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Sundaram Fin Services Opp Fund
Equity financial services
Overview ( as on 30/04/26 )
NAV
₹104.06
Last change
₹-1.27 -0.01%
Fund Size (AUM)
1438.57 Cr
Performance
14.43% (5Y)
Fund Details
Sundaram Fin Services Opp Fund
as of 30/04/26
AUM
1438.57 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 Fin Services Opp Fund | 2.58% | 16.18% | 14.43% |
| Nifty Financial Services TR INR | -5.26% | 10.31% | 9.35% |
Top 10 Holdings
HDFC Bank Ltd |
15.84% |
ICICI Bank Ltd |
11.87% |
Axis Bank Ltd |
9.83% |
State Bank of India |
6.83% |
Bajaj Finserv Ltd |
4.61% |
DCB Bank Ltd |
4.44% |
Shriram Finance Ltd |
4.08% |
Bank of Baroda |
3.8% |
PNB Housing Finance Ltd |
3.49% |
Cholamandalam Financial Holdings Ltd |
3.18% |
Sector Allocation
Financial |
98.41% |
Technology |
1.59% |
Asset Allocation
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95%
Equity
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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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Sundaram Fin Services Opp Fund
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-
14.43% (5Y)
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