month	9%
1 Year	19.2%
3 Year	11.3%
5 Year	11.9%
10 Year
15 Year
Since launch	16.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	17.9%
2022	11.9%
2021	23.5%
2020	-5.5%
2019	14.5%
2018	-0.4%
2017	45.1%
2016	21.1%
2015	-7.2%
2014	69%

Fund Manager information for ICICI Prudential Banking and Financial Services Fund

Name	Since	Tenure
Roshan Chutkey	29 Jan 18	6.76 Yr.
Sharmila D’mello	30 Jun 22	2.34 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	94.35%
Industrials	0.21%
Technology	0.21%

Asset Allocation

Asset Class	Value
Cash	5.23%
Equity	94.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	22%	₹1,950 Cr	11,256,723 ↓ -447,872
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| ICICIBANK	18%	₹1,643 Cr	12,906,483
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| 532215	6%	₹568 Cr	4,612,483 ↑ 398,079
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 23 \| KOTAKBANK	6%	₹545 Cr	2,940,967
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 17 \| SBILIFE	5%	₹470 Cr	2,547,856 ↓ -75,788
State Bank of India (Financial Services) Equity, Since 31 Oct 08 \| SBIN	4%	₹373 Cr	4,729,482 ↑ 1,780,663
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 23 \| HDFCLIFE	4%	₹364 Cr	5,065,853
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500034	3%	₹278 Cr	361,247
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 19 \| ICICIGI	3%	₹261 Cr	1,199,865
IndusInd Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| INDUSINDBK	2%	₹208 Cr	1,440,256 ↑ 242,459

2. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch. Ranked 3 in Sectoral category. Return for 2023 was 21.7% , 2022 was 11.5% and 2021 was 16.8% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund Growth
Launch Date	14 Dec 13
NAV (21 Nov 24)	₹54.35 ↓ -0.31 (-0.57 %)
Net Assets (Cr)	₹3,264 on 31 Oct 24
Category	Equity - Sectoral
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.99
Sharpe Ratio	1.1
Information Ratio	0.44
Alpha Ratio	-0.42
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹7,973
31 Oct 21	₹13,503
31 Oct 22	₹13,442
31 Oct 23	₹15,486
31 Oct 24	₹18,971

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

Duration	Returns
1 Month	-4.7%
3 Month	-2.5%
6 Month	5.3%
1 Year	15.4%
3 Year	10.8%
5 Year	12.2%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	21.7%
2022	11.5%
2021	16.8%
2020	1.1%
2019	14.9%
2018	-2.4%
2017	47.6%
2016	15.7%
2015	-0.5%
2014	65.8%

Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund

Name	Since	Tenure
Dhaval Gala	26 Aug 15	9.19 Yr.
Dhaval Joshi	21 Nov 22	1.95 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	94.79%
Technology	3.27%

Asset Allocation

Asset Class	Value
Cash	1.94%
Equity	98.06%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| ICICIBANK	19%	₹636 Cr	4,993,129
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| HDFCBANK	17%	₹578 Cr	3,336,948
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	7%	₹237 Cr	1,927,100
State Bank of India (Financial Services) Equity, Since 31 Oct 17 \| SBIN	5%	₹185 Cr	2,351,492
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	5%	₹180 Cr	233,725
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 Jan 20 \| CHOLAHLDNG	4%	₹137 Cr	667,972
Shriram Finance Ltd (Financial Services) Equity, Since 30 Jun 23 \| SHRIRAMFIN	4%	₹121 Cr	337,916 ↓ -40,000
Computer Age Management Services Ltd Ordinary Shares (Technology) Equity, Since 31 Dec 23 \| CAMS	3%	₹111 Cr	252,692
Repco Home Finance Ltd (Financial Services) Equity, Since 31 Dec 13 \| 535322	3%	₹111 Cr	2,095,955
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	3%	₹107 Cr	1,446,861

3. Invesco India Financial Services Fund

(Erstwhile Invesco India Banking Fund)

The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services.

Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a CAGR/Annualized return of 16.6% since its launch. Ranked 5 in Sectoral category. Return for 2023 was 26% , 2022 was 12.8% and 2021 was 14% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund Growth
Launch Date	14 Jul 08
NAV (21 Nov 24)	₹124 ↓ -0.61 (-0.49 %)
Net Assets (Cr)	₹1,072 on 31 Oct 24
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.39
Sharpe Ratio	2.33
Information Ratio	1.08
Alpha Ratio	15.28
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹8,819
31 Oct 21	₹13,490
31 Oct 22	₹13,437
31 Oct 23	₹15,574
31 Oct 24	₹21,330

Invesco India Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Invesco India Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

Duration	Returns
1 Month	-3.7%
3 Month	-0.2%
6 Month	9%
1 Year	26.3%
3 Year	15.7%
5 Year	14.9%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	26%
2022	12.8%
2021	14%
2020	2.4%
2019	21.2%
2018	-0.3%
2017	45.2%
2016	10.4%
2015	-2.1%
2014	55.8%

Fund Manager information for Invesco India Financial Services Fund

Name	Since	Tenure
Dhimant Kothari	1 Jun 18	6.42 Yr.
Hiten Jain	19 May 20	4.46 Yr.

Data below for Invesco India Financial Services Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	92.91%
Technology	2.78%
Health Care	1.87%

Asset Allocation

Asset Class	Value
Cash	2.44%
Equity	97.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	19%	₹199 Cr	1,564,173
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	10%	₹107 Cr	616,651
Axis Bank Ltd (Financial Services) Equity, Since 31 May 18 \| 532215	8%	₹80 Cr	645,964
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	6%	₹66 Cr	838,841
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| HDFCAMC	4%	₹41 Cr	94,321 ↑ 11,677
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Jul 17 \| CHOLAFIN	3%	₹36 Cr	226,548
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Mar 20 \| SBILIFE	3%	₹34 Cr	185,174
PB Fintech Ltd (Financial Services) Equity, Since 30 Nov 21 \| 543390	3%	₹33 Cr	202,712
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 23 \| ICICIGI	3%	₹33 Cr	150,629
Central Depository Services (India) Ltd (Financial Services) Equity, Since 31 Aug 23 \| CDSL	3%	₹30 Cr	207,124

4. UTI Banking and Financial Services Fund

(Erstwhile UTI Banking Sector Fund)

Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities.

UTI Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 14.7% since its launch. Ranked 20 in Sectoral category. Return for 2023 was 19.5% , 2022 was 15.1% and 2021 was 14.3% .

Below is the key information for UTI Banking and Financial Services Fund

UTI Banking and Financial Services Fund Growth
Launch Date	7 Apr 04
NAV (21 Nov 24)	₹167.897 ↓ -1.19 (-0.71 %)
Net Assets (Cr)	₹1,159 on 31 Oct 24
Category	Equity - Sectoral
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.28
Sharpe Ratio	1.58
Information Ratio	0.64
Alpha Ratio	6.65
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹7,735
31 Oct 21	₹12,726
31 Oct 22	₹12,967
31 Oct 23	₹14,025
31 Oct 24	₹18,207

UTI Banking and Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for UTI Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

Duration	Returns
1 Month	-4.6%
3 Month	-1.3%
6 Month	6.6%
1 Year	20.8%
3 Year	11.3%
5 Year	10.9%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.5%
2022	15.1%
2021	14.3%
2020	-5.3%
2019	11.6%
2018	-6.8%
2017	43.5%
2016	13%
2015	-11.3%
2014	64%

Fund Manager information for UTI Banking and Financial Services Fund

Name	Since	Tenure
Preethi S	2 May 22	2.5 Yr.

