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Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl
Equity financial services
Overview ( as on 13/01/26 )
NAV
₹32.23
Last change
₹0.17 +0.01%
Fund Size (AUM)
1660.65 Cr
Performance
15.67% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl
as of 13/01/26
AUM
1660.65 Cr
Expense Ratio
2.08 %
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 | 20.38% | 18.35% | 15.67% |
| Nifty Financial Services TR INR | 15.62% | 10.93% | 13.22% |
Top 10 Holdings
HDFC Bank Ltd |
18.59% |
ICICI Bank Ltd |
11.45% |
Axis Bank Ltd |
9.73% |
State Bank of India |
5.94% |
Bajaj Finserv Ltd |
4.88% |
Shriram Finance Ltd |
4.61% |
CSB Bank Ltd Ordinary Shares |
4.44% |
DCB Bank Ltd |
4.4% |
Bank of Baroda |
3.94% |
PNB Housing Finance Ltd |
3.81% |
Sector Allocation
Financial |
100.0% |
Asset Allocation
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97%
Equity
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2%
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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-
16.26% (5Y)
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