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Sundaram Financial Services Opportunities Fund Institutional Growth
NAV: 22 Jan '25
₹104.92
Min. for SIP
--
Fund size (AUM)
₹1,614.20 Cr
Expense ratio
--
Rating
--
Holdings (34)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 11.11% |
| Axis Bank Ltd | Financial | Equity | 10.11% |
| HDFC Bank Ltd | Financial | Equity | 8.40% |
| State Bank of India | Financial | Equity | 7.89% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 5.87% |
| Bajaj Finserv Ltd | Financial | Equity | 4.73% |
| DCB Bank Ltd | Financial | Equity | 4.54% |
| PNB Housing Finance Ltd | Financial | Equity | 4.38% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 4.09% |
| Bank Of Baroda | Financial | Equity | 3.83% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 3.58% |
| Bandhan Bank Ltd | Financial | Equity | 3.34% |
| One 97 Communications Ltd | Industrials | Equity | 3.22% |
| Aavas Financiers Ltd | Financial | Equity | 2.98% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 2.65% |
| CSB Bank Ltd | Financial | Equity | 2.47% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.26% |
| Five-Star Business Finance Ltd | Financial | Equity | 2.26% |
| Repo | Unspecified | Repo | 2.03% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.37% |
| PB Fintech Ltd | Financial | Equity | 1.30% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.23% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 1.12% |
| GOVERNMENT OF INDIA 37450 364 DAYS TBILL 20MY27 FV RS 100 | Financial | Treasury Bills | 1.07% |
| Life Insurance Corporation of India | Financial | Equity | 1.07% |
| Angel One Ltd | Financial | Equity | 0.92% |
| Power Finance Corporation Ltd | Financial | Equity | 0.86% |
| REC Ltd | Financial | Equity | 0.67% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.59% |
| ICICI Prudential Life Insurance Company Limited October 2026 Future | Financial | Futures | 0.28% |
| REC Limited October 2026 Future | Financial | Futures | 0.23% |
| IIFL Finance Ltd | Financial | Equity | 0.20% |
| Cash Margin | Unspecified | Cash Margin | 0.02% |
| Net Payables | Unspecified | Net Payables | -0.70% |
See All
Minimum investments
Min. for 1st investment
--
Min. for 2nd investment
--
Min. for SIP
--
Returns and rankings
Annualised returns
Absolute returns
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | -3.3% | -5.6% | -7.6% | +949.2% |
| Category average (Equity Sectoral) | -- | -6.6% | -5.4% | +214.0% |
| Rank (Equity Sectoral) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.5% if redeemed within 30 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 Equity 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 ₹77,566 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. Exit load of 0.5% if redeemed within 30 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₹77,566.02 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,