Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Financial Services Opportunities Fund Institutional Growth
Very High Risk
+16.58%
3Y annualised
-0.11% 1D
NAV: 22 Jan '25
₹104.92
Min. SIP amount
Not Supported
Fund size
₹1,666.15 Cr
Expense ratio
1.21%
Holdings (27)
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
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.
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 NA 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 ₹76,948 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
Fund house
Rank (total assets)#17 in India
Total AUM₹76,948.12 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,