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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹10000000

AUM (Fund size)

₹1,605 Cr

Lock In Period

N/A

Expense Ratio

2.8

Benchmark

Nifty Financial Services Total Return

Exit Load

If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.

Summary

Latest details for Sundaram Financial Services Opportunities Fund - Institutional Plan Growth include a ₹104.9194 NAV as of Jan 22,2025 and returns since inception of 58.59%. Minimum investments start at SIP ₹0. The Sundaram Financial Services Opportunities Fund - Institutional Plan Growth AUM is ₹1,605 Cr, with a lock-in of N/A years, expense ratio of 2.8%, and benchmark Nifty Financial Services Total Return. Exit load is - If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 1% of applicable Net Asset Value (NAV). If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded -3.28% returns, against a category average of 1.52% and a category best of 5.80%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.281.525.80
6M-7.611.8034.42
1Y6.426.2639.48
3Y16.6216.8884.77

Portfolio Analysis

  • Equity: 94.92%
  • Debt: 5.07%
  • Others
As on: 2025-06-30
View allocation % by

1. HDFC Bank Ltd19.03%
2. ICICI Bank Ltd12.07%
3. Axis Bank Ltd9.41%
4. CSB Bank Ltd4.04%
5. Ujjivan Small Finance Bank Ltd3.58%
6. DCB Bank Ltd3.52%
7. Equitas Small Finance Bank Limited3.03%
8. IndusInd Bank Ltd2.74%
9. Kotak Mahindra Bank Ltd1.76%

1. State Bank of India5.13%
2. Bank of Baroda3.42%

1. Shriram Finance Ltd4.78%
2. Mahindra & Mahindra Financial Services Ltd1.28%
3. Cholamandalam Investment and Finance Company Ltd0.51%

1. PNB Housing Finance Ltd4.72%

1. Bajaj Finserv Ltd4.38%

1. REC Ltd2.84%
2. Power Finance Corporation Ltd1.53%

1. Cholamandalam Financial Holdings Ltd1.43%
2. Angel One Ltd1.10%
3. HDB Financial Services Ltd0.62%
4. Prudent Corporate Advisory Services Ltd0.34%

1. ICICI Prudential Life Insurance Company Ltd2.61%

1. Creditaccess Grameen Ltd1.05%

About Fund

Sundaram Financial Services Opportunities Fund - Institutional Plan Growth managed by Sundaram Mutual Fund,is a Bankingscheme with Assets Under Management of ₹1,605 Crore. The fund benchmarks its performance against the Nifty Financial Services Total Return while maintaining an expense ratio of 2.8. 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
This FundBaroda BNP Paribas Banking and Financial Services Fund Growth2345.56 CR2.4
This FundTata Banking and Financial Services Fund Growth32742.6 CR1.94
This FundSundaram Financial Services Opportunities Fund - Institutional Plan Growth01604.71 CR2.8
This FundInvesco India Financial Services Fund Growth31480.45 CR2.11
Fund Name1Y3Y
This FundBaroda BNP Paribas Banking and Financial Services Fund Growth4.072856.2424
This FundTata Banking and Financial Services Fund Growth5.443357.3144
This FundSundaram Financial Services Opportunities Fund - Institutional Plan Growth6.416358.5875
This FundInvesco India Financial Services Fund Growth12.208577.6211

FAQs

Sundaram Financial Services Opportunities Fund - Institutional Plan 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 - Institutional Plan Growth is 2.8. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Financial Services Opportunities Fund - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : -3.28%
  • 6 Months : -7.61%
  • 1 Year : 6.42%
  • 3 Years : 16.62%
Returns of Sundaram Financial Services Opportunities Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 104.9194 as on Jan 22,2025. Since inception, the return has been 58.59%.

You can invest in Sundaram Financial Services Opportunities Fund - Institutional Plan 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 - Institutional Plan Growth is ₹1,605 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Financial Services Opportunities Fund - Institutional Plan 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