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Sundaram Financial Services Opportunities Fund Regular Plan Growth
Equity financial services
Overview ( as on 08/10/25 )
NAV
₹102.25
Last change
₹-0.64 -0.01%
Fund Size (AUM)
1460.09 Cr
Performance
21.98% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Growth
as of 08/10/25
AUM
1460.09 Cr
Expense Ratio
2.11 %
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 | 5.76% | 18.86% | 21.98% |
| Nifty Financial Services TR INR | 2.46% | 11.66% | 20.36% |
Top 10 Holdings
HDFC Bank Ltd |
19.89% |
ICICI Bank Ltd |
12.83% |
Axis Bank Ltd |
9.52% |
State Bank of India |
5.52% |
Bajaj Finserv Ltd |
4.48% |
Shriram Finance Ltd |
4.32% |
CSB Bank Ltd Ordinary Shares |
4.08% |
DCB Bank Ltd |
3.56% |
PNB Housing Finance Ltd |
3.53% |
Bank of Baroda |
3.52% |
Sector Allocation
Financial |
100.0% |
Asset Allocation
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95%
Equity
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5%
Others
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0%
Debt
Risk and Return Category
Risk v/s Category
-
Low
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Below Average
-
Average
-
Above Average
-
High
Return v/s Category
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Low
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Below Average
-
Average
-
Above Average
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High
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Returns
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SBI Banking & Financial Svcs Growth
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21.37% (5Y)
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Invesco India Financial Serv IDCW-P
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Returns
-
21.71% (5Y)
-
-
Invesco India Financial Serv IDCW-R
Equity financial services-
Returns
-
21.71% (5Y)
-
-
Invesco India Financial Serv Growth
Equity financial services-
Returns
-
21.71% (5Y)
-
-
Sundaram Fin Services Opp Growth
Equity financial services-
Returns
-
21.98% (5Y)
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