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Sundaram Fin Serv Opp Fund(G)

Sundaram Fin Serv Opp Fund(G)

101.851711 Jun 2026

Chart

PlanNormal
Returns (6 months)-5.596%
Expense ratio2.08%
Min Investment100
AUM1,590.29 Cr
Inception date16 Jun 2008

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: Nifty Financial Services - TRI
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
-2.50%
-1.06%
-5.60%
-4.10%
12.86%
12.58%
13.75%
0.16%
-2.50%
-1.06%
-5.60%
-4.10%
12.86%
12.58%
13.75%

Holdings

Name
HDFC Bank Ltd.
HDFC Bank Ltd.
ICICI Bank Ltd.
ICICI Bank Ltd.
Axis Bank Ltd.
Axis Bank Ltd.
State Bank Of India
State Bank Of India
Bajaj Finserv Ltd.
Bajaj Finserv Ltd.
DCB Bank Ltd.
DCB Bank Ltd.
PNB Housing Finance Ltd.
PNB Housing Finance Ltd.
Shriram Finance Ltd.
Shriram Finance Ltd.
Bank Of Baroda
Bank Of Baroda
Cholamandalam Financial Holdings Ltd.
Cholamandalam Financial Holdings Ltd.
Kotak Mahindra Bank Ltd.
Kotak Mahindra Bank Ltd.
Aavas Financiers Ltd.
Aavas Financiers Ltd.
Equitas Small Finance Bank Ltd.
Equitas Small Finance Bank Ltd.
CSB Bank Ltd.
CSB Bank Ltd.
Ujjivan Small Finance Bank Ltd.
Ujjivan Small Finance Bank Ltd.
Bandhan Bank Ltd.
Bandhan Bank Ltd.
Five-Star Business Finance Ltd.
Five-Star Business Finance Ltd.
One97 Communications Ltd.
One97 Communications Ltd.
PB Fintech Ltd.
PB Fintech Ltd.
REC Ltd.
REC Ltd.
Angel One Ltd.
Angel One Ltd.
Power Finance Corporation Ltd.
Power Finance Corporation Ltd.
Motilal Oswal Financial Services Ltd.
Motilal Oswal Financial Services Ltd.
OnEMI Technology Solutions Ltd.
OnEMI Technology Solutions Ltd.
ICICI Prudential Life Insurance Company Ltd.
ICICI Prudential Life Insurance Company Ltd.
UTI Asset Management Company Ltd.
UTI Asset Management Company Ltd.
Mahindra & Mahindra Financial Services Ltd.
Mahindra & Mahindra Financial Services Ltd.
Prudent Corporate Advisory Services Ltd.
Prudent Corporate Advisory Services Ltd.
HDB Financial Services Ltd.
HDB Financial Services Ltd.
Instrument
Share %
Domestic Equities
14.58%
Domestic Equities
11.19%
Domestic Equities
9.85%
Domestic Equities
6.09%
Domestic Equities
4.76%
Domestic Equities
4.17%
Domestic Equities
4.09%
Domestic Equities
4.01%
Domestic Equities
3.73%
Domestic Equities
3.33%
Domestic Equities
3.31%
Domestic Equities
3.14%
Domestic Equities
2.86%
Domestic Equities
2.84%
Domestic Equities
2.76%
Domestic Equities
2.61%
Domestic Equities
1.98%
Domestic Equities
1.80%
Domestic Equities
1.52%
Domestic Equities
1.51%
Domestic Equities
1.15%
Domestic Equities
1.14%
Domestic Equities
1.11%
Domestic Equities
1.09%
Domestic Equities
1.00%
Domestic Equities
0.56%
Domestic Equities
0.51%
Domestic Equities
0.35%
Domestic Equities
0.26%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
RS
Rohit Seksaria
Lock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
0.50% on or before 30D, Nil after 30D

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