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Sundaram Financial Services Opportunities Fund
Regular
Direct
3 Year Absolute Returns
19.66% ↑
NAV (₹) on 30 Mar 2026
27.01
1 Day NAV Change
-3.48%
Risk Level
Very High Risk
Rating
Sundaram Financial Services Opportunities Fund is a Equity mutual fund categorized under Sector, offered by Sundaram Asset Management Company Ltd.. Launched on 17 Apr 2008, investors can start with a ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
17 Apr 2008
Min. Lumpsum Amount
₹ 100
Fund Age
17 Yrs
AUM
₹ 1,684.47 Cr.
Benchmark
Nifty Financial Services Total Return
Expense Ratio
2.08%
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
₹ 1,684.47 Cr
Equity
189.92%
Debt
0.95%
Money Market & Cash
9.13%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 55.03% |
| Finance - Banks - Public Sector | 11.38% |
| Finance - Housing | 5.73% |
| Finance & Investments | 5.14% |
| Non-Banking Financial Company (NBFC) | 4.91% |
| Holding Company | 4.70% |
| Finance - Term Lending Institutions | 4.00% |
| Treps/Reverse Repo | 3.58% |
| Financial Technologies (Fintech) | 2.73% |
| Finance - Life Insurance | 1.23% |
| Mutual Fund Units | 0.92% |
| Finance - Mutual Funds | 0.46% |
| Cash | 0.19% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Ltd | 16.41% | ₹ 276.47 | Finance - Banks - Private Sector |
| ICICI Bank Ltd | 11.59% | ₹ 195.26 | Finance - Banks - Private Sector |
| Axis Bank Ltd | 10.00% | ₹ 168.50 | Finance - Banks - Private Sector |
| State Bank of India | 7.16% | ₹ 120.59 | Finance - Banks - Public Sector |
| Bajaj Finserv Ltd | 4.70% | ₹ 79.25 | Holding Company |
| DCB Bank Ltd | 4.44% | ₹ 74.85 | Finance - Banks - Private Sector |
| Shriram Finance Ltd | 4.31% | ₹ 72.60 | Non-Banking Financial Company (NBFC) |
| Bank of Baroda | 4.22% | ₹ 71.11 | Finance - Banks - Public Sector |
| TREPS | 3.58% | ₹ 60.25 | Others |
| PNB Housing Finance Ltd | 3.26% | ₹ 54.87 | Finance - Housing |
| CSB Bank Ltd | 2.97% | ₹ 50.02 | Finance - Banks - Private Sector |
| Ujjivan Small Finance Bank Ltd | 2.68% | ₹ 45.16 | Finance - Banks - Private Sector |
| Cholamandalam Financial Holdings Ltd | 2.62% | ₹ 44.13 | Finance & Investments |
| Aavas Financiers Ltd | 2.47% | ₹ 41.56 | Finance - Housing |
| Equitas Small Finance Bank Limited | 2.37% | ₹ 39.94 | Finance - Banks - Private Sector |
| REC Ltd | 2.35% | ₹ 39.58 | Finance - Term Lending Institutions |
| Bandhan Bank Ltd | 2.01% | ₹ 33.87 | Finance - Banks - Private Sector |
| Kotak Mahindra Bank Ltd | 1.79% | ₹ 30.22 | Finance - Banks - Private Sector |
| Power Finance Corporation Ltd | 1.65% | ₹ 27.80 | Finance - Term Lending Institutions |
| One 97 Communications Ltd | 1.48% | ₹ 24.92 | Financial Technologies (Fintech) |
| PB Fintech Ltd | 1.25% | ₹ 21.01 | Financial Technologies (Fintech) |
| ICICI Prudential Life Insurance Company Ltd | 1.23% | ₹ 20.67 | Finance - Life Insurance |
| Sundaram Money Market Fund-Direct Plan - Growth | 0.92% | ₹ 15.44 | Others |
| Motilal Oswal Financial Services Ltd | 0.86% | ₹ 14.50 | Finance & Investments |
| IndusInd Bank Ltd | 0.77% | ₹ 12.93 | Finance - Banks - Private Sector |
| Angel One Ltd | 0.75% | ₹ 12.65 | Finance & Investments |
| HDB Financial Services Ltd | 0.63% | ₹ 10.58 | Finance & Investments |
| Mahindra & Mahindra Financial Services Ltd | 0.60% | ₹ 10.06 | Non-Banking Financial Company (NBFC) |
| UTI Asset Management Co Ltd | 0.46% | ₹ 7.72 | Finance - Mutual Funds |
| Prudent Corporate Advisory Services Ltd | 0.28% | ₹ 4.79 | Finance & Investments |
| Cash & Other Net Current Assets | 0.19% | ₹ 3.20 | Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -18.60% | -8.51% | -4.18% | 6.17% |
| Category returns | -10.94% | -1.50% | 5.45% | 45.49% |
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
Mr. Dwijendra Srivastava
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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1Y
3Y
5Y
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AUM (Cr)
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Expense Ratio
