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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,684 Cr
Lock In Period
N/A
Expense Ratio
2.08
Benchmark
Nifty Financial Services Total Return
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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Summary
Latest details for Sundaram Financial Services Opportunities Fund Growth include a ₹101.9498 NAV as of Mar 12,2026 and returns since inception of 61.68%. Minimum investments start at SIP ₹100. The Sundaram Financial Services Opportunities Fund Growth AUM is ₹1,684 Cr, with a lock-in of N/A years, expense ratio of 2.08%, and benchmark Nifty Financial Services Total Return. Exit load is - 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment..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 growth review for 1M Month/Year, the fund recorded -8.17% returns, against a category average of -1.16% and a category best of 5.80%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.17 | -1.16 | 5.80 |
| 6M | 3.11 | 1.87 | 34.42 |
| 1Y | 14.95 | 6.88 | 39.48 |
| 3Y | 17.37 | 17.19 | 83.02 |
Portfolio Analysis
- Equity: 95.87%
- Debt: 4.12%
- Others
As on: 2026-01-31
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About Fund
Sundaram Financial Services Opportunities Fund Growth managed by Sundaram Mutual Fund,is a Bankingscheme with Assets Under Management of ₹1,684 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSundaram Financial Services Opportunities Fund - Institutional Plan Growth | 0 | 1604.71 CR | 2.8 |
| This FundNippon India Banking & Financial Services Fund Growth | 5 | 7752.54 CR | 1.83 |
| This FundSundaram Financial Services Opportunities Fund Growth | 1 | 1684.47 CR | 2.08 |
| This FundInvesco India Financial Services Fund Growth | 4 | 1649.99 CR | 2.09 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Financial Services Opportunities Fund - Institutional Plan Growth | 6.4163 | 58.5875 |
| This FundNippon India Banking & Financial Services Fund Growth | 15.8192 | 59.5543 |
| This FundSundaram Financial Services Opportunities Fund Growth | 14.9457 | 61.6839 |
| This FundInvesco India Financial Services Fund Growth | 20.8275 | 75.9386 |
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 : -8.17%
- 6 Months : 3.11%
- 1 Year : 14.95%
- 3 Years : 17.37%
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 ₹1,684 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.
Min Inv Amount: ₹500