1M
6M
1Y
3Y
5Y
All
| NAV: 27 Mar 2025 | ₹107.44 |
| Min. SIP amount | ₹100 |
| Rating | 5 |
| Fund size | ₹1,325.29Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹15,912
Would have become ₹16,022 (+0.42%)
Holdings (24)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 18.17% |
ICICI Bank Ltd. | Financial | Equity | 12.17% |
Axis Bank Ltd. | Financial | Equity | 9.65% |
State Bank of India | Financial | Equity | 4.93% |
Shriram Finance Ltd | Financial | Equity | 4.83% |
Indusind Bank Ltd. | Financial | Equity | 4.49% |
Bajaj Finance Ltd. | Financial | Equity | 4.38% |
Ujjivan Small Finance Bank Ltd. | Financial | Equity | 3.73% |
CSB Bank Ltd. | Financial | Equity | 3.62% |
PNB Housing Finance Ltd. | Financial | Equity | 3.55% |
Bank Of Baroda | Financial | Equity | 3.28% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 3.15% |
Equitas Small Finance Bank Ltd. | Financial | Equity | 3.11% |
DCB Bank Ltd. | Financial | Equity | 3.06% |
REC Ltd. | Financial | Equity | 2.78% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 2.65% |
Power Finance Corporation Ltd. | Financial | Equity | 2.62% |
Aavas Financiers Ltd. | Financial | Equity | 1.54% |
CreditAccess Grameen Ltd. | Financial | Equity | 1.22% |
Reserve Bank of India | Financial | T-Bills | 1.09% |
Angel One Ltd. | Financial | Futures | 0.90% |
Bank of India | Financial | Equity | 0.89% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.34% |
Angel One Ltd. | Financial | Equity | 0.00% |
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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 9.9% | 20.5% | 25.9% | 13.9% |
| Category average | 9.6% | 16.0% | 23.3% | NA |
| Rank with in category | 18 | 1 | 2 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 0.87%
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund management
Rohit SeksariaJan 2022 - PresentView details
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 AggarwalJan 2022 - PresentView details
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes
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
NAWebsite
www.sundarammutual.com
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,
Website
www.karvymfs.comCompare funds
Sundaram Financial Services Opportunities Fund Direct Growth
VS
Add mutual fund to compare
Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
Contact Us
MOST POPULAR ON GROWWVERSION - 5.9.1
STOCK MARKET INDICES: S&P BSE SENSEX | S&P BSE 100 | NIFTY 100 | NIFTY 50 | NIFTY MIDCAP 100 | NIFTY BANK | NIFTY NEXT 50
POPULAR MUTUAL FUNDS: QUANT SMALL CAP FUND | ICICI PRUDENTIAL COMMODITIES FUND | NIPPON INDIA SMALL CAP FUND | PARAG PARIKH FLEXI CAP FUND | GROWW NIFTY TOTAL MARKET INDEX FUND | SBI SMALL MIDCAP FUND | TATA DIGITAL INDIA FUND | AXIS SMALL CAP FUND | ICICI PRUDENTIAL TECHNOLOGY FUND | HDFC INDEX FUND SENSEX PLAN | HDFC SMALL CAP FUND | AXIS EQUITY FUND | CANARA ROBECO SMALL CAP FUND | TATA SMALL CAP FUND | UTI NIFTY FUND
MUTUAL FUNDS COMPANIES: GROWWMF | SBI | AXIS | HDFC | UTI | NIPPON INDIA | ICICI PRUDENTIAL | TATA | KOTAK | DSP | CANARA ROBECO | SUNDARAM | MIRAE ASSET | IDFC | FRANKLIN TEMPLETON | PPFAS | MOTILAL OSWAL | INVESCO | EDELWEISS | ADITYA BIRLA SUN LIFE | LIC | HSBC | NAVI | QUANTUM | UNION | ITI | MAHINDRA MANULIFE | 360 ONE | BOI | TAURUS | JM FINANCIAL | PGIM | SHRIRAM | BARODA BNP PARIBAS | QUANT | WHITEOAK CAPITAL | TRUST | SAMCO | NJ