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Sundaram Financial Services Opportunities Fund

Sundaram Financial Services Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.15

as on 31 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,367 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

  • ₹ 63.895

    as on 31 Jan 2023
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 465 Cr.

    as on 31 Dec 2021
  • 2.63%

  • 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 ₹ 63.895 as on 31 Jan 2023.

This fund has 14 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.63%. 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 7.75% 26.56% 19.02% 19.38% 39.81% 39.16% 21.52% 20.56% 25.44% 26.37% 39.71% 30.09% 20.52%
Category Average -1.61% -1.38% 4.47% 2.69% 17.54% 16.80% 9.46% 13.21% 6.08% 7.73% 17.58% 15.02% 13.34%
Sundaram Financial Services Opportunities Fund -4.61%₹ 9,538 -0.66%₹ 9,934 7.47%₹ 10,747 6.93%₹ 10,692 12.75%₹ 12,817 15.03%₹ 13,241 9.47%₹ 26,413 10.15%₹ 13,367 16.99%₹ 46,292 8.91%₹ 15,325 13.50%₹ 84,210 11.60%₹ 29,982 12.97%₹ 2,36,057
ICICI Prudential Commodities Fund -2.30%₹ 9,769 6.26%₹ 10,625 14.26%₹ 11,426 12.23%₹ 11,223 17.41%₹ 13,109 39.16%₹ 19,400 18.07%₹ 28,675 39.16%₹ 26,971 38.72%₹ 62,100 - - - -
Quant Infrastructure Fund -4.86%₹ 9,513 -3.02%₹ 9,698 6.67%₹ 10,666 6.25%₹ 10,625 7.91%₹ 12,510 39.81%₹ 19,581 19.49%₹ 29,056 36.96%₹ 25,715 39.71%₹ 62,896 18.42%₹ 23,303 30.09%₹ 1,25,847 16.66%₹ 46,715 20.52%₹ 3,54,544
Quant Consumption Fund -4.64%₹ 9,536 -2.81%₹ 9,719 8.30%₹ 10,829 5.57%₹ 10,557 8.32%₹ 12,536 30.55%₹ 17,068 14.09%₹ 27,620 34.66%₹ 24,435 30.61%₹ 55,842 16.98%₹ 21,913 25.67%₹ 1,13,286 18.43%₹ 54,324 20.48%₹ 3,53,803
ICICI Prudential Technology Fund 2.26%₹ 10,225 1.06%₹ 10,105 1.88%₹ 10,188 -13.72%₹ 8,627 -4.09%₹ 11,731 17.11%₹ 13,726 1.26%₹ 24,317 30.83%₹ 22,407 22.00%₹ 49,670 21.52%₹ 26,513 23.20%₹ 1,06,742 20.56%₹ 64,940 20.06%₹ 3,45,806
SBI Technology Opportunities Fund 3.66%₹ 10,365 3.78%₹ 10,377 6.46%₹ 10,646 -3.02%₹ 9,698 7.19%₹ 12,464 19.76%₹ 14,356 7.96%₹ 26,022 27.60%₹ 20,790 22.32%₹ 49,888 20.62%₹ 25,545 22.45%₹ 1,04,819 18.94%₹ 56,698 18.84%₹ 3,23,728

Portfolio Holdings

Portfolio holdings pattern of Sundaram Financial Services Opportunities Fund as on 02 Feb 2023 are listed below:

  • Equity Holdings:

    95.84%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.15%

Top Sector Holdings of Sundaram Financial Services Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 65.69% ₹ 311.90 Cr.
NBFC 13.65% ₹ 64.85 Cr.
Housing Finance 12.50% ₹ 59.36 Cr.
Insurance 3.10% ₹ 14.72 Cr.
Stockbroking and Allied 0.54% ₹ 2.57 Cr.
Others 4.52% -

Top Stock Holdings of Sundaram Financial Services Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 19.32% ₹ 91.71 Cr.
ICICI Bank Ltd. 17.55% ₹ 83.34 Cr.
Axis Bank Ltd. 9.32% ₹ 44.25 Cr.
Housing Development Finance Corporation Ltd. 8.80% ₹ 41.78 Cr.
State Bank Of India 7.58% ₹ 36.01 Cr.
Others 37.43% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.24%
Reverse Repo 1.21%
Net Receivables 0.70%