RS
Rohit SeksariaFund Manager Since 30 Dec 2017
EquitySector - Financial Services
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
3Y Annualised
17.75%
0.13% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
9.01%
0.13% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 3 months
NIFTY 50
6 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹1438.57 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹100
Exit load
0.01%
0.5% - For redemption,withdrawn by way of SWPor transfer by way ofSwitch/STP within 30 daysfrom the date of allotment.NIL - For redemption orwithdrawn by way of SWPor transfer by way ofSwitch/STP after 30 daysfrom the date of allotment
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Nifty Bank ETF
11.86%
2nd
Groww Banking & Financial Services Fund Direct Growth
11.72%
3rd
Groww Banking & Financial Services Fund Direct Payout Inc Dist cum Cap Wdrl
11.72%
4th
Groww Banking & Financial Services Fund Direct Reinvestment Inc Dist cum Cap Wdrl
11.72%
5th
Groww Banking & Financial Services Fund Regular Growth
11.53%
30th
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
9.01%
Fund Managers
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
About Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option is a Equity mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Sundaram Financial Services Opportunities Fund Direct Plan Growth Option has ₹1438.57 Cr worth of assets under management (AUM) as of Thu Apr 30 2026. The latest Net Asset Value (NAV) of Sundaram Financial Services Opportunities Fund Direct Plan Growth Option as of Wed Apr 29 2026 is ₹120.0988. The fund has an expense ratio of 0.79%, which is medium comparable to most other Equity funds.
Sundaram Financial Services Opportunities Fund Direct Plan Growth Option returns for the last 1 year are 3.96%. Since launch, it has delivered 13.85% average annual returns.
The Sundaram Financial Services Opportunities Fund Direct Plan Growth Option has the majority of its money invested in Financial Services sectors.
Top 5 Holdings of Sundaram Financial Services Opportunities Fund Direct Plan Growth Option.
- HDFC Bank Ltd: 15.84%
- ICICI Bank Ltd: 11.87%
- Axis Bank Ltd: 9.83%
- State Bank of India: 6.83%
- Bajaj Finserv Ltd: 4.61%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| rahulm@sundarammutual.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah, |
Tax Implications of Sundaram Financial Services Opportunities Fund Direct Plan Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Sundaram Banking & PSU Fund Regular Growth
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
