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 -5.10 -2.50 4.32 17.64 22.25 14.35
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 4.32 17.64 22.25 2.10 1,547.92
ICICI Prudential Banking and Financial Services Fund - Growth Aug 22, 2008 10.93 15.61 21.42 1.80 9,930.21
SBI BANKING & FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH Feb 26, 2015 14.28 18.23 21.84 1.79 8,450.07
Nippon India Banking & Financial Services Fund-Growth Plan-Growth Option May 26, 2003 9.80 17.84 25.42 1.84 7,222.06
Tata Banking And Financial Services Fund-Regular Plan-Growth Dec 28, 2015 11.03 17.63 20.06 1.91 2,894.89
Invesco India Financial Services Fund - Retail Growth Jul 14, 2008 12.11 20.36 22.34 2.13 1,432.76

Fund Holdings as on 31-July-2025

  • HDFC Bank Ltd

  • ICICI Bank Ltd

  • Axis Bank Ltd

  • State Bank of India

  • CSB Bank Ltd

  • Shriram Finance Ltd

  • PNB Housing Finance Ltd

  • Bajaj Finserv Ltd

  • TREPS

  • DCB Bank Ltd

  • Bank of Baroda

  • Ujjivan Small Finance Bank Ltd

  • REC Ltd

  • Equitas Small Finance Bank Limited

  • IndusInd Bank Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Kotak Mahindra Bank Ltd

  • Power Finance Corporation Ltd

  • Cholamandalam Financial Holdings Ltd

  • Mahindra & Mahindra Financial Services Ltd

  • Creditaccess Grameen Ltd

  • Angel One Ltd

  • 364 Days - T Bill - 11/09/2025*

  • HDB Financial Services Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • Prudent Corporate Advisory Services Ltd

  • Margin Money For Derivatives

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  • Bank - Private

  • Bank - Public

  • Finance - NBFC

  • Finance - Investment

  • Finance Term Lending

  • Finance - Housing

  • Miscellaneous

  • Insurance

  • Finance - Stock Broking

  • Finance - Others

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  • Cash

  • Equity

  • Sovereign

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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 ₹1,547.92 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 ₹-0.11(-0.11%)yesterday to ₹100.0568.

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