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Sundaram Financial Services Opportunities Fund Regular Plan Growth
Equity financial services
Overview ( as on 03/09/25 )
NAV
₹98.06
Last change
₹0.4 +0.0%
Fund Size (AUM)
1547.92 Cr
Performance
20.41% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Growth
as of 03/09/25
AUM
1547.92 Cr
Expense Ratio
2.1 %
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 | -2.39% | 16.36% | 20.41% |
| Nifty Financial Services TR INR | 2.94% | 9.84% | 17.35% |
Top 10 Holdings
HDFC Bank Ltd |
19.89% |
ICICI Bank Ltd |
12.82% |
Axis Bank Ltd |
8.93% |
State Bank of India |
5.16% |
CSB Bank Ltd Ordinary Shares |
4.46% |
Shriram Finance Ltd |
4.43% |
PNB Housing Finance Ltd |
4.35% |
Bajaj Finserv Ltd |
4.3% |
DCB Bank Ltd |
3.48% |
Bank of Baroda |
3.39% |
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
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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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Invesco India Financial Serv Growth
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Invesco India Financial Serv IDCW-P
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-
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Invesco India Financial Serv IDCW-R
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-
20.51% (5Y)
-
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Sundaram Fin Services Opp Growth
Equity financial services-
Returns
-
20.41% (5Y)
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