﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>Sundaram Financial Services Opportunities Fund</Fund_Name><Option_Names_Regular__Direct>Regular Plan and Direct Plan, Growth, IDCW Payout , IDCW Reinvestment</Option_Names_Regular__Direct><Fund_Type>An open ended equity scheme investing in the banking &amp;amp; financial services sector</Fund_Type><Riskometer_At_the_time_of_Launch>Very High Risk</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High Risk</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Sectoral Fund</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>NA</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>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. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity &amp;amp; Equity Related Instruments of companies engaged in
Banking and Financial Services 80-100% High
Other Equities Upto 20% High
Fixed Income, Money Market instruments and Cash &amp;amp; Cash
Equivalents Upto 20% Low to Medium
Investment in REITs &amp;amp; InvITs 0-10% Medium to High</Stated_Asset_Allocation><Face_Value>Rs. 10/-</Face_Value><NFO_Open_Date>10 Jun 2008</NFO_Open_Date><NFO_Close_date>NA</NFO_Close_date><Allotment_Date>June 2008</Allotment_Date><Reopen_Date>NA</Reopen_Date><Maturity_Date_For_closedend_funds>NA</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>Nifty Financial Services TRI</Benchmark_Tier_1><Benchmark_Tier_2>NA</Benchmark_Tier_2><Fund_Manager_Name>FM1- Mr. Rohit Seksaria, FM2- Mr. Shalav Saket(Overseas Securities)</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Comanage</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>31st December 2021</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 2.18, Direct 0.91</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment. Further, exit load will be waived on Intra-scheme Switch-outs/STP. Generally, the exit load will be calculated on First in First out (FIFO) basis.</Exit_Load_if_applicable><Custodian>Standard Chartered Bank, Mumbai</Custodian><Auditor>R.G.N.PRICE &amp;amp; CO</Auditor><Registrar>KFin Technologies Limited</Registrar><RTA_Code_To_be_phased_out>FS</RTA_Code_To_be_phased_out><Listing_Details>Unlisted</Listing_Details><ISINs>Regular IDCW Payout INF903J01603; Regular IDCW Re-Investment INF903J01611; Regular Growth INF903J01629; Direct IDCW Payout INF903J01MZ9; Direct Growth INF903J01NB8; Direct IDCW Reinvestment INF903J01NA0</ISINs><AMFI_Codes_To_be_phased_out>109058,109059,109060,109061,119596 and 119597</AMFI_Codes_To_be_phased_out><SEBI_Codes>SUND/O/E/SEC/08/03/0022</SEBI_Codes><Minimum_Application_Amount>Rs.100/-</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>Re.1/-</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>Rs.100/-</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>Re.1/-</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>Rs.100/-</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>1 Unit</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>Not Applicable</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>Not Applicable</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>Not Applicable</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>Same as redemption</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>Same as redemption</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>Not Applicable</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>Not Applicable</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>Not Applicable</Max_Switch_Amount><Max_Switch_Units_if_applicable>Not Applicable</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>Not Applicable</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Yes</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP: Daily, Weekly, Monthly and Quarterly; STP: Daily, Weekly, Monthly and Quarterly;   SWP: Monthly; Quarterly, Half-Yearly and Annually</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>&amp;quot;SIP: Weekly: Rs. 1000, Daily, Monthly: Rs.100, Quarterly: Rs. 750.  STP: Daily &amp;amp; Weekly: Rs. 1000, Monthly: Rs. 250, Quarterly: Rs. 750                                                                        SWP: Monthly &amp;amp; Qaurterly - Rs.1000/-&amp;quot;</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>1</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>&amp;quot;SIP: Weekly, Monthly and Quarterly Minimum Six installments, Daily : 92 STP: Minimum Six installments &amp;quot;</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>Any Day (1st to 31st), Weekly (All Working days)</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>Not Applicable</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>