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Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.67

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,146 today.

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NAV Performance

Sundaram Financial Services Opportunities Fund performance graph for last 3 years
Performance of Sundaram Financial Services Opportunities Fund for last 3 Years

Fund Information

  • ₹ 61.273

    as on 24 Sep 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 373 Cr.

    as on 24 Sep 2021
  • 2.68%

    since 31 May 2021
  • 10 Jun 2008

  • Equity - Sectoral/Thematic

  • Nifty Financial Services TRI

  • sundaram mutual fund

    Show All Funds
  • Sundaram Financial Services Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Sundaram Financial Services Opportunities Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 10 Jun 2008. This fund is offered by one of the top AMC (Assets Management Company) sundaram mutual fund. You can also view here all other Equity funds offered by sundaram mutual fund.

Latest NAV of the fund is ₹ 61.273 as on 24 Sep 2021.

This fund has 13 years of track record. Since 31 May 2021 expense ratio of this fund is 2.68%. Ideally you shoulds compare this fund with the benchmark Nifty Financial Services TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund Objective

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.

List of Fund Managers of Sundaram Financial Services Opportunities Fund

  • About Ratish Varier

    Picture of Ratish Varier
  • About Rahul Baijal

    Picture of Rahul BaijalMr. Baijal is B.E. Electronics & Communication and MBA. Prior to joining Sundaram Mutual Fund he was associated with TVF Capital (erstwhile Voyager Capital) (Jun 2005-Apr 2012) and Bharti -AXA Life Insurance (Jun 2012-Jun 2016).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 11.43% 29.21% 52.21% 135.65% 67.41% 38.73% 33.57% 27.04% 120.34% 101.84% 67.44% 45.03% 28.64%
Category Average 6.47% 11.08% 25.11% 71.03% 28.34% 18.84% 14.41% 14.66% 59.24% 46.37% 32.19% 20.17% 16.04%
Sundaram Financial Services Opportunities Fund 5.25%₹ 10,525 10.07%₹ 11,006 16.75%₹ 11,674 79.77%₹ 17,976 47.76%₹ 14,916 17.01%₹ 13,696 37.44%₹ 34,001 19.67%₹ 17,146 26.43%₹ 52,767 13.47%₹ 18,824 17.67%₹ 93,290 13.83%₹ 36,586 15.31%₹ 2,67,545
ICICI Prudential Technology Fund 10.14%₹ 11,013 28.92%₹ 12,891 52.21%₹ 15,220 111.55%₹ 21,155 120.34%₹ 18,876 67.41%₹ 28,064 101.84%₹ 54,117 38.73%₹ 26,724 67.44%₹ 87,946 33.57%₹ 42,584 45.03%₹ 1,77,661 27.04%₹ 1,09,786 28.64%₹ 5,49,957
Aditya Birla Sun Life Digital India Fund 9.45%₹ 10,945 24.69%₹ 12,469 45.34%₹ 14,534 103.66%₹ 20,365 106.17%₹ 18,135 61.18%₹ 26,013 88.87%₹ 49,774 37.29%₹ 25,897 61.72%₹ 82,312 32.19%₹ 40,420 42.38%₹ 1,67,295 24.05%₹ 86,469 27.27%₹ 5,10,795
Tata Digital India Fund 11.43%₹ 11,142 29.21%₹ 12,921 50.25%₹ 15,024 110.39%₹ 21,038 117.54%₹ 18,731 61.29%₹ 26,048 92.03%₹ 50,818 35.57%₹ 24,937 61.84%₹ 82,432 32.63%₹ 41,107 43.19%₹ 1,70,395 - -
SBI Technology Opportunities Fund 7.00%₹ 10,700 24.87%₹ 12,487 45.70%₹ 14,570 96.39%₹ 19,638 100.59%₹ 17,839 54.15%₹ 23,788 78.89%₹ 46,532 33.98%₹ 24,069 55.02%₹ 76,029 28.04%₹ 34,459 38.36%₹ 1,52,576 - -
Quant Infrastructure Fund 11.11%₹ 11,111 12.88%₹ 11,288 43.48%₹ 14,347 123.27%₹ 22,326 109.10%₹ 18,292 50.36%₹ 22,632 85.39%₹ 48,637 33.22%₹ 23,660 55.44%₹ 76,415 21.48%₹ 26,483 32.71%₹ 1,33,772 12.64%₹ 32,928 20.19%₹ 3,48,103

Portfolio Holdings

Portfolio holdings pattern of Sundaram Financial Services Opportunities Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    95.45%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.54%

Top Sector Holdings of Sundaram Financial Services Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 67.47% ₹ 251.77 Cr.
Housing finance 13.83% ₹ 51.64 Cr.
Nbfc 10.53% ₹ 39.31 Cr.
Insurance 2.55% ₹ 9.51 Cr.
Stockbroking and allied 0.70% ₹ 2.61 Cr.
Others 4.92% -

Top Stock Holdings of Sundaram Financial Services Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 20.32% ₹ 75.84 Cr.
ICICI Bank Ltd. 14.99% ₹ 55.93 Cr.
Housing Development Finance Corporation Ltd. 10.71% ₹ 39.98 Cr.
Axis Bank Ltd. 9.36% ₹ 34.92 Cr.
State Bank Of India 8.79% ₹ 32.79 Cr.
Others 35.83% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 3.34%
TREPS 2.38%
Net Receivables -1.18%