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Sundaram Financial Services Opportunities Fund Regular Plan Growth
Equity financial services
Overview ( as on 19/06/26 )
NAV
₹107.97
Last change
₹-0.38 -0.0%
Fund Size (AUM)
1590.29 Cr
Performance
14.34% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Growth
as of 19/06/26
AUM
1590.29 Cr
Expense Ratio
None %
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 | 4.51% | 14.8% | 14.34% |
| Nifty Financial Services TR INR | -3.37% | 10.17% | 9.71% |
Top 10 Holdings
HDFC Bank Ltd |
14.58% |
ICICI Bank Ltd |
11.19% |
Axis Bank Ltd |
9.85% |
State Bank of India |
6.09% |
Bajaj Finserv Ltd |
4.76% |
DCB Bank Ltd |
4.17% |
PNB Housing Finance Ltd |
4.09% |
Shriram Finance Ltd |
4.01% |
Bank of Baroda |
3.73% |
Cholamandalam Financial Holdings Ltd |
3.33% |
Sector Allocation
Financial |
98.15% |
Technology |
1.85% |
Asset Allocation
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97%
Equity
-
2%
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
-
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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SBI Banking & Financial Svcs IDCW-R Fund
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-
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Sundaram Fin Services Opp Fund
Equity financial services-
Returns
-
14.34% (5Y)
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