The investment objective of the scheme is 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.
Positioning : Financial Services
Thematic investment option - Investing in stocks based on the Banking, Financial Services and Insurance (BFSI) theme.
Dedicated vehicle to play the financial services theme that will drive India growth over the next decade.
An aggressively managed fund with sector, stock, trading and cash calls as well as a call to stay outside the theme to the extent permitted if conditions warrant.
The fund is benchmarked to CNX Banks Index.
Enabler: up to 35% outside the theme. Investment outside the theme shall be only in large cap stocks preferably within S&P CNX Nifty Index
% of the investible funds (indicative)
Equity & Equity Related Instruments of predominantely Indian companies
relevant to the theme (including investment in derivatives)
Equity & equity-related instruments outside the theme (including investment in derivatives)
Fixed Income and Money Market Instruments
Low to Medium
The Scheme may invest up to 35% of the net assets in overseas
Sundaram Financial Services Opportunities Portfolio as on May 31, 2013