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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)

₹1,590 Cr

Lock In Period

N/A

Expense Ratio

2.17

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0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.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(%)
1M6.760.977.45
6M-1.282.3134.42
1Y3.044.7039.48
3Y13.7815.5181.20

Portfolio Analysis

  • Equity: 97.30%
  • Debt: 2.70%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd14.58%
2. ICICI Bank Ltd11.19%
3. Axis Bank Ltd9.85%
4. DCB Bank Ltd4.17%
5. Kotak Mahindra Bank Ltd3.31%
6. Equitas Small Finance Bank Limited2.86%
7. CSB Bank Ltd2.84%
8. Ujjivan Small Finance Bank Ltd2.76%
9. Bandhan Bank Ltd2.61%

1. State Bank of India6.09%
2. Bank of Baroda3.73%

1. Cholamandalam Financial Holdings Ltd3.33%
2. Angel One Ltd1.15%
3. Motilal Oswal Financial Services Ltd1.11%
4. OnEMI Technology Solutions LTD1.09%
5. Prudent Corporate Advisory Services Ltd0.35%
6. HDB Financial Services Ltd0.26%

1. PNB Housing Finance Ltd4.09%
2. Aavas Financiers Ltd3.14%

1. Shriram Finance Ltd4.01%
2. Five-Star Business Finance Ltd1.98%
3. Mahindra & Mahindra Financial Services Ltd0.51%

1. Bajaj Finserv Ltd4.76%

1. One 97 Communications Ltd1.80%
2. PB Fintech Ltd1.52%

1. REC Ltd1.51%
2. Power Finance Corporation Ltd1.14%

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 2.17. 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
Nippon India Banking & Financial Services Fund Growth47441.66 CR1.89
Baroda BNP Paribas Banking and Financial Services Fund Growth2394.93 CR2.83
Sundaram Financial Services Opportunities Fund Growth51590.29 CR2.17
IDBI Banking & Financial Services Fund Growth086.62 CR2.5
Fund Name1Y3Y
This FundNippon India Banking & Financial Services Fund Growth1.378344.6561
This FundBaroda BNP Paribas Banking and Financial Services Fund Growth0.395345.556
This FundSundaram Financial Services Opportunities Fund Growth3.042847.2996
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 2.17. 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 : 6.76%
  • 6 Months : -1.28%
  • 1 Year : 3.04%
  • 3 Years : 13.78%
Returns of Sundaram Financial Services Opportunities Fund Growth are updated daily based on NAV of ₹ 111.0576 as on Jul 10,2026. Since inception, the return has been 47.30%.

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.