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Sundaram Fin Services Opp IDCW-P
Equity financial services
Overview ( as on 20/10/25 )
NAV
₹32.79
Last change
₹0.49 +0.02%
Fund Size (AUM)
1513.67 Cr
Performance
21.25% (5Y)
Fund Details
Sundaram Fin Services Opp IDCW-P
as of 20/10/25
AUM
1513.67 Cr
Expense Ratio
2.11 %
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 IDCW-P | 6.44% | 18.5% | 21.25% |
| Nifty Financial Services TR INR | 2.46% | 11.66% | 20.36% |
Top 10 Holdings
HDFC Bank Ltd |
19.42% |
ICICI Bank Ltd |
11.93% |
Axis Bank Ltd |
9.94% |
State Bank of India |
5.78% |
Bajaj Finserv Ltd |
4.53% |
Shriram Finance Ltd |
4.42% |
CSB Bank Ltd Ordinary Shares |
4.03% |
PNB Housing Finance Ltd |
3.9% |
Bank of Baroda |
3.77% |
Ujjivan Small Finance Bank Ltd Ordinary Shares |
3.59% |
Sector Allocation
Financial |
100.0% |
Asset Allocation
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95%
Equity
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5%
Others
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0%
Debt
Risk and Return Category
Risk v/s Category
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Low
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Below Average
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Average
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Above Average
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High
Return v/s Category
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Low
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Below Average
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Average
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Above Average
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High
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Invesco India Financial Serv Growth
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Invesco India Financial Serv IDCW-P
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21.58% (5Y)
-
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21.58% (5Y)
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Sundaram Fin Services Opp Growth
Equity financial services-
Returns
-
21.75% (5Y)
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