Sundaram Financial Services Opportunities Fund - IDCW - Direct Plan

Other Plans and Options

Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Financial Services Opportunities Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) 3.27 12.77 9.84 28.66 26.83 14.73
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Financial Services - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Financial Services Opportunities Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) Jan 02, 2013 9.84 28.66 26.83 0.78 1,547.94
ICICI Prudential Banking and Financial Services Fund - Direct Plan - IDCW Jan 01, 2013 15.80 23.26 24.86 1.01 9,812.38
SBI Banking & Financial Services Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Feb 26, 2015 18.34 26.82 25.26 0.74 7,998.78
Nippon India Banking & Financial Services Fund- DIRECT Plan - IDCW Option Jan 01, 2013 16.50 27.34 29.16 0.99 7,159.57
Aditya Birla Sun Life Banking and Financial Services Fund - DIRECT - IDCW Dec 14, 2013 12.26 24.95 25.10 1.06 3,514.53
TATA Banking & Financial Services Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 18.03 28.01 24.25 0.47 2,796.92

Fund Holdings as on 31-May-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • State Bank of India

  • TREPS

  • PNB Housing Finance Ltd

  • Shriram Finance Ltd

  • Bajaj Finserv Ltd

  • CSB Bank Ltd

  • DCB Bank Ltd

  • IndusInd Bank Ltd

  • Bank of Baroda

  • Ujjivan Small Finance Bank Ltd

  • Equitas Small Finance Bank Limited

  • REC Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Power Finance Corporation Ltd

  • Angel One Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Cholamandalam Financial Holdings Ltd

  • Creditaccess Grameen Ltd

  • 364 Days - T Bill - 11/09/2025*

  • Kotak Mahindra Bank Ltd

  • Prudent Corporate Advisory Services Ltd

  • Cash and Other Net Current Assets^

  • Mahindra & Mahindra Financial Services Ltd

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  • Bank - Private

  • Bank - Public

  • Finance - NBFC

  • Miscellaneous

  • Finance - Investment

  • Finance - Housing

  • Finance Term Lending

  • Insurance

  • Finance - Stock Broking

  • Finance - Others

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Most Recent Dividend

  • 07/10/2024

  • 23/10/2023

  • 10/11/2022

  • 30/06/2021

  • 12/03/2020

  • 17/09/2019

  • 19/03/2019

  • 12/09/2018

  • 16/03/2018

  • 07/09/2017

  • 12/04/2017

  • 12/08/2016

  • 28/04/2014

  • Cash

  • Equity

  • Rights

  • Sov

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About Sundaram Financial Services Opportunities Fund

Scheme Analysis

Sundaram Financial Services Opportunities Fund is a Equity - Sectoral Fund - Banks & Financial Services fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹1,547.94 crore. Sundaram Financial Services Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Financial Services - TRI as secondary index.

The NAV of Sundaram Financial Services Opportunities Fund ended down ₹-0.06(-0.15%)yesterday to ₹37.9813.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd, and

The Sundaram Financial Services Opportunities Fund is managed by Rohit Seksaria .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156