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Sundaram Financial Services Opportunities Fund Regular Plan Growth
Equity financial services
Overview ( as on 12/08/26 )
NAV
₹109.68
Last change
₹0.32 +0.0%
Fund Size (AUM)
1681.38 Cr
Performance
13.61% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Growth
as of 12/08/26
AUM
1681.38 Cr
Expense Ratio
1.79 %
Benchmark
Nifty Financial Services TR INR
ISIN
INF903J01629
Fund Manager
Rohit Seksaria
Exit Load
0.5% if redeemed within 0-30 days
0% if redeemed after 30 days
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram Financial Services Opportunities Fund Regular Plan Growth | 9.5% | 13.52% | 13.61% |
| Nifty Financial Services TR INR | 0.75% | 10.42% | 11.07% |
Top 10 Holdings
ICICI Bank Ltd |
12.11% |
Axis Bank Ltd |
9.41% |
HDFC Bank Ltd |
8.53% |
State Bank of India |
8.13% |
Bajaj Finserv Ltd |
5.59% |
Kotak Mahindra Bank Ltd |
5.53% |
Shriram Finance Ltd |
4.19% |
DCB Bank Ltd |
4.19% |
PNB Housing Finance Ltd |
3.96% |
Bank of Baroda |
3.88% |
Sector Allocation
Financial |
97.88% |
Technology |
2.12% |
Asset Allocation
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97%
Equity
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2%
Others
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1%
Debt
Risk and Return Category
Risk v/s Category
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Low
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Below Average
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Average
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Above Average
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High
Return v/s Category
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Low
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Below Average
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Average
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Above Average
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High
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