Sundaram Financial Services Opportunities Fund Institutional-IDCW Reinvestment
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Equity, Sectoral-Banking, Principal at very high risk
1 Year Return 6.34% at 05 Feb 2026 11:10 AM
Fund Details
NAV 33.8495
Sub-Type Sectoral-Banking
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 17.64
Fund Size(in Crores) 1660.65
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 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.75%) Market Cap Large Cap 61.81 Small Cap 27.18 Mid Cap 8.75 Top Sectors Financial 94.19 Insurance 1.96 Services 1.29 Top Holding Bandhan Bank 1.38 Angel One 0.77 Shriram Finance 4.61 Cholamandalam Financial 2.46 DCB Bank 4.4 Mahindra & Mahindra Financial Services 1.15 Axis Bank 9.73 Cholamandalam Investment and Finance Company 0.74 Bajaj Finserv 4.88 Aavas Financiers 1.23 HDB Financial Services 0.69 Prudent Corporate Advisory Services 0.31 HDFC Bank 18.59 Equitas Small Finance Bank 2.75 BSE 0.5 Bank of Baroda 3.94 PB Fintech 0.79 REC 2.43 ICICI Prudential 1.96 Motilal Oswal Financial Services 1.03 Indusind Bank 0.7 CSB Bank 4.44 Ujjivan Small Finance Bank 3.4 ICICI Bank 11.45 Others 0.31 PNB Housing Finance 3.81 State Bank of India 5.94 Power Fin. Corp. 1.44 Kotak Mahindra Bank 1.93
Debt & Others (2.25%) Sector Allocation Repo 1.6 Mutual Fund 0.92 Net Payables -0.27 Debt Credit Ratings Debt Category Sundaram Money Market Direct-G 0.92 Others 1.33
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth Ret 1M -1.24% Ret 1Y 19.28% Ret 3Y 17.41% Ret 5Y 13.41%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M -1.24% Ret 1Y 19.28% Ret 3Y 17.41% Ret 5Y 13.41%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M -1.24% Ret 1Y 19.28% Ret 3Y 17.41% Ret 5Y 13.41%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M 0.03% Ret 1Y 19.8% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M 0.03% Ret 1Y 19.8% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M 0.03% Ret 1Y 19.8% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M -0.57% 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 -0.57% 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 -0.57% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M -1.27% Ret 1Y 15.74% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M -1.27% Ret 1Y 15.74% 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
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) 0
Date of Incorporation 2008-06-16
Total AUM 2025-12-31
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.
Take Your Next Step
