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Sundaram Financial Services Opportunities Fund Regular Plan Payout Inc Dist cum Cap Wdrl option
Equity financial services
Overview ( as on 05/12/25 )
NAV
₹33.78
Last change
₹0.24 +0.01%
Fund Size (AUM)
1601.05 Cr
Performance
17.66% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Payout Inc Dist cum Cap Wdrl option
as of 05/12/25
AUM
1601.05 Cr
Expense Ratio
2.09 %
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 Financial Services Opportunities Fund Regular Plan Payout Inc Dist cum Cap Wdrl option | 9.85% | 17.04% | 17.66% |
| Nifty Financial Services TR INR | 17.31% | 14.06% | 15.3% |
Top 10 Holdings
HDFC Bank Ltd |
19.2% |
ICICI Bank Ltd |
11.7% |
Axis Bank Ltd |
9.99% |
State Bank of India |
5.87% |
Shriram Finance Ltd |
4.69% |
Bajaj Finserv Ltd |
4.45% |
CSB Bank Ltd Ordinary Shares |
4.24% |
DCB Bank Ltd |
4.19% |
PNB Housing Finance Ltd |
3.86% |
Bank of Baroda |
3.84% |
Sector Allocation
Financial |
100.0% |
Asset Allocation
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96%
Equity
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4%
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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Sundaram Fin Services Opp Growth
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Returns
-
18.14% (5Y)
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