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Sundaram Financial Services Opportunities Fund Regular Plan Growth
Equity financial services
Overview ( as on 13/02/26 )
NAV
₹110.66
Last change
₹-1.36 -0.01%
Fund Size (AUM)
1675.68 Cr
Performance
14.58% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Growth
as of 13/02/26
AUM
1675.68 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 Financial Services Opportunities Fund Regular Plan Growth | 20.86% | 19.77% | 14.58% |
| Nifty Financial Services TR INR | 18.85% | 15.86% | 14.36% |
Top 10 Holdings
HDFC Bank Ltd |
17.27% |
ICICI Bank Ltd |
11.45% |
Axis Bank Ltd |
9.96% |
State Bank of India |
6.45% |
DCB Bank Ltd |
4.81% |
Shriram Finance Ltd |
4.68% |
Bajaj Finserv Ltd |
4.63% |
Bank of Baroda |
3.95% |
PNB Housing Finance Ltd |
3.27% |
CSB Bank Ltd Ordinary Shares |
3.14% |
Sector Allocation
Financial |
98.39% |
Technology |
1.61% |
Asset Allocation
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96%
Equity
-
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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Returns
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14.18% (5Y)
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Invesco India Financial Serv Growth
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Returns
-
15.45% (5Y)
-
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Invesco India Financial Serv IDCW-P
Equity financial services-
Returns
-
15.45% (5Y)
-
-
Invesco India Financial Serv IDCW-R
Equity financial services-
Returns
-
15.45% (5Y)
-
-
SBI Banking & Financial Svcs Growth
Equity financial services-
Returns
-
14.18% (5Y)
-
-
Sundaram Fin Services Opp Growth
Equity financial services-
Returns
-
14.58% (5Y)
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