Sundaram Financial Services Opportunities Fund Institutional IDCW - NAV, Mutual Fund Performance & Portfolio

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Sundaram Financial Services Opportunities Fund Institutional IDCW
Equity
Sectoral
Very High Risk
Payout
+16.58%
3Y annualised
-0.11% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 06 Jan 2025
₹33.85
Rating
NA
Min. SIP amount
Not Supported
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
HDFC Bank Ltd.
FinancialEquity19.89%
ICICI Bank Ltd.
FinancialEquity12.83%
Axis Bank Ltd.
FinancialEquity9.52%
State Bank of India
FinancialEquity5.52%
Bajaj Finserv Ltd.
FinancialEquity4.48%
Shriram Finance Ltd
FinancialEquity4.32%
CSB Bank Ltd.
FinancialEquity4.08%
DCB Bank Ltd.
FinancialEquity3.56%
PNB Housing Finance Ltd.
FinancialEquity3.53%
Bank Of Baroda
FinancialEquity3.52%
Ujjivan Small Finance Bank Ltd.
FinancialEquity3.42%
REC Ltd.
FinancialEquity2.71%
ICICI Prudential Life Insurance Company Ltd.
InsuranceEquity2.61%
Equitas Small Finance Bank Ltd.
FinancialEquity2.49%
Kotak Mahindra Bank Ltd.
FinancialEquity1.95%
Indusind Bank Ltd.
FinancialEquity1.63%
Power Finance Corporation Ltd.
FinancialEquity1.50%
CreditAccess Grameen Ltd.
FinancialEquity1.34%
Mahindra & Mahindra Financial Services Ltd.
FinancialEquity1.33%
Cholamandalam Financial Holdings Ltd.
FinancialEquity1.25%
NA
NAMutual Fund1.03%
Reserve Bank of India
FinancialT-Bills1.03%
Angel One Ltd.
FinancialEquity0.92%
HDB Financial Services Ltd.
FinancialEquity0.80%
Bandhan Bank Ltd.
FinancialEquity0.76%
Cholamandalam Investment and Finance Company Ltd.
FinancialEquity0.70%
Prudent Corporate Advisory Services Ltd.
FinancialEquity0.39%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.3%16.6%15.4%12.4%
Category average2.7%15.3%23.6%NA
Rank with in categoryNANANANA
Understand terms
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2021 - Present
1.21%
30 Sep 2020 - 31 Mar 2021
1.54%
31 Mar 2019 - 30 Sep 2020
2.24%
30 Sep 2018 - 31 Mar 2019
2.19%
31 Mar 2018 - 30 Sep 2018
1.06%
31 Dec 2017 - 31 Mar 2018
2.79%
30 Nov 2017 - 31 Dec 2017
2.77%
31 Oct 2017 - 30 Nov 2017
2.89%
Expense ratio, exit load and taxExpense ratio: 1.21%Inclusive of GST
Exit loadFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationIf 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 managementRohit 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.
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.
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹71,486.25Cr
Date of Incorporation26 Feb 1996
    Sundaram Financial Services Opportunities Fund Institutional IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     S Krishnakumar is the Current Fund Manager of Sundaram Financial Services Opportunities Fund Institutional IDCW fund.     The fund currently has an Asset Under Management(AUM) of ₹71,486 Cr and     the Latest NAV as of 06 Jan 2025 is ₹33.85.  

    The Sundaram Financial Services Opportunities Fund Institutional IDCW is rated Very High risk.     Minimum SIP Investment is set to ₹500.          For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
  ;
Investment ObjectiveThe 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 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
Website
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.com
Compare funds
Sundaram Financial Services Opportunities Fund Institutional IDCW
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