Sundaram Financial Services Opportunities Fund Direct Growth

Equity
Sectoral
Very High Risk
+19.62%
3Y annualised
+0.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Sep 2025
₹114.69
Rating
4
Min. SIP amount
₹100
Fund size
₹1,460.09Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (27)

NameSectorInstrumentAssets
FinancialEquity19.89%
FinancialEquity12.83%
FinancialEquity9.52%
FinancialEquity5.52%
FinancialEquity4.48%
FinancialEquity4.32%
FinancialEquity4.08%
FinancialEquity3.56%
FinancialEquity3.53%
FinancialEquity3.52%
FinancialEquity3.42%
FinancialEquity2.71%
InsuranceEquity2.61%
FinancialEquity2.49%
FinancialEquity1.95%
FinancialEquity1.63%
FinancialEquity1.50%
FinancialEquity1.34%
FinancialEquity1.33%
FinancialEquity1.25%
NA
NAMutual Fund1.03%
Reserve Bank of India
FinancialT-Bills1.03%
FinancialEquity0.92%
FinancialEquity0.80%
FinancialEquity0.76%
FinancialEquity0.70%
FinancialEquity0.39%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Sectoral
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.0%19.6%25.4%14.0%
Category average3.4%15.7%23.6%NA
Rank with in category3142NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.78%

Inclusive of GST

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Rohit Seksaria
Jan 2022 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Ashish Aggarwal
Jan 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Sectoral

Pros

Higher alpha: 6.44 The fund has generated returns higher than benchmark - NIFTY Financial Services Total Return Index - in the last 3Y
Lower expense ratio: 0.78%
3Y, 5Y and 10Y annualised returns higher than category average

Cons

1Y annualised returns lower than category average by 4.45%

Compare funds

Sundaram Financial Services Opportunities Fund Direct Growth
VS
Add mutual fund to compare