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Sundaram Financial Services Opportunities Fund Regular-Growth
Equity, Sectoral-Banking, Principal at very high risk
1 Year Return 24.39%
Fund Details
NAV 112.447
Sub-Type Sectoral-Banking
Rating 4
Min. SIP Amount 100.0
Fund Age(Year) 17.68
Fund Size 1675.68
Fund Performance
1 Month 0.57%
3 Month 2.97%
6 Month 12.45%
1 Year 24.39%
3 Year 20.39%
5 Year 14.42%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth Ret 1M 0.69% Ret 1Y 24.5% Ret 3Y 17.78% Ret 5Y 12.58%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M 0.69% Ret 1Y 24.5% Ret 3Y 17.78% Ret 5Y 12.58%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M 0.69% Ret 1Y 24.5% Ret 3Y 17.78% Ret 5Y 12.58%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M 1.68% Ret 1Y 23.86% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M 1.68% Ret 1Y 23.86% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M 1.68% Ret 1Y 23.86% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M 0.78% 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 0.78% 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 0.78% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M 0.2% Ret 1Y 19.8% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M 0.2% Ret 1Y 19.8% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.08%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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) 39
Date of Incorporation 2008-06-16
Total AUM 2026-01-31
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.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.86%) Market Cap Large Cap 62.21 Small Cap 24.88 Mid Cap 8.76 Top Sectors Financial 91.88 Services 2.78 Insurance 1.2 Top Holding Equitas Small Finance Bank 2.6 Bandhan Bank 1.72 Ujjivan Small Finance Bank 3.1 BSE 0.53 REC 2.46 Angel One 0.82 Axis Bank 9.96 State Bank of India 6.45 Prudent Corporate Advisory Services 0.29 Indusind Bank 0.72 Bajaj Finserv 4.63 Cholamandalam Financial 2.67 Shriram Finance 4.68 Kotak Mahindra Bank 1.77 PB Fintech 0.71 Bank of Baroda 3.95 ICICI Bank 11.45 ICICI Prudential 1.2 HDFC Bank 17.27 One97 Communications 1.54 CSB Bank 3.14 UTI Asset Mgmt 0.45 HDB Financial Services 0.63 PNB Housing Finance 3.27 Motilal Oswal Financial Services 0.9 Mahindra & Mahindra Financial Services 0.6 Aavas Financiers 2.03 Power Fin. Corp. 1.52 DCB Bank 4.81
Debt & Others (4.15%) Sector Allocation Mutual Fund 0.92 Cash/Net Current Assets 0.55 Repo 2.68 Debt Credit Ratings Debt Category Others 3.23 Sundaram Money Market Direct-G 0.92
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