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Fund Overview

Sundaram Fin Serv Opportunities (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

103.52

Inception Date

10-06-2008

Category

Equity - Banking
Investment Objectives

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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Fin Serv Opportunities (G) 14.33 10.54 13.73 25.36 26.99 13.78 14.79
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty Financial Services TRI)

1Lakh investment Grown to 1.14 Lakh

10,000 investment Grown to 1.28 Lakh

1Lakh investment Grown to 1.25 Lakh

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Key Parameters
AUM(₹ Cr.) 1,524
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Expense Ratio (%) 2.78
Benchmark Nifty Financial Services TRI
Fund Manager Rohit Seksaria
Exit 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 04 25 )
Company Asset No.of shares Value (₹ in Cr)
HDFC Bank Equity 1525703 293.70
ICICI Bank Equity 1339673 191.17
Axis Bank Equity 1259449 149.24
St Bk of India Equity 1003469 79.14
Shriram Finance Equity 1085825 66.42
PNB Housing Equity 654542 66.12
Ujjivan Small Equity 15383384 65.58
Bajaj Finserv Equity 317616 61.99
CSB Bank Equity 1644042 58.08
Bank of Baroda Equity 2208626 55.20
IndusInd Bank Equity 648433 54.36
DCB Bank Equity 3891197 52.59
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Sundaram Fin Serv Opportunities 1,524.15 13.73 25.36 26.99 14.79 10-Jun-2008 0.9751 4.28
DSP Banking & Financial Services Fund 1,209.60 26.44 NA NA 20.28 08-Dec-2023 0.8575 3.73
WhiteOak Capital Banking & Financial Services Fund 393.55 20.91 NA NA 16.49 06-Feb-2024 0.8148 4.01
ICICI Pru Banking & Financial Services Fund 9,374.76 20.23 20.76 25.86 16.65 22-Aug-2008 0.8034 3.80
Tata Banking & Financial Services Fund 2,751.84 19.91 23.39 23.79 16.57 28-Dec-2015 0.9161 4.26
SBI Banking & Financial Services Fund 7,649.78 19.02 22.73 25.38 14.74 26-Feb-2015 0.9059 3.95
Baroda BNP Paribas Banking&Financial Services Fund 256.78 18.76 22.28 23.38 12.79 22-Jun-2012 0.8152 4.26
UTI-Banking and Financial Services Fund 1,263.64 18.71 21.94 25.56 14.86 07-Apr-2004 0.7928 4.30
Mirae Asset Banking&Financial Services Fund 1,946.52 18.07 22.45 NA 17.03 11-Dec-2020 0.8069 4.37
Nippon India Banking&Financial Services 6,966.89 18.05 23.89 30.62 20.60 28-May-2003 0.9115 4.11
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