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Sundaram Financial Services Opportunities Fund Institutional Growth
+16.58%
3Y annualised
-0.11% 1D
NAV: 22 Jan '25
₹104.92
Min. for SIP
Not Supported
Fund size (AUM)
₹1,612.72 Cr
Expense ratio
1.21%
Rating
--
Holdings (31)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 14.90% |
| ICICI Bank Ltd | Financial | Equity | 11.09% |
| Axis Bank Ltd | Financial | Equity | 9.58% |
| State Bank of India | Financial | Equity | 6.65% |
| Bajaj Finserv Ltd | Financial | Equity | 4.60% |
| DCB Bank Ltd | Financial | Equity | 4.38% |
| PNB Housing Finance Ltd | Financial | Equity | 4.09% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.91% |
| Bank Of Baroda | Financial | Equity | 3.61% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.25% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 3.23% |
| Aavas Financiers Ltd | Financial | Equity | 3.18% |
| Repo | Unspecified | Repo | 3.10% |
| CSB Bank Ltd | Financial | Equity | 3.03% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.84% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 2.69% |
| REC Ltd | Financial | Equity | 2.49% |
| Bandhan Bank Ltd | Financial | Equity | 2.46% |
| One 97 Communications Ltd | Industrials | Equity | 1.54% |
| PB Fintech Ltd | Financial | Equity | 1.46% |
| Power Finance Corporation Ltd | Financial | Equity | 1.37% |
| Angel One Ltd | Financial | Equity | 1.04% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 1.01% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 0.99% |
| Sundaram Money Market Fund Direct - Growth | Unspecified | Mutual Fund | 0.97% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 0.61% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.55% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 0.52% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 0.38% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.36% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.12% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.6% | +15.4% | +12.6% | +12.4% |
| Category average (null null) | +14.4% | +16.1% | +13.7% | -- |
| Rank (null null) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 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
RSRohit SeksariaJan 2022 - PresentView details
RS
Rohit Seksaria
Jan 2022 - Present
View details
About Sundaram Financial Services Opportunities Fund Institutional Growth
Sundaram Financial Services Opportunities Fund Institutional Growth is a -- 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 Institutional Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 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 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
Fund house
Rank (total assets)#17 in India
Total AUM₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,