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) 5.63 8.39 16.88 20.05 20.73 14.40
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 16.88 20.05 20.73 0.77 1,601.05
ICICI Prudential Banking and Financial Services Fund - Direct Plan - IDCW Jan 01, 2013 16.95 16.88 19.62 1.01 10,592.64
SBI Banking & Financial Services Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Feb 26, 2015 22.89 21.04 19.94 0.76 9,273.44
Nippon India Banking & Financial Services Fund- DIRECT Plan - IDCW Option Jan 01, 2013 18.30 19.14 23.63 0.98 7,543.30
Aditya Birla Sun Life Banking and Financial Services Fund - DIRECT - IDCW Dec 14, 2013 18.29 17.11 19.08 1.06 3,606.47
TATA Banking & Financial Services Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 19.61 19.00 19.02 0.45 3,125.23

Fund Holdings as on 31-October-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Shriram Finance Ltd

  • Bajaj Finserv Ltd

  • CSB Bank Ltd

  • DCB Bank Ltd

  • PNB Housing Finance Ltd

  • Bank of Baroda

  • TREPS

  • Ujjivan Small Finance Bank Ltd

  • REC Ltd

  • Equitas Small Finance Bank Limited

  • ICICI Prudential Life Insurance Company Ltd

  • Kotak Mahindra Bank Ltd

  • Cholamandalam Financial Holdings Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Power Finance Corporation Ltd

  • Bandhan Bank Ltd

  • IndusInd Bank Ltd

  • Sundaram Money Market Fund-Direct Plan - Growth*

  • Angel One Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • HDB Financial Services Ltd

  • PB Fintech Ltd

  • BSE Ltd

  • Prudent Corporate Advisory Services Ltd

  • Cash and Other Net Current Assets

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  • Bank - Private

  • Bank - Public

  • Finance - NBFC

  • Finance - Investment

  • Finance Term Lending

  • Finance - Housing

  • Miscellaneous

  • Insurance

  • Finance - Stock Broking

  • Finance - Others

  • Fintech

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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

  • MFU

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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 ₹1,601.05 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 up ₹0.42(1.1%)yesterday to ₹39.0036.

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