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 (95.32%) Market Cap Small Cap 24.31 Large Cap 61.85 Mid Cap 9.16 Top Sectors Financial 91.36 Services 2.73 Insurance 1.23 Top Holding REC 2.35 Ujjivan Small Finance Bank 2.68 PB Fintech 1.25 ICICI Prudential 1.23 Bank of Baroda 4.22 DCB Bank 4.44 Angel One 0.75 HDB Financial Services 0.63 CSB Bank 2.97 State Bank of India 7.16 Axis Bank 10 HDFC Bank 16.41 ICICI Bank 11.59 Shriram Finance 4.31 Aavas Financiers 2.47 Prudent Corporate Advisory Services 0.28 Power Fin. Corp. 1.65 Bajaj Finserv 4.7 Cholamandalam Financial 2.62 PNB Housing Finance 3.26 Kotak Mahindra Bank 1.79 Equitas Small Finance Bank 2.37 Indusind Bank 0.77 Motilal Oswal Financial Services 0.86 Bandhan Bank 2.01 Mahindra & Mahindra Financial Services 0.6 One97 Communications 1.48 UTI Asset Mgmt 0.46
Debt & Others (4.69%) Sector Allocation Repo 3.58 Cash/Net Current Assets 0.19 Mutual Fund 0.92 Debt Credit Ratings Debt Category Sundaram Money Market Direct-G 0.92 Others 3.77
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Payout Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Reinvestment Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M -8.44% Ret 1Y 11.25% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M -8.44% Ret 1Y 11.25% 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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