28 Mar, EOD - Indian

SENSEX 77414.92 (-0.25)

Nifty 50 23519.35 (-0.31)

Nifty Bank 51564.85 (-0.02)

Nifty IT 36886.15 (-1.76)

Nifty Midcap 100 51672.25 (-0.32)

Nifty Next 50 63043.2 (-0.63)

Nifty Pharma 21137.45 (-0.65)

Nifty Smallcap 100 16095.7 (-0.15)

28 Mar, EOD - Global

NIKKEI 225 37120.33 (-1.80)

HANG SENG 23426.6 (-0.65)

S&P 5600.75 (-0.61)

Login/Signup
Careers

Fund Overview

Sundaram Fin Serv Opportunities (G)

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

Nav (₹)

95.23

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
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Sundaram Fin Serv Opportunities (G) 0.39 -7.64 8.24 18.97 24.21 12.91 14.35
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty Financial Services TRI)

1Lakh investment Grown to 1.08 Lakh

10,000 investment Grown to 1.19 Lakh

1Lakh investment Grown to 1.21 Lakh

img
Key Parameters
AUM(₹ Cr.) 1,325
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Exit 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment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 28 02 25 )
Company Asset No.of shares Value (₹ in Cr)
HDFC Bank Equity 1390056 240.81
ICICI Bank Equity 1339673 161.31
Axis Bank Equity 1259449 127.90
St Bk of India Equity 949469 65.40
Shriram Finance Equity 1036445 63.98
IndusInd Bank Equity 601270 59.53
Bajaj Finance Equity 68102 58.09
Ujjivan Small Equity 15383384 49.43
CSB Bank Equity 1697765 48.00
PNB Housing Equity 616144 47.03
Bank of Baroda Equity 2208626 43.53
Chola Financial Equity 254025 41.71
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 1,325.29 8.24 18.97 24.21 14.35 10-Jun-2008 0.6858 4.14
DSP Banking & Financial Services Fund 1,012.79 23.19 NA NA 16.71 08-Dec-2023 0.3527 3.54
SBI Banking & Financial Services Fund 6,474.88 17.44 18.50 23.62 14.34 26-Feb-2015 0.6758 3.77
WhiteOak Capital Banking & Financial Services Fund 314.66 16.87 NA NA 12.81 06-Feb-2024 0.0989 3.59
Tata Banking & Financial Services Fund 2,284.89 16.68 18.18 21.64 15.95 28-Dec-2015 0.6167 4.09
Baroda BNP Paribas Banking&Financial Services Fund 210.53 16.07 17.41 20.69 12.42 22-Jun-2012 0.521 4.07
UTI-Banking and Financial Services Fund 1,106.91 14.73 16.96 23.29 14.63 07-Apr-2004 0.504 4.11
Mirae Asset Banking&Financial Services Fund 1,681.43 14.28 16.60 NA 15.71 11-Dec-2020 0.4776 4.17
ICICI Pru Banking & Financial Services Fund 8,843.33 14.21 15.73 24.09 16.29 22-Aug-2008 0.547 3.63
Kotak Banking & Financial Services Fund 1,007.47 14.03 NA NA 18.79 27-Feb-2023 0.6663 3.51
1 2