Sundaram Financial Services Opportunities Fund - Growth - Regular Plan

Other Plans and Options

Fund Overview Growth | Regular 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 Regular Plan - Growth 0.78 -4.83 10.00 27.30 11.42 13.32
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 Regular Plan - Growth Jun 10, 2008 10.00 27.30 11.42 2.41 601.93
ICICI Prudential Banking and Financial Services Fund - Growth Aug 22, 2008 6.55 28.47 8.56 1.94 5,871.02
Nippon India Banking & Financial Services Fund-Growth Plan-Growth Option May 26, 2003 8.23 32.89 8.50 2.05 3,826.52
SBI BANKING & FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH Feb 26, 2015 4.35 23.74 10.84 2.00 3,747.61
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Dec 14, 2013 4.28 27.47 7.87 2.11 2,384.58
Tata Banking And Financial Services Fund-Regular Plan-Growth Dec 28, 2015 10.75 23.57 10.56 2.01 1,272.36

Fund Holdings as on 28-February-2023

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • State Bank of India

  • Axis Bank Ltd

  • Housing Development Finance Corporation Ltd

  • TREPS

  • Canara Bank

  • Bank of Baroda

  • IndusInd Bank Ltd

  • Equitas Small Finance Bank Limited

  • SBI Life Insurance Company Ltd

  • CSB Bank Ltd

  • Creditaccess Grameen Ltd

  • Home First Finance Company Ltd

  • Cholamandalam Financial Holdings Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Cash and Other Net Current Assets

  • Multi Commodity Exchange of India Ltd

  • Ujjivan Financial Services Ltd

  • LIC Housing Finance Ltd

  • Angel One Ltd

  • Bajaj Finance Ltd

  • AU Small Finance Bank Ltd

  • HDFC Life Insurance Company Ltd

  • Kotak Mahindra Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Power Finance Corporation Ltd

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  • Bank - Private

  • Bank - Public

  • Finance - Housing

  • Miscellaneous

  • Finance - NBFC

  • Insurance

  • Finance - Stock Broking

  • Finance Term Lending

  • Finance - Investment

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  • Cash

  • Equity

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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 10-Jun-2008 and currently has an AUM of ₹601.93 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 ₹0.96(1.54%)yesterday to ₹63.7461.

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

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

Fund House Contact

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

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