Sundaram Financial Services Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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)

₹1,679 Cr

Lock In Period

N/A

Expense Ratio

2.14

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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

Sundaram Financial Services Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.390.775.80
6M-1.972.9534.42
1Y8.075.5239.48
3Y13.6316.3181.20

Portfolio Analysis

  • Equity: 96.83%
  • Debt: 3.18%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd12.11%
2. Axis Bank Ltd9.41%
3. HDFC Bank Ltd8.53%
4. Kotak Mahindra Bank Ltd5.53%
5. DCB Bank Ltd4.19%
6. Bandhan Bank Ltd3.14%
7. Ujjivan Small Finance Bank Ltd2.66%
8. Equitas Small Finance Bank Limited2.57%
9. CSB Bank Ltd2.51%

1. State Bank of India8.13%
2. Bank of Baroda3.88%

1. Cholamandalam Financial Holdings Ltd3.81%
2. OnEMI Technology Solutions LTD1.21%
3. Motilal Oswal Financial Services Ltd1.02%
4. Angel One Ltd0.96%
5. Prudent Corporate Advisory Services Ltd0.40%

1. Shriram Finance Ltd4.19%
2. Five-Star Business Finance Ltd2.30%
3. Mahindra & Mahindra Financial Services Ltd0.62%

1. PNB Housing Finance Ltd3.96%
2. Aavas Financiers Ltd3.01%

1. Bajaj Finserv Ltd5.59%

1. One 97 Communications Ltd2.05%
2. PB Fintech Ltd1.89%

1. REC Ltd1.08%
2. Power Finance Corporation Ltd1.07%
No Data Found
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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 ₹1,679 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.14. 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 NameRatingsAUMExpense Ratio
Tata Banking and Financial Services Fund Growth33,180 CR2.23
Nippon India Banking & Financial Services Fund Growth47,774 CR1.88
Sundaram Financial Services Opportunities Fund Growth51,678 CR2.14
IDBI Banking & Financial Services Fund Growth086 CR2.5
Fund Name1Y3Y
This FundTata Banking and Financial Services Fund Growth4.457240.4928
This FundNippon India Banking & Financial Services Fund Growth3.648445.0925
This FundSundaram Financial Services Opportunities Fund Growth8.069646.7168
This FundIDBI Banking & Financial Services Fund Growth17.57975.8939

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 2.14. 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 : -0.39%
  • 6 Months : -1.97%
  • 1 Year : 8.07%
  • 3 Years : 13.63%
Returns of Sundaram Financial Services Opportunities Fund Growth are updated daily based on NAV of ₹ 109.359 as on Aug 20,2026. Since inception, the return has been 46.72%.

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 ₹1,679 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.