Investment Returns (CAGR)
1 yr.
19.82%
3 yr.
24.83%
5 yr.
25.95%
Since Inception.
56.37%
Fund Size (Rs.)
7755 Cr
Exit Load
0.50% on or before 30D, Nil after 30D
Scheme Type
Open Ended
ISIN
INF903J01603
Expense Ratio
2.11%
Minimum SIP (Rs.)
Launch Date
10 Jun 2008
Fund House
Sundaram Asset Management Company Limited
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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 Size (Rs.)
7755 Cr
Benchmark Index
----
Scheme Type
Open Ended
ISIN
INF903J01603
Expense Ratio
2.11%
Minimum SIP (Rs.)
Launch Date
10 Jun 2008
Fund House
Sundaram Asset Management Company Limited
Exit Load
0.50% on or before 30D, Nil after 30D
1 yr. 19.82%
3 yr. 24.83%
5 yr. 25.95%
Since Inception. 56.37%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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.

