Sundaram Financial Services Opportunities Fund Regular-IDCW Payout
Sundaram Financial Services Opportunities Fund Regular-IDCW Payout: Mutual Fund Overview
Sundaram Financial Services Opportunities Fund Regular-IDCW Payout is an Sectoral-Banking mutual fund with over 17.74 years of performance history. The scheme manages an AUM of ₹1684.47 Cr and has a NAV of ₹29.772. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 14.94%.
Equity, Sectoral-Banking, Principal at very high risk
1 Year Return 14.94% at 12 Mar 2026 06:23 PM
Fund Details
NAV 29.772
Sub-Type Sectoral-Banking
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 17.74
Fund Size(in Crores) 1684.47
Fund Performance
1 Month -8.16%
3 Month -4.58%
6 Month 3.11%
1 Year 14.94%
3 Year 17.33%
5 Year 12.92%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.5%) Market Cap Small Cap 97.5 Top Sectors Capital Goods 17 Services 16.94 Healthcare 10.57 Financial 9.8 Technology 9.32 Energy 7.22 Consumer Discretionary 5.8 Insurance 5.69 Communication 4.14 Automobile 3.38 Consumer Staples 3.26 Others 2.49 Chemicals 1.89 Top Holding Taiwan Semiconductor Manufacturing - ADR 2.25 Pinnacle Financial Partners (PNFP) 0.46 UCB SA 2.14 Coca Cola Co. (US) 1.69 Tesla 1.21 Philip Morris International 1.57 Reinsurance Group of America (RGA) 0.84 Amazon. com Inc. (USA) 1.07 McKesson Corporation (USA) 0.89 Boston Scientific Corp 2.24 Soft Bank Group Corp 0.98 Celestica 1 Mc DonaldS Corporation (US) 1.02 DSV A/S 1.01 Adyen N.V 1.41 Alibaba Group Holding Limited - ADR 0.69 Barrick Mining 0.49 Cigna Corporation 1.04 Rheinmetall AG 1.18 Transdigm Group Inc. 0.39 Lowe S Companies Inc (USA) 0.95 Western Alliance Bancorporation (DE) (WAL) 2.02 Visa Inc 1.25 NiSource Inc 1.33 Microsoft Corportion (US) 1.65 ITT (ITT) 1.03 Shell Plc 1.7 General Electric Company (GE_old) 1.64 Dover Corp 1.01 Snowflake 0.71 Schneider Electric Sa (France) 1.37 Broadcom 2.3 Meta Platforms 1.17 Western Digital Corporation 0.92 argenx SE - ADR 0.92 NVIDIA Corporation (USA) 6.27 Sherwin-Williams Co 0.98 Coherent (COHR) 1.94 Otis Worldwide Corp 1.42 Grupo Financiero Banorte SAB De CV 0.78 Iberdrola SA (Spain) 1.43 Axa Equitable Holdings Inc (EQH) 1.99 BAWAG Group 1.17 Wal-Mart Stores (US) 1.77 Linde PLC 0.91 Verizon Communication 1.64 Bridgepoint Group PLC 0.18 Oracle Corporation (US) 0.92 Apple Inc. (USA) 4.36 AT&T Inc 1.53 Conduit Holdings 0.68 Alphabet Inc Class A 4.77 Five Below (FIVE) 1.54 Danaher Corporation 0.82 Burford Capital (BUR) 1.06 Bank Mandiri Persero 0.01 Webster Financial (WBS) 2.38 Aptiv PLC 0.99 XP Inc. Class A - ADR 0.48 GE Vernova 1.57 AstraZeneca 1.88 Suncor Energy Inc 1.18 Compass Group PLC 1.01 Reddit 1.01 Eli Lilly 2.52 Freeport McMoran Copper & Gold 1.12 Prudential plc 2.17 Seagate Technology (USA) 1.47
Debt & Others (2.5%) Sector Allocation Net Receivables 1.98 Reverse Repo 0.52 Debt Credit Ratings Debt Category Others 2.5
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -6.81% Ret 1Y 10.6% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -6.81% Ret 1Y 10.6% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.1%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Ashish Aggarwal
Education Mr. Aggarwal has done BE, PGPM
Experience Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Rohit Seksaria
Education Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 27
Date of Incorporation 2008-06-16
Total AUM 75674.2
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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