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Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.49

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,246 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

  • ₹ 56.409

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 288 Cr.

    as on 10 Jun 2021
  • 2.58%

    since 31 Dec 2020
  • 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 ₹ 56.409 as on 10 Jun 2021.

This fund has 13 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.58%. 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 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).
  • About Dwijendra Srivastava

    Picture of Dwijendra SrivastavaMr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
  • About Ratish Varier

    Picture of Ratish Varier

Riskometer : Risk associated with this fund

Investors understand that their principal will be at 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 12.43% 33.76% 63.48% 149.38% 47.96% 31.04% 24.24% 20.90% 162.03% 73.86% 47.55% 34.49% 24.14%
Category Average 6.15% 9.47% 25.31% 64.61% 20.72% 13.19% 14.31% 12.47% 63.93% 38.98% 25.71% 16.92% 14.62%
Sundaram Financial Services Opportunities Fund 6.12%₹ 10,611 1.03%₹ 10,102 18.16%₹ 11,815 65.24%₹ 16,523 57.35%₹ 15,453 13.27%₹ 12,833 29.50%₹ 31,754 12.49%₹ 14,246 21.54%₹ 49,318 14.68%₹ 19,843 15.31%₹ 88,019 11.40%₹ 29,460 14.19%₹ 2,51,938
ICICI Prudential Technology Fund 9.68%₹ 10,968 14.68%₹ 11,467 34.31%₹ 13,430 125.30%₹ 22,529 97.09%₹ 17,633 43.95%₹ 20,741 70.93%₹ 43,951 31.04%₹ 22,550 47.55%₹ 69,345 24.24%₹ 29,621 34.49%₹ 1,39,387 20.90%₹ 66,817 24.14%₹ 4,31,058
Aditya Birla Sun Life Digital India Fund 9.15%₹ 10,915 14.25%₹ 11,424 36.00%₹ 13,599 108.02%₹ 20,802 91.03%₹ 17,309 43.39%₹ 20,579 65.95%₹ 42,406 29.89%₹ 21,963 45.76%₹ 67,824 24.13%₹ 29,484 33.89%₹ 1,37,454 18.95%₹ 56,785 23.44%₹ 4,14,967
Nippon India Pharma Fund 2.11%₹ 10,211 20.18%₹ 12,018 21.18%₹ 12,117 54.00%₹ 15,399 53.90%₹ 15,257 44.72%₹ 20,964 54.45%₹ 38,919 29.20%₹ 21,612 39.58%₹ 62,729 17.97%₹ 22,860 26.49%₹ 1,15,397 17.88%₹ 51,870 19.54%₹ 3,36,088
Tata Digital India Fund 8.40%₹ 10,839 13.62%₹ 11,361 35.71%₹ 13,570 104.84%₹ 20,483 86.63%₹ 17,072 36.95%₹ 18,772 61.40%₹ 41,010 27.72%₹ 20,878 42.06%₹ 64,736 22.96%₹ 28,125 32.70%₹ 1,33,692 - -
SBI Healthcare Opportunities Fund 1.98%₹ 10,197 18.20%₹ 11,820 18.96%₹ 11,896 55.48%₹ 15,548 50.90%₹ 15,086 43.97%₹ 20,747 52.55%₹ 38,354 26.89%₹ 20,470 37.82%₹ 61,319 11.17%₹ 16,986 21.89%₹ 1,03,323 17.47%₹ 50,120 17.01%₹ 2,93,154

Portfolio Holdings

Portfolio holdings pattern of Sundaram Financial Services Opportunities Fund as on 13 Jun 2021 are listed below:

  • Equity Holdings:

    95.73%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.29%

Top Sector Holdings of Sundaram Financial Services Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 60.42% ₹ 198.37 Cr.
Housing finance 16.50% ₹ 54.16 Cr.
Nbfc 15.71% ₹ 51.59 Cr.
Insurance 2.15% ₹ 7.04 Cr.
Stockbroking and allied 0.66% ₹ 2.14 Cr.
Others 4.56% -

Top Stock Holdings of Sundaram Financial Services Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 20.81% ₹ 68.33 Cr.
ICICI Bank Ltd. 13.96% ₹ 45.85 Cr.
Housing Development Finance Corporation Ltd. 12.29% ₹ 40.35 Cr.
Axis Bank Ltd. 9.66% ₹ 31.70 Cr.
State Bank Of India 5.40% ₹ 17.73 Cr.
Others 37.88% -

Other Holdings

Holding TypeHolding Percentage
MF Units 3.05%
TREPS 0.81%
Reverse Repo 0.24%
Net Receivables 0.19%