Sundaram Financial Services Opportunities Fund Growth

Equity
Sectoral
Very High Risk
+17.76%
3Y annualised
-0.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2025
₹100.98
Rating
4
Min. SIP amount
Not Supported
Fund size
₹1,460.09Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (27)

NameSectorInstrumentAssets
FinancialEquity19.89%
FinancialEquity12.83%
FinancialEquity9.52%
FinancialEquity5.52%
FinancialEquity4.48%
FinancialEquity4.32%
FinancialEquity4.08%
FinancialEquity3.56%
FinancialEquity3.53%
FinancialEquity3.52%
FinancialEquity3.42%
FinancialEquity2.71%
InsuranceEquity2.61%
FinancialEquity2.49%
FinancialEquity1.95%
FinancialEquity1.63%
FinancialEquity1.50%
FinancialEquity1.34%
FinancialEquity1.33%
FinancialEquity1.25%
NA
NAMutual Fund1.03%
Reserve Bank of India
FinancialT-Bills1.03%
FinancialEquity0.92%
FinancialEquity0.80%
FinancialEquity0.76%
FinancialEquity0.70%
FinancialEquity0.39%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Sectoral
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-2.4%17.8%24.3%14.3%
Category average3.4%15.7%23.6%NA
Rank with in category5664NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.10%

Inclusive of GST

Exit load

Exit load of 0.5% if redeemed within 30 days

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

Rohit 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

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

Fund house & investment objective

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
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,

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