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2022 میں سرمایہ کاری کے لیے 5 بہترین مالیاتی شعبے کے میوچل فنڈز | Fincash.com

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بہترین مالیاتی میوچل فنڈز 2022

Updated on March 3, 2025 , 15630 views

ایک مالیاتیباہمی چندہ سیکٹر کا حصہ ہیں۔ایکویٹی فنڈز. ان فنڈز کو 'بینکنگ اینڈ فنانشل سروسز فنڈ' کے نام سے بھی جانا جاتا ہے۔ ان فنڈز کا مقصد پیدا کرنا ہے۔آمدنی کی طرف سےسرمایہ کاری بینکنگ سیکٹر اور مالیاتی صنعت کو پورا کرنے والی کمپنیوں کے اسٹاک/حصص میں۔ لہذا، آئیے سرمایہ کاری کے لیے بہترین مالیاتی میوچل فنڈز کے ساتھ ساتھ مالیاتی فنڈز کی مستقبل کی صلاحیت کو سمجھیں۔

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ہندوستان میں مالیاتی باہمی فنڈز

اگر ہم جولائی 2017 کے جاری کردہ اعداد و شمار پر نظر ڈالیں۔SEBI، بینکنگ اورسیکٹر فنڈز سب سے زیادہ پسندیدہ تھے. اعداد و شمار سے پتہ چلتا ہے کہبینک اور فنانس- دو سرکردہ شعبوں نے شیئر AUM میں زبردست اضافہ دکھایا ہے۔

SEBIbanksandfinancedata

جولائی 17 کے اعدادوشمار کے مطابق، بینکنگ سیکٹر کی اے یو ایم، جو کہ سرفہرست سیکٹر ہے، صرف چھ ماہ میں 20.9 فیصد سے بڑھ کر 22.6 فیصد ہو گئی ہے۔

فنانشل میوچل فنڈز میں آن لائن سرمایہ کاری کیسے کی جائے؟

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    شروع کرنے کے

اعلی کارکردگی کا مظاہرہ کرنے والے بہترین مالیاتی میوچل فنڈز FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹115.93
↑ 0.52
₹9,046-7.1-6.38.31512.711.6
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹51.95
↑ 0.21
₹3,101-10.3-9.32.314.512.58.7
Invesco India Financial Services Fund Growth ₹114.86
↑ 0.75
₹1,126-13.5-10.44.517.91419.8
UTI Banking and Financial Services Fund Growth ₹162.442
↑ 0.65
₹1,128-8.8-6.84.115.31211.1
Sundaram Financial Services Opportunities Fund Growth ₹90.0923
↑ 0.56
₹1,386-9.2-10.41.318.4157.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25

جب ہم ہندوستان کے بینکنگ اور فنانس سیکٹر کے بارے میں بات کرتے ہیں تو ہمارے پاس بہت سے بڑے کھلاڑی ہیں۔آئی سی آئی سی آئی بینک لمیٹڈ، ایچ ڈی ایف سی بینک لمیٹڈ، اسٹیٹ بینک آف انڈیا، یس بینک لمیٹڈ، ایکسس بینک لمیٹڈ، وغیرہ۔ ہندوستانی بینکنگ سسٹم 26 نجی شعبے کے بینکوں، 27 پبلک سیکٹر کے بینکوں، 1,574 شہری کوآپریٹو بینکوں، 56 علاقائی دیہی بینکوں، 46 غیر ملکی بینکوں پر مشتمل ہے۔ اور کوآپریٹو کریڈٹ اداروں کے علاوہ 93,913 دیہی کوآپریٹو بینک۔

وہ کمپنیاں جو بینکنگ اور مالیاتی صنعت کے اندر کام کرتی ہیں انتہائی منظم ہیں۔ بہت سی اچھی کمپنیاں سالوں میں مسلسل کارکردگی اور منافع فراہم کرنے کا مقصد رکھتی ہیں، نتیجتاً، یہ ان سرمایہ کاروں کے لیے اعتماد پیدا کرتی ہے جو سیکٹر فنڈز میں سرمایہ کاری کرنے کا منصوبہ بنا رہے ہیں۔ تاہم، ایسے فنڈز کے خطرے کے عوامل کو ہمیشہ ذہن میں رکھنا چاہیے۔ یہ فنڈز، بعض اوقات، دو انتہاؤں پر ہو سکتے ہیں، یہ اچھے منافع فراہم کر سکتے ہیں اور بعض اوقات بری کارکردگی کا مظاہرہ بھی کر سکتے ہیں۔ اس لیے یہ مشورہ دیا جاتا ہے کہ ایسے سرمایہ کار جو اس طرح کے سیکٹر فنڈز میں سرمایہ کاری کرنے کا ارادہ رکھتے ہیں، ان کے پاس اعلیخطرے کی بھوک اور طویل مدت تک سرمایہ کاری میں رہنا چاہیے۔ مثالی طور پر، تنوع کے مقصد کے لیے ایسے فنڈز میں سرمایہ کاری کرنی چاہیے۔

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% since its launch.  Return for 2024 was 11.6% , 2023 was 17.9% and 2022 was 11.9% .

