How much expense ratio is charged by Sundaram Financial Services Opportunities Fund Institutional Growth?

The term Expense Ratio used for Sundaram Financial Services Opportunities Fund Institutional Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Financial Services Opportunities Fund Institutional Growth is 1.21% as of 08 Nov 2025...

Sundaram Financial Services Opportunities Fund Institutional Growth

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Sundaram Financial Services Opportunities Fund Institutional Growth
Very High Risk
+16.58%
3Y annualised
-0.11% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 22 Jan 2025
₹104.92
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹1,513.67Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (26)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity19.42%
ICICI Bank Ltd.
FinancialEquity11.93%
Axis Bank Ltd.
FinancialEquity9.94%
State Bank of India
FinancialEquity5.78%
Bajaj Finserv Ltd.
FinancialEquity4.53%
Shriram Finance Ltd
FinancialEquity4.42%
CSB Bank Ltd.
FinancialEquity4.03%
PNB Housing Finance Ltd.
FinancialEquity3.90%
Bank Of Baroda
FinancialEquity3.77%
Ujjivan Small Finance Bank Ltd.
FinancialEquity3.59%
DCB Bank Ltd.
FinancialEquity3.55%
REC Ltd.
FinancialEquity2.79%
Equitas Small Finance Bank Ltd.
FinancialEquity2.73%
ICICI Prudential Life Insurance Company Ltd.
InsuranceEquity2.50%
Kotak Mahindra Bank Ltd.
FinancialEquity1.92%
Indusind Bank Ltd.
FinancialEquity1.57%
Power Finance Corporation Ltd.
FinancialEquity1.56%
Mahindra & Mahindra Financial Services Ltd.
FinancialEquity1.39%
Cholamandalam Financial Holdings Ltd.
FinancialEquity1.32%
NA
NAMutual Fund1.00%
Angel One Ltd.
FinancialEquity0.85%
Bandhan Bank Ltd.
FinancialEquity0.84%
Cholamandalam Investment and Finance Company Ltd.
FinancialEquity0.76%
HDB Financial Services Ltd.
FinancialEquity0.74%
BSE Ltd.
ServicesEquity0.43%
Prudent Corporate Advisory Services Ltd.
FinancialEquity0.35%
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: null null
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.3%16.6%15.4%12.4%
Category average13.1%15.3%19.8%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.
Also manages these schemes
Sundaram Small Cap Fund Growth
Sundaram Financial Services Opportunities Fund Growth
Sundaram Financial Services Opportunities Fund Institutional Growth
Sundaram Small Cap Fund Institutional Growth
Sundaram Select Micro Cap Series I Growth
Sundaram Select Micro Cap Series II Growth
Sundaram Select Micro Cap Series III Growth
Sundaram Select Micro Cap Series IV Growth
Sundaram Infrastructure Advantage Fund Growth
Sundaram World Brand Fund Series II Growth
Sundaram World Brand Fund Series III Growth
Sundaram Long Term Tax Advantage Fund Series I Growth
Sundaram Select Micro Cap Series VIII Growth
Sundaram Select Micro Cap Series IX Growth
Sundaram Long Term Tax Advantage Fund Series II Growth
Sundaram Select Micro Cap Series X Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Growth
Sundaram Select Micro Cap Series XI Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Growth
Sundaram Select Micro Cap Series XII Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Growth
Sundaram Select Micro Cap Series XIV Growth
Sundaram Select Micro Cap Series XV Growth
Sundaram Select Small Cap Series V Growth
Sundaram Select Small Cap Series VI Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Growth
Sundaram Select Micro Cap Series XVI Growth
Sundaram Select Micro Cap Series XVII Growth
Sundaram Long Term Tax Advantage Fund Series III Growth
Sundaram Emerging Small Cap Series 1 Growth
Sundaram Emerging Small Cap Series II Growth
Sundaram Long Term Tax Advantage Fund Series IV Growth
Sundaram Emerging Small Cap Series III Growth
Sundaram Emerging Small Cap Series IV Growth
Sundaram Multi Cap Fund Series I Growth
Sundaram Multi Cap Fund Series II Growth
Sundaram Emerging Small Cap Series V Growth
Sundaram Emerging Small Cap Series VI Growth
Sundaram Emerging Small Cap Series VII Growth
Sundaram Equity Savings Fund(Ex) Growth
Sundaram Arbitrage Fund(Ex) Growth
Sundaram Nifty 100 Equal Weight Fund Growth
Sundaram Arbitrage Fund Growth
Sundaram ELSS Tax Saver Fund
Sundaram Multi Factor Fund Growth
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
Sundaram Financial Services Opportunities Fund Growth
Sundaram Financial Services Opportunities Fund Institutional Growth
Sundaram Conservative Hybrid Fund Growth
Sundaram Infrastructure Advantage Fund Growth
Sundaram Nifty 100 Equal Weight Fund Growth
Sundaram Arbitrage Fund Growth
Sundaram Dividend Yield Fund Growth
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 Growth is a NA Mutual Fund Scheme launched by Sundaram Mutual Fund.     This scheme was made available to investors on 26 Feb 1996.     Dwijendra Srivastava is the Current Fund Manager of Sundaram Financial Services Opportunities Fund Institutional Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹71,486 Cr and     the Latest NAV as of 22 Jan 2025 is ₹104.92.  

    The Sundaram Financial Services Opportunities Fund Institutional Growth is rated Very High risk.     Minimum SIP Investment is set to ₹250.          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
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 Growth
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	19.42%
ICICI Bank Ltd.	Financial	Equity	11.93%
Axis Bank Ltd.	Financial	Equity	9.94%
State Bank of India	Financial	Equity	5.78%
Bajaj Finserv Ltd.	Financial	Equity	4.53%
Shriram Finance Ltd	Financial	Equity	4.42%
CSB Bank Ltd.	Financial	Equity	4.03%
PNB Housing Finance Ltd.	Financial	Equity	3.90%
Bank Of Baroda	Financial	Equity	3.77%
Ujjivan Small Finance Bank Ltd.	Financial	Equity	3.59%
DCB Bank Ltd.	Financial	Equity	3.55%
REC Ltd.	Financial	Equity	2.79%
Equitas Small Finance Bank Ltd.	Financial	Equity	2.73%
ICICI Prudential Life Insurance Company Ltd.	Insurance	Equity	2.50%
Kotak Mahindra Bank Ltd.	Financial	Equity	1.92%
Indusind Bank Ltd.	Financial	Equity	1.57%
Power Finance Corporation Ltd.	Financial	Equity	1.56%
Mahindra & Mahindra Financial Services Ltd.	Financial	Equity	1.39%
Cholamandalam Financial Holdings Ltd.	Financial	Equity	1.32%
NA	NA	Mutual Fund	1.00%
Angel One Ltd.	Financial	Equity	0.85%
Bandhan Bank Ltd.	Financial	Equity	0.84%
Cholamandalam Investment and Finance Company Ltd.	Financial	Equity	0.76%
HDB Financial Services Ltd.	Financial	Equity	0.74%
BSE Ltd.	Services	Equity	0.43%
Prudent Corporate Advisory Services Ltd.	Financial	Equity	0.35%