Overview ( as on 31/03/25 )

NAV
₹29.52
Last change
₹-0.0 -0.0%
Fund Size (AUM)
1325.29 Cr
Performance
24.72% (5Y)

Fund Details

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Sundaram Fin Services Opp Reg IDCW-P
as of 31/03/25
AUM

1325.29 Cr

Expense Ratio

2.17 %

Benchmark

Nifty Financial Services TR INR

ISIN

INF903J01603

Fund Manager

Rohit Seksaria

Exit Load

0.5% if redeemed within 0-30 days

0% if redeemed after 30 days

Fund Performance 1Y 3Y 5Y
Sundaram Fin Services Opp Reg IDCW-P 7.67% 17.39% 24.72%
Nifty Financial Services TR INR 11.26% 13.28% 20.99%

Top 10 Holdings

HDFC Bank Ltd
18.17%

ICICI Bank Ltd
12.17%

Axis Bank Ltd
9.65%

State Bank of India
4.93%

Shriram Finance Ltd
4.83%

IndusInd Bank Ltd
4.49%

Bajaj Finance Ltd
4.38%

Ujjivan Small Finance Bank Ltd Ordinary Shares
3.73%

CSB Bank Ltd Ordinary Shares
3.62%

PNB Housing Finance Ltd
3.55%

Sector Allocation

Financial
100.0%

Asset Allocation

  • 95%

    Equity

  • 4%

    Others

  • 1%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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