1M
6M
1Y
3Y
5Y
All
| NAV: 23 Apr 2025 | ₹116.55 |
| Min. SIP amount | ₹100 |
| Rating | 5 |
| Fund size | ₹1,415.22Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Sectoral
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 17.4% | 23.7% | 28.1% | 14.7% |
| Category average | 14.9% | 18.4% | 25.3% | NA |
| Rank with in category | 15 | 1 | 2 | NA |
Understand terms
Holdings (23)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 19.71% |
ICICI Bank Ltd. | Financial | Equity | 12.76% |
Axis Bank Ltd. | Financial | Equity | 9.81% |
State Bank of India | Financial | Equity | 5.47% |
Shriram Finance Ltd | Financial | Equity | 4.80% |
Bajaj Finserv Ltd. | Financial | Equity | 4.51% |
PNB Housing Finance Ltd. | Financial | Equity | 4.08% |
Ujjivan Small Finance Bank Ltd. | Financial | Equity | 3.74% |
CSB Bank Ltd. | Financial | Equity | 3.63% |
Bank Of Baroda | Financial | Equity | 3.57% |
REC Ltd. | Financial | Equity | 3.10% |
DCB Bank Ltd. | Financial | Equity | 3.08% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 2.84% |
Equitas Small Finance Bank Ltd. | Financial | Equity | 2.81% |
Power Finance Corporation Ltd. | Financial | Equity | 2.79% |
Indusind Bank Ltd. | Financial | Equity | 2.76% |
ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 2.54% |
Reserve Bank of India | Financial | T-Bills | 1.03% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 0.98% |
CreditAccess Grameen Ltd. | Financial | Equity | 0.96% |
Angel One Ltd. | Financial | Eq. Der. | 0.94% |
Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.45% |
Angel One Ltd. | Financial | Equity | 0.00% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.85%
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
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Financial Services Opportunities Fund Direct Growth
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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