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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)
₹1,678.66 Cr
Expense ratio
1.21%
Rating
--
Holdings (31)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 12.11% |
| Axis Bank Ltd | Financial | Equity | 9.41% |
| HDFC Bank Ltd | Financial | Equity | 8.53% |
| State Bank of India | Financial | Equity | 8.13% |
| Bajaj Finserv Ltd | Financial | Equity | 5.59% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 5.53% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 4.19% |
| DCB Bank Ltd | Financial | Equity | 4.19% |
| PNB Housing Finance Ltd | Financial | Equity | 3.96% |
| Bank Of Baroda | Financial | Equity | 3.88% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 3.81% |
| Bandhan Bank Ltd | Financial | Equity | 3.14% |
| Aavas Financiers Ltd | Financial | Equity | 3.01% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.66% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 2.57% |
| CSB Bank Ltd | Financial | Equity | 2.51% |
| Five-Star Business Finance Ltd | Financial | Equity | 2.30% |
| One 97 Communications Ltd | Industrials | Equity | 2.05% |
| PB Fintech Ltd | Financial | Equity | 1.89% |
| Repo | Unspecified | Repo | 1.72% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 1.21% |
| REC Ltd | Financial | Equity | 1.08% |
| Power Finance Corporation Ltd | Financial | Equity | 1.07% |
| GOVERNMENT OF INDIA 37450 364 DAYS TBILL 20MY27 FV RS 100 | Financial | Treasury Bills | 1.03% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.02% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.97% |
| Angel One Ltd | Financial | Equity | 0.96% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 0.62% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.43% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.40% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.04% |
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 ₹84,418 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₹84,417.82 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,