Sundaram Financial Services Opportunities Fund - Growth - Regular Plan

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 2.19 10.08 38.52 16.63 19.11 14.90
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 38.52 16.63 19.11 2.19 1,142.04
ICICI Prudential Banking and Financial Services Fund - Growth Aug 22, 2008 22.58 11.93 13.33 1.85 7,322.24
Nippon India Banking & Financial Services Fund-Growth Plan-Growth Option May 26, 2003 32.44 18.25 15.75 1.92 5,176.59
SBI BANKING & FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH Feb 26, 2015 30.43 11.51 15.31 1.87 4,994.12
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Dec 14, 2013 28.94 13.02 14.61 1.99 3,084.89
Tata Banking And Financial Services Fund-Regular Plan-Growth Dec 28, 2015 26.22 12.03 15.76 2.01 1,949.49

Fund Holdings as on 31-January-2024

  • ICICI Bank Ltd

  • HDFC Bank Ltd

  • Axis Bank Ltd

  • State Bank of India

  • Power Finance Corporation Ltd

  • TREPS

  • Cholamandalam Financial Holdings Ltd

  • Ujjivan Financial Services Ltd

  • Shriram Finance Ltd

  • Can Fin Homes Ltd

  • Bajaj Finance Ltd

  • Equitas Small Finance Bank Limited

  • IndusInd Bank Ltd

  • Bank of India

  • ICICI Prudential Life Insurance Company Ltd

  • REC Ltd

  • Aavas Financiers Ltd

  • CSB Bank Ltd

  • Canara Bank

  • SBI Life Insurance Company Ltd

  • Multi Commodity Exchange of India Ltd

  • Kotak Mahindra Bank Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Cholamandalam Investment and Finance Company Ltd

  • 364 Days - T Bill - 10/10/2024*

  • Angel One Ltd

  • Cash and Other Net Current Assets^

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  • Bank - Private

  • Finance Term Lending

  • Bank - Public

  • Finance - NBFC

  • Finance - Housing

  • Finance - Investment

  • Miscellaneous

  • Insurance

  • Finance - Stock Broking

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Fund Manager

  • 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 ₹1,142.04 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 ₹0.53(0.61%)yesterday to ₹88.5876.

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

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

Fund House Contact

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

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