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Sundaram Mutual Fund
Sundaram Mutual Fund · Equity: Sectoral-Banking and Financial Services

Sundaram FInancial Services Opportunities Fund Regular Plan - Growth

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

EquityBenchmark · Nifty Financial Services TRITER · 2.21%Inception · 10-06-2008
NAV
₹104.70
-0.90% · as of 14-10-2026
Since inception
13.64%
CAGR
Benchmark (inception)
16.40%
CAGR
Fund size
₹1,614 Cr
AUM
Expense ratio
2.21%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +13.64% CAGR vs benchmark +16.40%.

Portfolio

Where the money is invested

Top holdings

HDFC BANK LIMITED EQ NEW FV RE. 1/-14.78%
ICICI BANK LIMITED EQ NEW FV RS. 2/-11.58%
AXIS BANK LIMITED EQ NE FV RS. 2/-9.74%
STATE BANK OF INDIA EQ NEW RE. 1/-6.13%
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-4.79%
Shriram Finance Limited4.17%
DCB BANK LIMITED EQ4.16%
PNB HOUSING FINANCE LTD EQ3.90%
BANK OF BARODA EQ NEW FV RS. 2/-3.58%
AAVAS FINANCIERS LIMITED EQ3.36%

Sector allocation

Financial Services96.16%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 13.6% p.a.
₹10,000
10 years
Projected value
₹25,64,151
Invested: ₹12,00,000
Gained: ₹13,64,151
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
R
Rohit Seksaria, Shalav Saket
Manager since fund inception data not available
ISIN & identifiers
AMFI code
109059
ISIN (Growth)
INF903J01629
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

Other Equity: Sectoral-Banking and Financial Services funds

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