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Sundaram Financial Services Opportunities Fund Institutional-Growth
Equity, Sectoral-Banking, Principal at very high risk
1 Year Return 6.34%
Fund Details
NAV 104.9194
Sub-Type Sectoral-Banking
Rating Not Rated
Min. SIP Amount 0
Fund Age(Year) 17.68
Fund Size 1675.68
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%
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): 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 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 Mid Cap 8.76 Small Cap 24.88 Large Cap 62.21 Top Sectors Financial 91.88 Services 2.78 Insurance 1.2 Top Holding Indusind Bank 0.72 State Bank of India 6.45 Equitas Small Finance Bank 2.6 DCB Bank 4.81 HDB Financial Services 0.63 Cholamandalam Financial 2.67 ICICI Bank 11.45 PNB Housing Finance 3.27 Aavas Financiers 2.03 UTI Asset Mgmt 0.45 Axis Bank 9.96 Shriram Finance 4.68 Power Fin. Corp. 1.52 Angel One 0.82 One97 Communications 1.54 Bajaj Finserv 4.63 Prudent Corporate Advisory Services 0.29 CSB Bank 3.14 Bandhan Bank 1.72 REC 2.46 Mahindra & Mahindra Financial Services 0.6 Kotak Mahindra Bank 1.77 ICICI Prudential 1.2 PB Fintech 0.71 Bank of Baroda 3.95 HDFC Bank 17.27 Motilal Oswal Financial Services 0.9 BSE 0.53 Ujjivan Small Finance Bank 3.1
Debt & Others (4.15%) Sector Allocation Repo 2.68 Cash/Net Current Assets 0.55 Mutual Fund 0.92 Debt Credit Ratings Debt Category Sundaram Money Market Direct-G 0.92 Others 3.23
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