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Sundaram Financial Services Opportunities Fund Growth
+13.95%
3Y annualised
-0.61% 1D
NAV: 16 Jul '26
₹109.82
Min. for SIP
₹100
Fund size (AUM)
₹1,681.38 Cr
Expense ratio
2.14%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,761 | +4.60% | |
| 3 years | ₹1,80,000 | ₹2,06,657 | +14.81% | |
| 5 years | ₹3,00,000 | ₹4,20,069 | +40.02% | |
| 10 years | ₹6,00,000 | ₹12,58,159 | +109.69% |
Holdings (31)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 14.78% |
| ICICI Bank Ltd | Financial | Equity | 11.58% |
| Axis Bank Ltd | Financial | Equity | 9.74% |
| State Bank of India | Financial | Equity | 6.13% |
| Bajaj Finserv Ltd | Financial | Equity | 4.79% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 4.17% |
| DCB Bank Ltd | Financial | Equity | 4.16% |
| PNB Housing Finance Ltd | Financial | Equity | 3.90% |
| Bank Of Baroda | Financial | Equity | 3.58% |
| Aavas Financiers Ltd | Financial | Equity | 3.36% |
| Cholamandalam Financial Holdings Ltd | Financial | Equity | 3.30% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.19% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.83% |
| Repo | Unspecified | Repo | 2.62% |
| CSB Bank Ltd | Financial | Equity | 2.59% |
| Equitas Small Finance Bank Ltd | Financial | Equity | 2.53% |
| Bandhan Bank Ltd | Financial | Equity | 2.42% |
| Five-Star Business Finance Ltd | Financial | Equity | 2.12% |
| One 97 Communications Ltd | Industrials | Equity | 1.74% |
| PB Fintech Ltd | Financial | Equity | 1.57% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.13% |
| Power Finance Corporation Ltd | Financial | Equity | 1.07% |
| Angel One Ltd | Financial | Equity | 1.07% |
| OnEMI Technology Solutions Ltd. | Technology | Equity | 1.06% |
| REC Ltd | Financial | Equity | 1.05% |
| GOVERNMENT OF INDIA 37450 364 DAYS TBILL 20MY27 FV RS 100 | Financial | Treasury Bills | 1.02% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 0.92% |
| UTI Asset Management Company Ltd | Financial | Equity | 0.52% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 0.50% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.36% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.19% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.9% | +13.8% | +13.6% | +14.2% |
| Category average (Equity Sectoral) | +14.4% | +16.1% | +13.7% | -- |
| Rank (Equity Sectoral) | 9 | 5 | 4 | -- |
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 Growth
Sundaram Financial Services Opportunities Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,991 Cr and the Latest NAV as of 16 Jul 2026 is ₹109.82.
The Sundaram Financial Services Opportunities Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. 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₹76,991.28 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,