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Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl
Equity financial services
Overview ( as on 17/04/25 )
NAV
₹31.51
Last change
₹0.73 +0.02%
Fund Size (AUM)
1415.22 Cr
Performance
24.48% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl
as of 17/04/25
AUM
1415.22 Cr
Expense Ratio
2.17 %
Benchmark
Nifty Financial Services TR INR
ISIN
INF903J01611
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 Reinvestment Inc Dist cum Cap Wdrl | 13.94% | 19.11% | 24.48% |
| Nifty Financial Services TR INR | 11.26% | 12.56% | 21.98% |
Top 10 Holdings
HDFC Bank Ltd |
19.71% |
ICICI Bank Ltd |
12.76% |
Axis Bank Ltd |
9.81% |
State Bank of India |
5.47% |
Shriram Finance Ltd |
4.8% |
Bajaj Finserv Ltd |
4.51% |
PNB Housing Finance Ltd |
4.08% |
Ujjivan Small Finance Bank Ltd Ordinary Shares |
3.74% |
CSB Bank Ltd Ordinary Shares |
3.63% |
Bank of Baroda |
3.57% |
Sector Allocation
Financial |
100.0% |
Asset Allocation
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95%
Equity
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4%
Others
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1%
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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Returns
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25.0% (5Y)
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Sundaram Fin Services Opp Reg IDCW-P
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Returns
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24.48% (5Y)
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Sundaram Fin Services Opp Reg IDCW-R
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Returns
-
24.48% (5Y)
-
-
Invesco India Financial Serv Gr
Equity financial services-
Returns
-
23.78% (5Y)
-
-
Invesco India Financial Serv IDCW-P
Equity financial services-
Returns
-
23.77% (5Y)
-
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Invesco India Financial Serv IDCW-R
Equity financial services-
Returns
-
23.77% (5Y)
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