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 (05 Mar 25) ₹115.93 ↑ 0.52   (0.45 %)
Net Assets (Cr) ₹9,046 on 31 Jan 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.98
Sharpe Ratio 0.59
Information Ratio 0.31
Alpha Ratio -0.74
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹11,500
28 Feb 22₹12,290
28 Feb 23₹13,285
29 Feb 24₹16,284
28 Feb 25₹17,861

ICICI Prudential Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
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 5 Mar 25

DurationReturns
1 Month -3.8%
3 Month -7.1%
6 Month -6.3%
1 Year 8.3%
3 Year 15%
5 Year 12.7%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2023 11.6%
2022 17.9%
2021 11.9%
2020 23.5%
2019 -5.5%
2018 14.5%
2017 -0.4%
2016 45.1%
2015 21.1%
2014 -7.2%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Roshan Chutkey29 Jan 187.09 Yr.
Sharmila D’mello30 Jun 222.67 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services90.46%
Industrials0.16%
Technology0.08%
Asset Allocation
Asset ClassValue
Cash9.29%
Equity90.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
20%₹1,850 Cr10,891,127
↑ 377,676
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
19%₹1,684 Cr13,445,003
↑ 538,520
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
8%₹692 Cr7,015,471
↑ 625,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
6%₹505 Cr6,538,064
↑ 1,451,895
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE
5%₹457 Cr3,077,155
↑ 152,037
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | INDUSINDBK
5%₹433 Cr4,371,007
↑ 463,500
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | KOTAKBANK
4%₹375 Cr1,971,184
↓ -600,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 23 | HDFCLIFE
3%₹283 Cr4,439,146
↑ 800,994
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIGI
2%₹202 Cr1,084,898
↓ -341,366
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 500271
2%₹186 Cr1,663,281

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 15.8% since its launch.  Ranked 3 in Sectoral category.  Return for 2024 was 8.7% , 2023 was 21.7% and 2022 was 11.5% .

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 (05 Mar 25) ₹51.95 ↑ 0.21   (0.41 %)
Net Assets (Cr) ₹3,101 on 31 Jan 25
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.99
Sharpe Ratio -0.02
Information Ratio 0.1
Alpha Ratio -9.11
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹11,735
28 Feb 22₹12,518
28 Feb 23₹13,329
29 Feb 24₹17,240
28 Feb 25₹17,910

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 5 Mar 25

DurationReturns
1 Month -3.9%
3 Month -10.3%
6 Month -9.3%
1 Year 2.3%
3 Year 14.5%
5 Year 12.5%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 8.7%
2022 21.7%
2021 11.5%
2020 16.8%
2019 1.1%
2018 14.9%
2017 -2.4%
2016 47.6%
2015 15.7%
2014 -0.5%
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Dhaval Gala26 Aug 159.52 Yr.
Dhaval Joshi21 Nov 222.28 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services94.79%
Technology1.22%
Asset Allocation
Asset ClassValue
Cash4%
Equity96%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
20%₹626 Cr4,993,129
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
18%₹567 Cr3,336,948
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹190 Cr1,927,100
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹184 Cr233,725
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
6%₹182 Cr2,351,492
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
3%₹101 Cr667,972
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
3%₹89 Cr469,972
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
3%₹86 Cr1,577,700
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 540611
3%₹79 Cr1,308,861
↓ -138,000
Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | 535322
2%₹76 Cr1,932,824
↓ -40,729

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 15.8% since its launch.  Ranked 5 in Sectoral category.  Return for 2024 was 19.8% , 2023 was 26% and 2022 was 12.8% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund
Growth
Launch Date 14 Jul 08
NAV (05 Mar 25) ₹114.86 ↑ 0.75   (0.66 %)
Net Assets (Cr) ₹1,126 on 31 Jan 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.47
Information Ratio 0.79
Alpha Ratio -0.94
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹11,520
28 Feb 22₹12,135
28 Feb 23₹13,066
29 Feb 24₹18,141
28 Feb 25₹19,020

Invesco India Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 5 Mar 25

DurationReturns
1 Month -6.2%
3 Month -13.5%
6 Month -10.4%
1 Year 4.5%
3 Year 17.9%
5 Year 14%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19.8%
2022 26%
2021 12.8%
2020 14%
2019 2.4%
2018 21.2%
2017 -0.3%
2016 45.2%
2015 10.4%
2014 -2.1%
Fund Manager information for Invesco India Financial Services Fund
NameSinceTenure
Dhimant Kothari1 Jun 186.75 Yr.
Hiten Jain19 May 204.79 Yr.

