Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Category: Equity: Sectoral-Banking and Financial Services
Launch Date: 10-06-2008
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Mr. Rohit Seksaria
Investment Objective
To seek long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services sector. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Benchmark
NIFTY Financial Services TRI
Expense Ratio
2.08% As on (31-12-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
1,660.65 Cr As on (31-12-2025)
Nav Movement
RETURNS CALCULATOR for Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Sundaram Financial Services Opportunities Fund Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Financial Services Opportunities Fund Regular Plan - Growth | 14.56 | 0.91 | 3.21 | 0.97 | - | - |
| Equity: Sectoral-Banking and Financial Services | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 96.07 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 18.83 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 11.8 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 9.97 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.9 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 5.0 |
| DCB BANK LIMITED EQ | 4.68 |
| Shriram Finance Limited | 4.38 |
| CSB BANK LIMITED EQ | 3.97 |
| BANK OF BARODA EQ NEW FV RS. 2/- | 3.84 |
| PNB HOUSING FINANCE LTD EQ | 3.62 |