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Sundaram Financial Services Opportunities Fund Regular Plan Growth
Equity financial services
Overview ( as on 22/05/26 )
NAV
₹103.29
Last change
₹0.62 +0.01%
Fund Size (AUM)
1612.72 Cr
Performance
13.33% (5Y)
Fund Details
Sundaram Financial Services Opportunities Fund Regular Plan Growth
as of 22/05/26
AUM
1612.72 Cr
Expense Ratio
2.11 %
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 | 0.78% | 14.22% | 13.33% |
| Nifty Financial Services TR INR | -0.77% | 11.33% | 11.49% |
Top 10 Holdings
HDFC Bank Ltd |
14.9% |
ICICI Bank Ltd |
11.09% |
Axis Bank Ltd |
9.58% |
State Bank of India |
6.65% |
Bajaj Finserv Ltd |
4.6% |
DCB Bank Ltd |
4.38% |
PNB Housing Finance Ltd |
4.09% |
Shriram Finance Ltd |
3.91% |
Bank of Baroda |
3.61% |
Kotak Mahindra Bank Ltd |
3.25% |
Sector Allocation
Financial |
98.39% |
Technology |
1.61% |
Asset Allocation
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96%
Equity
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4%
Others
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0%
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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Invesco India Financial Serv IDCW-R Fund
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SBI Banking & Financial Svcs IDCW-R Fund
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-
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-
-
Sundaram Fin Services Opp Fund
Equity financial services-
Returns
-
13.33% (5Y)
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