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Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl
Equity financial services
Overview ( as on 04/07/25 )
NAV
₹32.86
Last change
₹0.12 +0.0%
Fund Size (AUM)
1547.94 Cr
Performance
23.46% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Reinvestment Inc Dist cum Cap Wdrl
as of 04/07/25
AUM
1547.94 Cr
Expense Ratio
2.1 %
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 | 5.49% | 24.85% | 23.46% |
| Nifty Financial Services TR INR | 7.61% | 18.59% | 21.44% |
Top 10 Holdings
HDFC Bank Ltd |
19.17% |
ICICI Bank Ltd |
12.51% |
Axis Bank Ltd |
9.7% |
State Bank of India |
5.27% |
PNB Housing Finance Ltd |
4.61% |
Shriram Finance Ltd |
4.48% |
Bajaj Finserv Ltd |
4.14% |
CSB Bank Ltd Ordinary Shares |
3.88% |
DCB Bank Ltd |
3.7% |
IndusInd Bank Ltd |
3.63% |
Sector Allocation
Financial |
100.0% |
Asset Allocation
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94%
Equity
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5%
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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Sundaram Fin Services Opp Reg IDCW-P
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Sundaram Fin Services Opp Reg IDCW-R
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Returns
-
23.46% (5Y)
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