Data below for Invesco India Financial Services Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services92.23%
Technology2.11%
Health Care1.51%
Asset Allocation
Asset ClassValue
Cash4.15%
Equity95.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
21%₹242 Cr1,927,995
↑ 279,445
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
17%₹190 Cr1,120,451
↑ 41,761
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
6%₹65 Cr838,841
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
6%₹64 Cr645,964
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCAMC
4%₹42 Cr109,648
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
3%₹35 Cr202,712
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 590003
3%₹32 Cr1,332,287
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN
3%₹29 Cr226,548
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX
2%₹28 Cr49,069
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIGI
2%₹28 Cr150,629

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 14.2% since its launch.  Ranked 20 in Sectoral category.  Return for 2024 was 11.1% , 2023 was 19.5% and 2022 was 15.1% .

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 (05 Mar 25) ₹162.442 ↑ 0.65   (0.40 %)
Net Assets (Cr) ₹1,128 on 31 Jan 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio -0.01
Information Ratio 0.39
Alpha Ratio -8.01
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹11,386
28 Feb 22₹11,822
28 Feb 23₹12,904
29 Feb 24₹16,279
28 Feb 25₹17,232

UTI Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
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 5 Mar 25

DurationReturns
1 Month -3.5%
3 Month -8.8%
6 Month -6.8%
1 Year 4.1%
3 Year 15.3%
5 Year 12%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 11.1%
2022 19.5%
2021 15.1%
2020 14.3%
2019 -5.3%
2018 11.6%
2017 -6.8%
2016 43.5%
2015 13%
2014 -11.3%
Fund Manager information for UTI Banking and Financial Services Fund
NameSinceTenure
Preethi S2 May 222.83 Yr.

Data below for UTI Banking and Financial Services Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services96.47%
Technology0.87%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK
19%₹210 Cr1,675,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
15%₹171 Cr1,005,927
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
6%₹66 Cr670,000
↑ 50,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
5%₹58 Cr750,000
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN
5%₹53 Cr983,680
India Shelter Finance Corporation Ltd (Financial Services)
Equity, Since 31 Dec 23 | INDIASHLTR
4%₹47 Cr714,617
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 590003
4%₹45 Cr1,876,541
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCLIFE
4%₹45 Cr697,890
REC Ltd (Financial Services)
Equity, Since 30 Nov 23 | 532955
3%₹37 Cr832,500
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | 500271
3%₹35 Cr314,018

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% since its launch.  Ranked 23 in Sectoral category.  Return for 2024 was 7.1% , 2023 was 31.1% and 2022 was 16.8% .

Below is the key information for Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund
Growth
Launch Date 10 Jun 08
NAV (05 Mar 25) ₹90.0923 ↑ 0.56   (0.63 %)
Net Assets (Cr) ₹1,386 on 31 Jan 25
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio -0.02
Information Ratio 1.15
Alpha Ratio -7.96
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,026
28 Feb 22₹12,589
28 Feb 23₹14,020
29 Feb 24₹19,279
28 Feb 25₹19,839

Sundaram Financial Services Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
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 5 Mar 25

DurationReturns
1 Month -5%
3 Month -9.2%
6 Month -10.4%
1 Year 1.3%
3 Year 18.4%
5 Year 15%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7.1%
2022 31.1%
2021 16.8%
2020 15.3%
2019 2.7%
2018 26.4%
2017 -3.7%
2016 33.3%
2015 12.8%
2014 -9%
Fund Manager information for Sundaram Financial Services Opportunities Fund
NameSinceTenure
Rohit Seksaria30 Dec 177.17 Yr.
Ashish Aggarwal1 Jan 223.16 Yr.

Data below for Sundaram Financial Services Opportunities Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services94.39%
Asset Allocation
Asset ClassValue
Cash3.59%
Equity95.37%
Debt1.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
17%₹235 Cr1,382,396
↑ 231,295
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
12%₹167 Cr1,329,089
↓ -223,064
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
9%₹124 Cr1,259,449
State Bank of India (Financial Services)
Equity, Since 31 Dec 08 | SBIN
5%₹68 Cr885,294
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
4%₹60 Cr601,270
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500034
4%₹58 Cr73,340
↓ -50,907
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹56 Cr1,036,445
↑ 296,240
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
4%₹54 Cr14,970,926
↑ 403,694
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 20 | CSBBANK
4%₹52 Cr1,694,369
↑ 47,184
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
4%₹51 Cr576,674
↑ 6,204

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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