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Risk Meter
|
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|---|---|---|---|---|---|---|---|
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₹13.97 | -4.77% | 33.05% | 0.00% | ₹882 | 2.25% |
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₹13.97 | -4.77% | 33.05% | 0.00% | ₹882 | 2.25% |
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₹13.97 | -4.77% | 33.05% | 0.00% | ₹882 | 2.25% |
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Invesco India ESG Integration Strategy Fund - Direct Plan
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₹15.55 | -10.63% | 32.68% | 55.50% | ₹400 | 1.15% |
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Taurus Banking And Financial Services Fund
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₹47.79 | -4.61% | 32.60% | 51.71% | ₹12 | 2.49% |
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Taurus Banking And Financial Services Fund
Sector
Regular
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₹42.78 | -4.62% | 32.57% | 51.70% | ₹12 | 2.49% |
Very High
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Taurus Banking And Financial Services Fund
Sector
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|
₹42.78 | -4.62% | 32.57% | 51.70% | ₹12 | 2.49% |
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Aditya Birla Sun Life MNC Fund - Div
Diversified
Regular
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₹197.48 | -5.27% | 32.54% | 18.00% | ₹3,437 | 2.02% |
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Aditya Birla Sun Life MNC Fund - Div
Diversified
Regular
|
₹197.48 | -5.27% | 32.54% | 18.00% | ₹3,437 | 2.02% |
Very High
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Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram Equity Savings Fund (Growth Accum)
Hybrid
Regular
|
₹67.66 | 0.27% | 32.98% | 53.74% | ₹1,182 | 2.51% |
Moderate
|
|
Sundaram Large Cap Fund
Diversified
Regular
|
₹18.97 | -5.46% | 31.80% | 53.54% | ₹3,245 | 1.92% |
Very High
|
|
Sundaram Small Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹33.19 | -4.61% | 31.38% | 47.53% | ₹3,306 | 0.83% |
Very High
|
|
Sundaram Small Cap Fund - Direct Plan
MidsmallCap
Direct
|
₹33.19 | -4.61% | 31.38% | 47.53% | ₹3,306 | 0.83% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.30 | -8.52% | 29.03% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Flexicap Fund - Direct Plan
Diversified
Direct
|
₹12.30 | -8.52% | 29.03% | 0.00% | ₹2,059 | 0.70% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹32.62 | -2.53% | 27.45% | 41.10% | ₹1,695 | 2.06% |
Moderately High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹28.95 | -5.68% | 27.07% | 37.93% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹28.95 | -5.68% | 27.07% | 37.93% | ₹3,306 | 1.94% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index
Direct
|
₹73.56 | -7.83% | 26.76% | 34.88% | ₹135 | 0.52% |
Very High
|
FAQs
What is the current NAV of Sundaram Financial Services Opportunities Fund Regular IDCW-Reinvestment?
The current Net Asset Value (NAV) of Sundaram Financial Services Opportunities Fund Regular IDCW-Reinvestment is ₹27.01 as of 30 Mar 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 Regular IDCW-Reinvestment?
The Assets Under Management (AUM) of Sundaram Financial Services Opportunities Fund Regular IDCW-Reinvestment is ₹1,684.47 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 Regular IDCW-Reinvestment?
Sundaram Financial Services Opportunities Fund Regular IDCW-Reinvestment has delivered returns of -8.51% (1 Year), 6.17% (3 Year), 3.93% (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 Regular IDCW-Reinvestment?
Sundaram Financial Services Opportunities Fund Regular 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 Regular IDCW-Reinvestment?
The minimum lumpsum investment required for Sundaram Financial Services Opportunities Fund Regular 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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