Sundaram Financial Services Opportunities Fund Growth Return
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This Fund:
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Showing Funds Performance since Sep 07, 2020
Sundaram Financial Services Opportunities Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,590 Cr
Lock In Period
N/A
Expense Ratio
2.08
Exit Load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Benchmark
Nifty Financial Services Total Return
Summary
Sundaram Financial Services Opportunities Fund Growth NAV is ₹107.9653 as of 22 Jun, 2026. Sundaram Financial Services Opportunities Fund Growth has delivered 51.82% returns since its launch. The minimum SIP investment amount in Sundaram Financial Services Opportunities Fund Growth is ₹100. The AUM of Sundaram Financial Services Opportunities Fund Growth is ₹1,590 Cr. The expense ratio of the fund is 2.08%, and its benchmark is Nifty Financial Services Total Return. The current exit load of the fund is 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.. In the last 1M months, Sundaram Financial Services Opportunities Fund Growth has delivered 5.93% returns.
Sundaram Financial Services Opportunities Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 5.93 | -0.31 | 6.04 |
| 6M | 1.35 | 1.26 | 34.42 |
| 1Y | 3.99 | 3.77 | 39.48 |
| 3Y | 14.93 | 12.19 | 81.20 |
Portfolio Analysis
- Equity: 97.30%
- Debt: 2.70%
- Others
As on: 2026-05-31
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About Fund Sundaram Financial Services Opportunities Fund Growth
Sundaram Financial Services Opportunities Fund Growth managed by Sundaram Mutual Fund,is a Bankingscheme with Assets Under Management of ₹1,590 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.08. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rohit Seksaria
Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India Banking & Financial Services Fund Growth | 4 | 7441.66 CR | 1.8 |
| Baroda BNP Paribas Banking and Financial Services Fund Growth | 2 | 394.93 CR | 2.47 |
| Sundaram Financial Services Opportunities Fund Growth | 5 | 1590.29 CR | 2.08 |
| IDBI Banking & Financial Services Fund Growth | 0 | 86.62 CR | 2.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Banking & Financial Services Fund Growth | 2.2927 | 48.5138 |
| This FundBaroda BNP Paribas Banking and Financial Services Fund Growth | 2.1557 | 49.2089 |
| This FundSundaram Financial Services Opportunities Fund Growth | 3.9897 | 51.8245 |
| This FundIDBI Banking & Financial Services Fund Growth | 17.579 | 75.8939 |
Sundaram Financial Services Opportunities Fund Growth FAQs
Sundaram Financial Services Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Financial Services Opportunities Fund Growth is 2.08. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Financial Services Opportunities Fund Growth’s fund performance is as follows:
- 1 Month : 5.93%
- 6 Months : 1.35%
- 1 Year : 3.99%
- 3 Years : 14.93%
You can invest in Sundaram Financial Services Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Financial Services Opportunities Fund Growth is ₹1,590 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Financial Services Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
