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Home Mutual FundsEquitySectoral FundSundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund

The fund details shown here are of the Growth Plan option and belongs to the Equity, Sectoral Fund category.

The NAV for Sundaram Financial Services Opportunities Fund Fund is 103.515 as of 16 May 2025. NAV or Net Asset Value, is a crucial metric in the context of mutual funds. It represents the per - unit market value of a mutual fund scheme. NAV is calculated by the fund house on every business day and is a key factor in determining the value of an investor's holdings in the mutual fund.

This fund has given 25.74% annualized return for the last 3 years.

At present Sundaram Financial Services Opportunities Fund has not been rated by us.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Fund Information

  • As of 28 Feb 2025, fund size of Sundaram Financial Services Opportunities Fund is 1,142.04 Cr.

  • Sundaram Financial Services Opportunities Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 2.19%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • Sundaram Financial Services Opportunities Fund is an Equity oriented mutual fund in the - Sectoral Fund category.

  • Nifty Financial Services TRI is the benchmark for Sundaram Financial Services Opportunities Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

  • The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on 10 Jun 2008 as at present it is 17 years old fund.

  • Name of the AMC is Sundaram Mutual Funds. Click here to know more about Sundaram Mutual Funds.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Sundaram Financial Services Opportunities Fund managed by following fund manager(s);

Riskometer

Investors understand that their principal
will be at Very High risk

How does the Return Comparison of the Sundaram Financial Services Opportunities Fund fare against peer funds in the Sectoral fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Sundaram Financial Services Opportunities Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Sectoral fund category these peer funds belongs to.

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 15.14% 32.73% 15.97% 27.22% 39.80% 36.03% 41.84% 18.14%
Category Average 4.68% 7.44% 2.60% 8.83% 19.31% 19.82% 25.86% 13.25%
Sundaram Financial Services Opportunities Fund 5.61% 14.09% 10.31% 14.32% 22.20% 25.74% 26.95% 13.76%
Franklin India Opportunities Fund 7.25% 10.95% 2.62% 11.77% 38.15% 36.03% 34.12% 15.94%
Invesco India PSU Equity Fund 7.62% 19.21% 2.99% 3.14% 38.75% 35.67% 31.12% 16.65%
SBI PSU Fund 4.87% 14.57% 1.96% 0.16% 39.80% 35.65% 32.78% 12.88%
HDFC Infrastructure Fund 6.27% 14.55% 2.25% 6.37% 37.22% 35.26% 37.54% 11.24%
Nippon India Power & Infra Fund 6.63% 14.98% 0.20% 2.83% 34.07% 33.91% 36.46% 16.74%

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Sundaram Financial Services Opportunities Fund are shown below;

Equity 95.06%

Debt 1.09%

Others 4.56%

Top Equity Holdings

Name of the EquityHolding Percentage
HDFC Bank Ltd 18.17%
ICICI BANK LTD. 12.17%
AXIS BANK LTD. 9.65%
STATE BANK OF INDIA 4.93%
INDUSIND BANK LTD. 4.49%
Others 50.59%
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Allocation by Sector

Name of the SectorHolding Percentage
Financial Services 94.16%
Financial 89.82%
N/A 5.84%
Insurance 3.43%
Services 1.86%
Others -95.11%
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Portfolio Holdings shown is as of 28 Feb 2025