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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 · 2.08%Inception · 10-06-2008
NAV
₹103.01
-1.62% · as of 29-05-2026
Since inception
13.84%
CAGR
Benchmark (inception)
-0.13%
CAGR
Fund size
₹1,613 Cr
AUM
Expense ratio
2.08%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +13.84% CAGR vs benchmark +-0.13%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-15.84%
ICICI BANK LIMITED EQ NEW FV RS. 2/-11.87%
AXIS BANK LIMITED EQ NE FV RS. 2/-9.83%
STATE BANK OF INDIA EQ NEW RE. 1/-6.83%
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-4.61%
DCB BANK LIMITED EQ4.44%
Shriram Finance Limited4.08%
Bank of Baroda3.80%
PNB HOUSING FINANCE LTD EQ3.49%
TREPS3.39%
Sector allocation
Financial Services95.38%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.8% p.a.₹10,000
10 years
Projected value
₹25,95,504
Invested: ₹12,00,000
Gained: ₹13,95,504
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
Quant BFSI Fund Reg Gr
₹19.54
1Y
+19.0%
3Y
+0.0%
5Y
+0.0%
HSBC Fin Services Fund Reg Gr
₹12.00
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Banking & Financial Services Reg Gr
₹13.91
1Y
+5.8%
3Y
+0.0%
5Y
+0.0%
Invesco India Fin Services Fund Reg Plan Gr
₹141.51
1Y
+5.7%
3Y
+17.9%
5Y
+14.3%
Groww Banking & Financial Services Reg Gr
₹12.04
1Y
+5.0%
3Y
+0.0%
5Y
+0.0%
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