Data below for UTI Banking and Financial Services Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	96.99%
Technology	1.95%

Asset Allocation

Asset Class	Value
Cash	0.68%
Equity	98.94%
Debt	0.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 04 \| ICICIBANK	16%	₹187 Cr	1,445,000 ↑ 150,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	15%	₹175 Cr	1,005,927 ↓ -70,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 18 \| 532215	6%	₹72 Cr	620,000 ↑ 300,000
Shriram Finance Ltd (Financial Services) Equity, Since 31 Jan 24 \| SHRIRAMFIN	5%	₹62 Cr	196,736 ↑ 22,600
State Bank of India (Financial Services) Equity, Since 28 Feb 18 \| SBIN	5%	₹62 Cr	750,000
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| HDFCLIFE	4%	₹50 Cr	697,890 ↑ 5,000
India Shelter Finance Corporation Ltd (Financial Services) Equity, Since 31 Dec 23 \| INDIASHLTR	4%	₹48 Cr	714,617
REC Ltd (Financial Services) Equity, Since 30 Nov 23 \| 532955	4%	₹44 Cr	832,500 ↑ 150,500
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| 590003	4%	₹42 Cr	1,876,541 ↑ 66,716
Max Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| 500271	3%	₹40 Cr	314,018

5. Sundaram Financial Services Opportunities Fund

Seek capital appreciation by investing predominantly in equity and equity related securities of indian companies engaged in banking and financial Services.

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral fund was launched on 10 Jun 08. It is a fund with High risk and has given a CAGR/Annualized return of 14.5% since its launch. Ranked 23 in Sectoral category. Return for 2023 was 31.1% , 2022 was 16.8% and 2021 was 15.3% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund Growth
Launch Date	10 Jun 08
NAV (21 Nov 24)	₹93.1062 ↓ -1.00 (-1.07 %)
Net Assets (Cr)	₹1,453 on 31 Oct 24
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.24
Sharpe Ratio	1.4
Information Ratio	1.49
Alpha Ratio	2.81
Min Investment	100,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹8,578
31 Oct 21	₹13,809
31 Oct 22	₹14,266
31 Oct 23	₹17,150
31 Oct 24	₹21,732

Sundaram Financial Services Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Sundaram Financial Services Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 24

Duration	Returns
1 Month	-5.7%
3 Month	-5.2%
6 Month	1.8%
1 Year	15.4%
3 Year	14.8%
5 Year	14.7%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	31.1%
2022	16.8%
2021	15.3%
2020	2.7%
2019	26.4%
2018	-3.7%
2017	33.3%
2016	12.8%
2015	-9%
2014	58%

Fund Manager information for Sundaram Financial Services Opportunities Fund

Name	Since	Tenure
Rohit Seksaria	30 Dec 17	6.84 Yr.
Ashish Aggarwal	1 Jan 22	2.84 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	95.1%

Asset Allocation

Asset Class	Value
Cash	4.9%
Equity	95.1%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 08 \| HDFCBANK	12%	₹180 Cr	1,040,586 ↓ -175,145
ICICI Bank Ltd (Financial Services) Equity, Since 30 Jun 10 \| ICICIBANK	10%	₹147 Cr	1,155,800 ↑ 200,725
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| 532215	9%	₹140 Cr	1,135,593
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jul 18 \| 500034	5%	₹76 Cr	99,201 ↑ 24,399
State Bank of India (Financial Services) Equity, Since 31 Dec 08 \| SBIN	5%	₹70 Cr	885,294
Shriram Finance Ltd (Financial Services) Equity, Since 30 Sep 23 \| SHRIRAMFIN	5%	₹67 Cr	188,623
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 Aug 22 \| CHOLAHLDNG	4%	₹61 Cr	299,282 ↓ -132,094
IndusInd Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| INDUSINDBK	4%	₹58 Cr	397,378
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 28 Feb 23 \| EQUITASBNK	4%	₹54 Cr	7,028,032 ↑ 291,336
Bank of Baroda (Financial Services) Equity, Since 29 Feb 24 \| 532134	4%	₹53 Cr	2,143,196

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.