Sundaram Financial Services Opportunities Fund Direct Growth

Equity
Sectoral
Very High Risk
18.00%
3Y annualised
-0.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Sep 2025
₹110.38
Rating
4
Min. SIP amount
₹100
Fund size
₹1,547.92Cr

Return calculator

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

Holdings (25)

NameSectorInstrumentAssets
FinancialEquity19.89%
FinancialEquity12.82%
FinancialEquity8.93%
FinancialEquity5.16%
FinancialEquity4.46%
FinancialEquity4.43%
FinancialEquity4.35%
FinancialEquity4.30%
FinancialEquity3.48%
FinancialEquity3.39%
FinancialEquity3.35%
FinancialEquity2.89%
FinancialEquity2.77%
FinancialEquity2.60%
InsuranceEquity2.53%
FinancialEquity1.66%
FinancialEquity1.52%
FinancialEquity1.29%
FinancialEquity1.27%
FinancialEquity1.13%
FinancialEquity1.02%
Reserve Bank of India
FinancialT-Bills0.96%
FinancialEquity0.74%
FinancialEquity0.67%
FinancialEquity0.38%
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-1.1%18.0%22.1%13.8%
Category average4.6%14.5%20.2%NA
Rank with in category3143NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.79%

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: 7.63 The fund has generated returns higher than benchmark - NIFTY Financial Services Total Return Index - in the last 3Y
Lower expense ratio: 0.79%
3Y, 5Y and 10Y annualised returns higher than category average

Cons

1Y annualised returns lower than category average by 5.02%

Compare funds

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