Sundaram Financial Services Opportunities Fund - Growth - Direct Plan

Other Plans and Options

Fund Overview Growth | 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 - Growth Option 5.09 6.15 30.00 20.33 21.29 15.22
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 - Growth Option Jan 02, 2013 30.00 20.33 21.29 0.76 1,444.21
ICICI Prudential Banking and Financial Services Fund - Direct Plan - Growth Jan 01, 2013 23.60 14.28 16.51 1.03 8,175.89
Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 25.47 18.73 19.01 1.08 6,138.44
SBI BANKING & FINANCIAL SERVICES FUND - DIRECT PLAN - GROWTH Feb 26, 2015 32.82 16.23 18.66 0.73 6,120.42
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth Dec 14, 2013 20.89 14.66 17.68 1.01 3,270.54
Tata Banking And Financial Services Fund-Direct Plan-Growth Dec 28, 2015 22.94 16.18 18.53 0.45 2,302.40

Fund Holdings as on 31-August-2024

  • HDFC Bank Ltd

  • Axis Bank Ltd

  • ICICI Bank Ltd

  • State Bank of India

  • Cholamandalam Financial Holdings Ltd

  • ICICI Securities Ltd

  • TREPS

  • Shriram Finance Ltd

  • IndusInd Bank Ltd

  • Equitas Small Finance Bank Limited

  • Bajaj Finance Ltd

  • Bank of Baroda

  • Ujjivan Small Finance Bank Ltd

  • CSB Bank Ltd

  • REC Ltd

  • Power Finance Corporation Ltd

  • Creditaccess Grameen Ltd

  • ICICI Prudential Life Insurance Company Ltd

  • Bank of India

  • RBL Bank Ltd

  • Aavas Financiers Ltd

  • PNB Housing Finance Ltd

  • Multi Commodity Exchange of India Ltd

  • PB Fintech Ltd

  • BSE Ltd

  • Angel One Ltd

  • Union Bank of India

  • Can Fin Homes Ltd

  • 364 Days-T Bill - 10/10/2024*

  • Cash and Other Net Current Assets ^

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  • Bank - Private

  • Bank - Public

  • Finance - NBFC

  • Finance - Stock Broking

  • Finance Term Lending

  • Finance - Investment

  • Miscellaneous

  • Finance - Housing

  • Insurance

  • Fintech

  • Finance - Others

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Fund Manager

  • Cash

  • Equity

  • 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 ₹1,444.21 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 ₹0.1(0.09%)yesterday to ₹113.2478.

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 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