Sundaram Financial Services Opportunities Fund Institutional-IDCW Reinvestment
Sundaram Financial Services Opportunities Fund Institutional-IDCW Reinvestment: Mutual Fund Overview
Sundaram Financial Services Opportunities Fund Institutional-IDCW Reinvestment 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 ₹33.8495. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.34%.
Equity, Sectoral-Banking, Principal at very high risk
1 Year Return 6.34% at 12 Mar 2026 08:19 PM
Fund Details
NAV 33.8495
Sub-Type Sectoral-Banking
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 17.74
Fund Size(in Crores) 1684.47
Fund Performance
1 Month -3.28%
3 Month -5.62%
6 Month -7.61%
1 Year 6.34%
3 Year 16.58%
5 Year 15.44%
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 Large Cap 61.85 Small Cap 24.31 Mid Cap 9.16 Top Sectors Financial 91.36 Services 2.73 Insurance 1.23 Top Holding State Bank of India 7.16 Power Fin. Corp. 1.65 HDFC Bank 16.41 Equitas Small Finance Bank 2.37 Kotak Mahindra Bank 1.79 Bank of Baroda 4.22 UTI Asset Mgmt 0.46 PB Fintech 1.25 Bandhan Bank 2.01 ICICI Prudential 1.23 Angel One 0.75 REC 2.35 Motilal Oswal Financial Services 0.86 Shriram Finance 4.31 One97 Communications 1.48 Cholamandalam Financial 2.62 DCB Bank 4.44 Mahindra & Mahindra Financial Services 0.6 Indusind Bank 0.77 Axis Bank 10 Bajaj Finserv 4.7 CSB Bank 2.97 HDB Financial Services 0.63 Aavas Financiers 2.47 Ujjivan Small Finance Bank 2.68 Prudent Corporate Advisory Services 0.28 ICICI Bank 11.59 PNB Housing Finance 3.26
Debt & Others (4.69%) Sector Allocation Cash/Net Current Assets 0.19 Repo 3.58 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): 1.16%
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) 0
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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