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Sensex
77,540.83
▲ +0%
Nifty
24,252
▲ +0.08%
22k Gold
₹ 14,710/gm
Silver
₹ 2,60,000/kg
Petrol
₹ 111.21
Diesel
₹ 97.83
LPG
₹ 941.50
Crude Oil
$ 93.94
USD
₹ 95.63
Sundaram Financial Services Opportunities Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
13.97% ↑
NAV (₹) on 20 Aug 2026
34.14
1 Day NAV Change
0.92%
Risk Level
Very High Risk
Rating
Sundaram Financial Services Opportunities Fund - Direct Plan is a Equity mutual fund categorized under Sector, offered by Sundaram Asset Management Company Ltd.. Launched on 01 Jan 2013, investors can ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
01 Jan 2013
Min. Lumpsum Amount
₹ 100
Fund Age
13 Yrs
AUM
₹ 1,678.66 Cr.
Benchmark
Nifty Financial Services Total Return
Expense Ratio
0.86%
Scheme Type
Open Ended
Exit Load
0.5%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 1,678.66 Cr
Equity
96.83%
Debt
1.03%
Money Market & Cash
2.15%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 50.65% |
| Finance - Banks - Public Sector | 12.01% |
| Finance & Investments | 7.40% |
| Non-Banking Financial Company (NBFC) | 7.11% |
| Finance - Housing | 6.97% |
| Holding Company | 5.59% |
| Financial Technologies (Fintech) | 3.94% |
| Finance - Term Lending Institutions | 2.15% |
| Treps/Reverse Repo | 1.72% |
| Treasury Bill | 1.03% |
| Finance - Life Insurance | 0.97% |
| Cash | 0.43% |
| Finance - Mutual Funds | 0.04% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| ICICI Bank Ltd | 12.11% | ₹ 203.26 | Finance - Banks - Private Sector |
| Axis Bank Ltd | 9.41% | ₹ 157.99 | Finance - Banks - Private Sector |
| HDFC Bank Ltd | 8.53% | ₹ 143.22 | Finance - Banks - Private Sector |
| State Bank of India | 8.13% | ₹ 136.42 | Finance - Banks - Public Sector |
| Bajaj Finserv Ltd | 5.59% | ₹ 93.82 | Holding Company |
| Kotak Mahindra Bank Ltd | 5.53% | ₹ 92.89 | Finance - Banks - Private Sector |
| Shriram Finance Ltd | 4.19% | ₹ 70.40 | Non-Banking Financial Company (NBFC) |
| DCB Bank Ltd | 4.19% | ₹ 70.31 | Finance - Banks - Private Sector |
| PNB Housing Finance Ltd | 3.96% | ₹ 66.49 | Finance - Housing |
| Bank of Baroda | 3.88% | ₹ 65.13 | Finance - Banks - Public Sector |
| Cholamandalam Financial Holdings Ltd | 3.81% | ₹ 64.03 | Finance & Investments |
| Bandhan Bank Ltd | 3.14% | ₹ 52.75 | Finance - Banks - Private Sector |
| Aavas Financiers Ltd | 3.01% | ₹ 50.48 | Finance - Housing |
| Ujjivan Small Finance Bank Ltd | 2.66% | ₹ 44.65 | Finance - Banks - Private Sector |
| Equitas Small Finance Bank Limited | 2.57% | ₹ 43.06 | Finance - Banks - Private Sector |
| CSB Bank Ltd | 2.51% | ₹ 42.22 | Finance - Banks - Private Sector |
| Five-Star Business Finance Ltd | 2.30% | ₹ 38.69 | Non-Banking Financial Company (NBFC) |
| One 97 Communications Ltd | 2.05% | ₹ 34.38 | Financial Technologies (Fintech) |
| PB Fintech Ltd | 1.89% | ₹ 31.65 | Financial Technologies (Fintech) |
| TREPS | 1.72% | ₹ 28.81 | Others |
| OnEMI Technology Solutions LTD | 1.21% | ₹ 20.26 | Finance & Investments |
| REC Ltd | 1.08% | ₹ 18.16 | Finance - Term Lending Institutions |
| Power Finance Corporation Ltd | 1.07% | ₹ 18 | Finance - Term Lending Institutions |
| 364 Days - T Bill - 20/05/2027 | 1.03% | ₹ 17.23 | Others |
| Motilal Oswal Financial Services Ltd | 1.02% | ₹ 17.04 | Finance & Investments |
| ICICI Prudential Life Insurance Company Ltd | 0.97% | ₹ 16.28 | Finance - Life Insurance |
| Angel One Ltd | 0.96% | ₹ 16.16 | Finance & Investments |
| Mahindra & Mahindra Financial Services Ltd | 0.62% | ₹ 10.37 | Non-Banking Financial Company (NBFC) |
| Cash and Other Net Current Assets | 0.43% | ₹ 7.24 | Others |
| Prudent Corporate Advisory Services Ltd | 0.40% | ₹ 6.71 | Finance & Investments |
| UTI Asset Management Co Ltd | 0.04% | ₹ 0.61 | Finance - Mutual Funds |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -12.89% | -5.25% | -4.28% | 4.45% |
| Category returns | 3.40% | 6.10% | 6.09% | 45.30% |
Fund Objective
The investment objective of the scheme is to seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and ... Read more
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
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HDFC Defence Fund - Direct Plan
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₹31.60 | 32.71% | 184.15% | 0.00% | ₹10,709 | 0.90% |
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HDFC Defence Fund - Direct Plan
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|
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Very High
|
Top Funds from Sundaram Asset Management Company Ltd.
FAQs
What is the current NAV of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment?
The current Net Asset Value (NAV) of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment is ₹34.14 as of 20 Aug 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment?
The Assets Under Management (AUM) of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment is ₹1,678.66 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment?
Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment has delivered returns of -5.25% (1 Year), 4.45% (3 Year), 7.33% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment?
Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment?
The minimum lumpsum investment required for Sundaram Financial Services Opportunities Fund - Direct Plan IDCW-Reinvestment is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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