-
Sundaram Financial Services Opportunities Fund Regular Plan Growth
Equity financial services
Overview ( as on 25/11/25 )
NAV
₹108.46
Last change
₹-0.18 -0.0%
Fund Size (AUM)
1601.05 Cr
Performance
18.58% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Growth
as of 25/11/25
AUM
1601.05 Cr
Expense Ratio
2.09 %
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 | 13.25% | 17.58% | 18.58% |
| Nifty Financial Services TR INR | 14.75% | 14.66% | 19.48% |
Top 10 Holdings
HDFC Bank Ltd |
19.2% |
ICICI Bank Ltd |
11.7% |
Axis Bank Ltd |
9.99% |
State Bank of India |
5.87% |
Shriram Finance Ltd |
4.69% |
Bajaj Finserv Ltd |
4.45% |
CSB Bank Ltd Ordinary Shares |
4.24% |
DCB Bank Ltd |
4.19% |
PNB Housing Finance Ltd |
3.86% |
Bank of Baroda |
3.84% |
Sector Allocation
Financial |
100.0% |
Asset Allocation
-
96%
Equity
-
4%
Others
-
0%
Debt
Risk and Return Category
Risk v/s Category
-
Low
-
Below Average
-
Average
-
Above Average
-
High
Return v/s Category
-
Low
-
Below Average
-
Average
-
Above Average
-
High
Related Funds
-
SBI Banking & Financial Svcs IDCW-R
Equity financial services-
Returns
-
17.59% (5Y)
-
-
SBI Banking & Financial Svcs Growth
Equity financial services-
Returns
-
17.59% (5Y)
-
-
Invesco India Financial Serv IDCW-R
Equity financial services-
Returns
-
18.66% (5Y)
-
-
Invesco India Financial Serv Growth
Equity financial services-
Returns
-
18.22% (5Y)
-
-
Invesco India Financial Serv IDCW-P
Equity financial services-
Returns
-
18.22% (5Y)
-
-
Sundaram Fin Services Opp Growth
Equity financial services-
Returns
-
18.58% (5Y)
-
