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Sundaram Fin Services Opp Growth
Equity financial services
Overview ( as on 22/01/26 )
NAV
₹109.94
Last change
₹-1.42 -0.01%
Fund Size (AUM)
1660.65 Cr
Performance
16.11% (5Y)
Fund Details
Sundaram Fin Services Opp Growth
as of 22/01/26
AUM
1660.65 Cr
Expense Ratio
2.08 %
Benchmark
Nifty Financial Services TR INR
ISIN
INF903J01629
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 Growth | 19.24% | 17.74% | 16.11% |
| Nifty Financial Services TR INR | 18.6% | 14.43% | 13.65% |
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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Invesco India Financial Serv Growth
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-
16.46% (5Y)
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SBI Banking & Financial Svcs Growth
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16.63% (5Y)
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Sundaram Fin Services Opp Growth
Equity financial services-
Returns
-
16.11% (5Y)
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