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Blog
Sundaram Financial Services Opportunities Fund Direct Growth

Sundaram Financial Services Opportunities Fund Direct Growth

Equity
Sectoral
Very High Risk
+20.89%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹126.99
Min. SIP amount
₹100
Fund size
₹1,660.65 Cr
Expense ratio
0.76%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,139
+0.23%
3 years₹1,80,000₹2,30,679
+28.16%
5 years₹3,00,000₹4,87,608
+62.54%
10 years₹6,00,000₹13,88,866
+131.48%

Holdings (29)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity18.59%
ICICI Bank Ltd.FinancialEquity11.45%
Axis Bank Ltd.FinancialEquity9.73%
State Bank of IndiaFinancialEquity5.94%
Bajaj Finserv Ltd.FinancialEquity4.88%
Shriram Finance LtdFinancialEquity4.61%
CSB Bank Ltd.FinancialEquity4.44%
DCB Bank Ltd.FinancialEquity4.40%
Bank Of BarodaFinancialEquity3.94%
PNB Housing Finance Ltd.FinancialEquity3.81%
Ujjivan Small Finance Bank Ltd.FinancialEquity3.40%
Equitas Small Finance Bank Ltd.FinancialEquity2.75%
Cholamandalam Financial Holdings Ltd.FinancialEquity2.46%
REC Ltd.FinancialEquity2.43%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity1.96%
Kotak Mahindra Bank Ltd.FinancialEquity1.93%
Power Finance Corporation Ltd.FinancialEquity1.44%
Bandhan Bank Ltd.FinancialEquity1.38%
Aavas Financiers Ltd.FinancialEquity1.23%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.15%
Motilal Oswal Financial Services Ltd.FinancialEquity1.03%
NANAMutual Fund0.92%
PB Fintech Ltd.ServicesEquity0.79%
Angel One Ltd.FinancialEquity0.77%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.74%
Indusind Bank Ltd.FinancialEquity0.70%
HDB Financial Services Ltd.FinancialEquity0.69%
BSE Ltd.ServicesEquity0.50%
Prudent Corporate Advisory Services Ltd.FinancialEquity0.31%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+20.9%+18.5%+18.1%+14.6%
Category average (Equity Sectoral)+14.4%+16.1%+13.7%--
Rank (Equity Sectoral)434--

Exit load, stamp duty and tax

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Fund management

RS
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
Sundaram ELSS Tax Saver Fund Direct
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Multi Factor Fund Direct Growth
Sundaram Value Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Multi Cap Fund Direct Growth
Sundaram Multi Asset Allocation Fund Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth

About Sundaram Financial Services Opportunities Fund Direct Growth

Sundaram Financial Services Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram Financial Services Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹126.99. The Sundaram Financial Services Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.5% if redeemed within 30 days ;

Investment Objective

The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services.
Fund benchmarkNIFTY Financial Services Total Return Index
Scheme Information Document(SID)

Fund house

AMC Image
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Websitehttp://www.sundarammutual.com
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
Email[email protected]
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Vaishnavi Tech Park, South Tower, 3rd FloorSarjapur Main Road, Bellandur, Bengaluru – 560103Karnataka
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